This document shows the steps how the customers would take to modify an order. This will be a reference to guide and see what they see to help them as needed.
Step-by-step guide
Customer Placed the Order
- View the Order Page: (Note: If the order is placed, 'On Hold' the customer will not be able to make changes until it is released by the Verify Team. Also if the order was just placed and is in the 'Waiting For Delegation' Status, they will see the steps to modify the order, but will not be able to make any changes.)
- The customer can click on Modify Order. It is a grey button under the Orange button listed as Order Details. This is shown in the picture above. Also, if they click on the Order Details Button the Modify button is a green button under the Order Total column
- The customer will be asked what they want to modify: Shipping Address, Shipping Method, Order Items: Cancel : or they can return to the Order Summary:
- Here is the screen when Clicking The Modify Shipping Button: (Please Note, if they need to add apt, change a phone number or correct the receivers name it can all be done here.)
- After pressing Save, it specifies the Address has not been updated yet. It then asks the customer to pick the shipping method. (They can choose the same option or a new one if available.) Also this is the same way it would view if the customer clicked on Modify Shipping Method on the step 3 screen shot.
- Then the changes are saved and the customer will see the changes in the Order Summary Section.
- When the Customer Clicks on Modify Order Items This is the screen they will see. It lists all their items and quantity to change in a drop down.

- There is an error here right now. When I press continue nothing happens. Sent to Tech and will finish this step once it is fixed.
- When the Customer Clicks on the Cancel Order Button, A pop up will appear asking to make sure they want to cancel the order.
- If they press Yes, then the customer will receive a cancelled order email.
- Once the order has completed the Fullfillment Step in BizDesk, the customer can no longer modify the order. The Modify Button will disappear.
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