Order Edit Process

If a customer reaches out to edit an order that has not been shipped yet, you can do this for them!

If you are editing an order you should never hit the grey or blue cancel button.

You can edit the following information on an order without submitting a duplicate:

  • Update the shipping address
  • Update the shipping method
  • Update the message
  • Update the selected print
  • Update the selected font

 

TO UPDATE THE SHIPPING ADDRESS OR SHIPPING METHOD:

SHIPPING METHOD:

  1. Go to the order page in Spree
  2. Select the dropdown next to "Tracking"
    • Select either USPS First Class Mail or USPS Priority Mail. Any other shipping option requires manager approval
  3. Click the green "Save" button. Let the page refresh
  4. Hit the grey "Update" button on that build. Let the page refresh. If the button is yellow upon reloading, hit "Update" again just to be safe.
  5. This sends the information over to Nies. You will then need to either charge the customer for the upgrade or issue a refund for the downgrade. If you have questions, contact CHM.

SHIPPING ADDRESS:

  1. Go to the order page in Spree
  2. Click the grey pencil button over the shipping address
    • Make any address updates required, then hit blue update button.
  3. Click the green "Save" button. Let the page refresh
  4. Hit the grey "Update" button on that build. Let the page refresh. If the button is yellow upon reloading, hit "Update" again just to be safe.

 

TO UPDATE THE MESSAGE / PRINT / FONT:

  1. Go to the order page in Spree
  2. Make note of the original H number. I always just note the last 3 digits. Remember this!!!!!
  3. Make any edits to the message, select the correct print, and/or the correct font.
  4. Click the green "Save" button. Let the page refresh
  5. Click the grey "Regenerate PDF" button
    • This will refresh the page and the blue SHOW PDF link will disappear.
    • Refresh the screen until the SHOW PDF link comes back. This may take time depending on how many items are in the queue!
    • Check the new PDF to ensure the updates you made were successful.
  6. Click the yellow (normally grey) "Update" button
    • The screen will refresh but this update takes a few tries. Continue to hit the Update button and refresh the screen until the H number changes. 
    • When the update successfully takes, the H number will change. The update has not successfully happened until the H number updates.
    • NOTE: This can be delayed depending on the queue. If you have hit update and let the screen refresh a few times and the H number still hasn't updated, give it a few minutes, then try again :)
  7. Reply to the customer with the "Update Complete!" macro

 

NOTE: This process must be followed for every single build that needs to be updated in an order. If you are updating three builds in a single order, follow the steps for the first build. When complete, move on to the second build, and so on.

 

TO UPDATE THE GIFT OR JDF TYPE, YOU MUST CANCEL AND DUPLICATE THE ORDER. 
You can find duplicate order instructions here: https://greetabl.zendesk.com/hc/en-us/articles/225521887 

 

 

 

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