Order Editing
Corso’s Order Editing functionality gives your customers the ability to make changes to their orders after checkout while still allowing you as the brand to maintain control through flexible rules. Customers can update their shipping address, cancel an order, remove shipping protection, adjust product quantities, update their email, change their shipping method, or apply a discount code — and you decide when and how each option appears.
What you can expect
Section titled “What you can expect”Order Editing reduces support tickets, prevents shipping errors, and creates a better customer experience by letting customers self-manage simple fixes. At the same time, you maintain full control over what edits are possible, when they can be made, and for which customers. Key benefits include:
- Fewer customer service inquiries: Customers fix small mistakes on their own.
- Reduced fulfillment errors: Address changes before fulfillment mean fewer reshipments.
- Increased flexibility: Allow edits based on order status, customer or order tags, products, and other conditions.
- Better customer satisfaction: Easy self-service options build trust.
Most edits are made directly on the order in Shopify. There are two exceptions: applying a discount code issues a partial refund instead of adding the code to the order, and an address change with tax recalculation replaces the order. See Address changes, countries, and taxes.
Customer experience
Section titled “Customer experience”Where customers start an edit
Section titled “Where customers start an edit”Customers can reach Order Editing in two places:
- Shopify Thank You page: The Edit Order block sends customers straight to the edit page for their order. See Add the Edit Order block to your Thank You page.
- Customer Portal order hub: After looking up an order, customers see an Edit Order card. While the order can still be edited, the card shows your Description text and an Edit Order button. Once no edits are available, the card shows your Expired Description text instead.
The edit page lists every edit the customer can make on that order. If none are available, the customer sees Order Editing Unavailable along with your Expired Description text.
Each edit has a confirmation step before the customer submits it. Most show the before and after values; Cancel Order and Remove Package Protection show your Confirm Message and a button. You can add your own Confirm Message to that step and replace the default Success Message shown afterward, per rule.
Update shipping address
Section titled “Update shipping address”Customers can correct or change their address while the order is unfulfilled. The confirmation step shows the Previous Address and the New Address, and the change is saved to the order in Shopify.
By default, customers cannot change the address to a different country, and taxes are not recalculated. See Address changes, countries, and taxes if you need either.
Cancel order
Section titled “Cancel order”Customers can cancel an unfulfilled order. The order is cancelled in Shopify and refunded in full, either to the original payment method or as store credit, depending on your Issue Refunds as Store Credit setting. Each Cancel Order rule controls whether the customer is notified and whether items are restocked.
Remove shipping protection
Section titled “Remove shipping protection”Customers can remove Corso Shipping Protection from their order and are refunded what they paid for it. The refund goes to the original payment method or to store credit, depending on your settings. Removal is irreversible.
This edit does not follow your edit window. It stays available for up to 60 days after Corso receives the order, as long as the order is not cancelled and no shipping protection claim has been filed on it.
Because of this, if you have a Remove Package Protection rule, protected orders keep showing the Edit Order button in the order hub for up to 60 days, and the Thank You page link keeps working. Once your edit window closes, removing shipping protection is the only edit offered.
Adjust product quantity
Section titled “Adjust product quantity”Customers can increase or decrease the quantity of items already on their order. Your rule controls whether customers can add units, remove units, or both, and the most units they can change on a single line item. The confirmation step shows the Original and Updated quantities.
The default per-line cap is 1. Shipping isn’t recalculated when the quantity changes. Shopify doesn’t allow increasing the quantity of a discounted line item.
- If the new total is higher, the customer clicks Confirm And Checkout and pays the difference.
- If the new total is lower, the difference is refunded to the original payment method or added to store credit, depending on your settings.
Update email
Section titled “Update email”Customers can update the email address on their order. The confirmation step shows the Previous Email and the New Email before the customer confirms.
Change shipping method
Section titled “Change shipping method”Customers can switch to one of the shipping methods you allow in the rule. Only methods that are available for the order’s shipping address are shown, each with its price. The confirmation step shows the Current Shipping Method and the New Shipping Method.
- If the new method costs more, the customer clicks Confirm And Checkout and pays the difference.
- If it costs less, the difference is refunded to the original payment method or added to store credit.
Apply a discount code
Section titled “Apply a discount code”Customers can enter a discount code after checkout. The code must be valid for the order and lower its total. The confirmation step shows the Original Total and the New Total, and the difference is refunded to the original payment method or added to store credit. The code itself isn’t added to the order in Shopify.
A discount code can be applied once per order.
Admin experience
Section titled “Admin experience”Order Editing lives under Settings > Order Editing in the Corso Admin. Click Turn On to offer it to customers, or Turn Off to stop. You can configure everything while it is off.
Turning Order Editing off hides the Edit Order card in the order hub and stops new fulfillment holds, but it doesn’t fully stop edits. To stop edits completely, also turn off or delete your Order Editing automations and remove the Edit Order block from your Thank You page.
Settings
Section titled “Settings”The Settings card includes:
- Description: Shown on the order hub’s Edit Order card while the order can be edited.
- Expired Description: Shown when the edit window has closed or the order has no edits available.
- Issue Refunds as Store Credit: When an edit results in a refund, credit the customer’s store credit instead of refunding their original payment method. This applies to cancellations, shipping protection removal, quantity decreases, cheaper shipping methods, and discount codes.
- Enable Order Fulfillment Hold: Place a fulfillment hold on new orders until the edit window closes. See Fulfillment hold.
Fulfillment hold
Section titled “Fulfillment hold”When Enable Order Fulfillment Hold is on:
- When an order is placed, Corso puts its fulfillment on hold in Shopify and adds your Hold Tag to the order. The default tag is
CORSO-OE-HOLD. Orders that can’t be held in Shopify (for example, orders already in progress) aren’t tagged. - If your warehouse or fulfillment app doesn’t respect Shopify fulfillment holds, set up a rule there that pauses fulfillment while the tag is present.
- When the edit window closes, Corso releases the hold and removes the tag within a few minutes. The tag stays on until then, even if the customer has already submitted their edits.
- The order then moves through fulfillment like any other.
Turning on the hold also shows the Revert Unpaid Edits setting. When the edit window closes, Corso undoes any edits that raised the order total (added units or an upgraded shipping method) if the customer never paid the difference. The order returns to its pre-edit state before fulfillment is released.
Revert Unpaid Edits is on by default and applies to every store using Order Editing, even when the fulfillment hold is off. If the fulfillment hold is off, your warehouse may ship the order before unpaid edits are reverted.
Some warehouses and other external systems may not respect order edits. Test your order editing rules before offering them to customers.
Edit window
Section titled “Edit window”The Edit Window card controls how long after an order is placed customers can make changes. It has two parts:
- Default Window: The fallback duration that applies to all orders unless an override matches. Options range from 1 minute to 72 hours.
- Overrides: Optional rules that apply a different edit window for orders placed on specific days of the week and times of day. Each override has a name, days, a time range (from/to in 30-minute increments), a timezone, and its own edit window duration. The first override an order matches wins. Orders that do not match any override use the Default Window.
The window is based on when the order is created.
The Remove Package Protection rule has its window managed by Corso. The Default Window and any overrides do not apply to that rule.
Automations
Section titled “Automations”Each edit type is offered through its own automation rule, managed in the Automations card at the bottom of the page. Click Create and choose one of the seven edit types:
- Update Shipping Address
- Cancel Order
- Remove Package Protection
- Adjust Product Quantity
- Update Email
- Apply Discount Code
- Change Shipping Method
Click View to see your existing rules, grouped by edit type.
Conditions
Section titled “Conditions”Every rule starts with a set of required conditions that keep the edit safe for that order. You can add your own conditions on top, such as customer tags, order tags, product tags, or the order’s country.
Example: Allow only customers tagged VIP to cancel orders.
| Edit type | Required conditions |
|---|---|
| Update Shipping Address | Order is unfulfilled |
| Cancel Order | Order is unfulfilled, not cancelled, and paid or partially refunded |
| Remove Package Protection | Order is not cancelled, and paid or partially refunded |
| Adjust Product Quantity | Order is unfulfilled, and paid or partially refunded |
| Update Email | Order is not cancelled |
| Apply Discount Code | Order is not cancelled, and paid or partially refunded |
| Change Shipping Method | Order is unfulfilled, and paid or partially refunded |
Messaging
Section titled “Messaging”- Confirm Message: Optional text shown on the confirmation step, before the customer submits the edit.
- Success Message: Shown after the edit is submitted. Each new rule starts with a default message. Keep text in this field, because a cleared field shows customers an empty confirmation.
The rule’s Description field isn’t currently shown to customers; each edit uses a standard title and description.
Edit type options
Section titled “Edit type options”Some edit types have extra settings:
- Cancel Order: Notify on Cancellation sends the customer Shopify’s cancellation notification. Restock on Cancellation returns the items to inventory. Both are on by default.
- Adjust Product Quantity: Allowed adjustment type is Add only, Remove only, or Add or remove. Per-line cap is the most units a customer can add or remove on a single line item. The default is 1.
- Change Shipping Method: Shipping Methods lists the methods customers can switch to, from one to five. Each name must match the shipping method name exactly as it appears at your checkout, or it won’t be offered.
Address changes, countries, and taxes
Section titled “Address changes, countries, and taxes”Update Shipping Address rules don’t allow country changes or recalculate taxes by default. Contact Corso if you need either:
- Allow Country Changes lets customers move the order to an address in a different country.
- Recalculate Taxes on Address Edit recalculates the order total for the new address. If the total changes, up or down, the original order is replaced. Orders with a discount applied can’t use this flow, so customers are asked to contact you instead.
When an order is replaced, the original order is cancelled right away and refunded to the original payment method, even if Issue Refunds as Store Credit is on. The customer is notified and the items are restocked. The customer then clicks Confirm And Checkout to pay for a replacement order at the new address. If they don’t complete that payment, no replacement order is created.
Implementation
Section titled “Implementation”To set up Order Editing:
- Go to Settings > Order Editing in the Corso Admin.
- Set your Description and Expired Description in the Settings card, and decide whether to issue refunds as store credit or hold fulfillment.
- Set your Default Window in the Edit Window card. Add overrides if you need different windows for specific days or times.
- In the Automations card, create a rule for each edit type you want to offer, adding conditions and messaging as needed.
- Click Turn On.
- Test with a sample order to confirm edits apply properly in Shopify and in any connected warehouse.
Add the Edit Order block to your Thank You page
Section titled “Add the Edit Order block to your Thank You page”- In Shopify, go to Settings > Checkout > Customize.
- Switch to the Thank you page and click Add block.
- Find the Edit Order block from Corso and add it.
- Enter your Customer Portal URL.
- Find this in the Corso Admin under Settings > Theme > Customer Portal URL.
- Set the Title and Description text.
- Save your Thank You page.
The block appears on every order’s Thank You page. Customers whose order has no edits available see your Expired Description text.
Q: Can a customer cancel an order that is already fulfilled? No. Cancel Order rules always require the order to be unfulfilled.
Q: Can I offer only some edit types and not others? Yes. Each edit type is controlled by its own rule. Create rules only for the edits that match your policies.
Q: What if a customer edits their address multiple times? They can update it as many times as needed while the order is within the edit window and unfulfilled.
Q: Can I limit editing to certain customers? Yes. Add conditions such as customer tags (for example, VIP) to any rule.
Q: What happens if a quantity or shipping method change results in a price difference? If the customer owes more, they are redirected to pay the difference. If the new total is lower, the difference is refunded to their original payment method or added to store credit, depending on your settings.
Q: What happens if the customer never pays for an edit that raised their total? If Revert Unpaid Edits is on, Corso undoes those edits when the edit window closes.
Q: Can a customer re-add shipping protection after removing it? No. Removal of shipping protection through Order Editing is irreversible.
Q: Does updating the shipping address recalculate taxes or shipping rates? Not by default. Shipping rates are never recalculated. Corso can turn on tax recalculation for your Update Shipping Address rule; see Address changes, countries, and taxes.
Q: How do overrides interact with the Default Window? Overrides are evaluated in order. The first override whose days, time range, and timezone match the order placement time is applied. If no override matches, the Default Window is used. The Remove Package Protection rule is not affected by the Default Window or overrides.
Q: What timezone do overrides use? Each override has its own timezone setting. When you create an override, the timezone defaults to your store’s timezone. You can change it to any timezone to handle orders placed in a specific region.
Q: What is the order editing window based on? The window is based on the order creation date and time. For example, if you set the window to one hour and the order is created at 7:30am, the order can be edited until 8:30am.