Now that you've got most settings configured, run through this checklist to make sure everything is configured correctly before going live. 🚀
Step 1: Review your settings
Confirm that you've set an order editing window, and configured other optional settings below to match your store's policy:
Shipping cost recalculation
Exclusions
Minimum inventory for upselling
👉 Refer to this article for further details.
Step 2: Set up app blocks
On the app blocks page, confirm that the actions you want to offer customers - such as adding products, removing items, or changing quantities - are enabled and active.
👉 Refer to this article for further details.
Step 3: Set up you Thank you & Order status pages
Add the Order Editing app blocks to both your Thank You page and Order Status page in Shopify. These are where customers will access the editing interface after placing an order.
👉 Refer to this article for further details.
Step 4: Configure your payment capture method
In Shopify, set your payment capture method to either Manual or Automatically when order is fulfilled. This ensures payments for order changes are handled correctly.
👉 Refer to this article for further details.
Step 5: Update your order confirmation email
Edit your Shopify order confirmation email to let customers know they can make changes to their order after it's been placed. This sets the right expectation from the moment they check out.
👉 Refer to this article for further details.
Step 6: Run a test order
Before going live, place a test order and run through the key scenarios to confirm everything is working end-to-end - from the editing interface through to payment processing and your final order in Shopify Admin.
👉 Refer to this article for further details.