Introduction to order editing in Advanced Mode

Cleverific Order Editor has two editing modes: Quick Mode and Advanced Mode. This article will go over what Advanced Mode is, the types of edits available, and its limitations.

In Quick Mode, all edits are saved on the original order but are subject to Shopify's order editing platform limitations
In Advanced Mode, Shopify platform limitations are bypassed to allow additional types of edits by performing a "save-as" edit, which cancels the original order and applies payment to an edited version of the order.

What is Advanced Mode?

Note: When you edit in Advanced Mode and save, the original order will be canceled and a "save-as" version of your order will be generated.

In Advanced Mode, you can perform a wide range of edits that can’t be made in Shopify, including changing your customer's billing address and adjusting product taxes and weights.

If you’re an existing user (before October 4, 2021), Advanced Mode is the same mode that you’ve always used.

Types of edits available in Advanced Mode

If you want to make edits for more complex orders like custom orders, wholesale orders, or subscription boxes, Advanced Mode provides editing options that neither Shopify nor Quick Mode covers. Here’s a list of edits you can perform in Advanced Mode:

Modify line item pricing
Modify line item properties/product options
Modify/upgrade shipping
Change billing address
Add cart discounts
Switch customer
Add an item with product options
Edit orders after 180 days
Add a custom item with product options
Treat customer as tax-exempt on order
Change order date
Modify tax rates
Change the order of line items
Add pricing rules to an order

Advanced Mode also supports all edits available in Quick Mode:

Add discounts to existing line items
Exchange a product variant inline
Change shipping address
Modify/upgrade shipping
Add/remove/modify custom fields
Add and remove items
Change quantity
Add custom items
Update order notes
Change contact email address
Charge additional amount with payment requests

You can also access these features in Advanced Mode:

Make edits to orders between customer authorization and payment capture
Add groups of saved products to orders with a button
Automatically refund your customer after the first edit
Save invoice messages for Payment Requests
View customer info (Average Order Value (AOV), Order History, Total Spend) on orders
See full product SKUs when you search for products

Does Advanced Mode have any limitations?

Due to Shopify platform limitations, Order Editor uses a workaround to perform certain edits that aren’t currently possible in Shopify. Advanced Mode cancels the original order and uses a "save-as" method to override limitations on an edited order. This means that Advanced Mode will create an additional "save-as" order when your edits are saved, which will affect your sales reports. To find out how to filter out canceled orders from your sales reports, see this article.