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Editing Orders on POS

During the purchase, changes can happen anytime so it’s common if one day, your customer requests to edit the order placed.

In the following paragraphs, we will show you what order information is often edited, the order editing process in POS, and best practices to optimize your operation with this process.

What order information is often edited?

Order changes after placing are quite common in retail and come from both buyers and sellers. Buyers simply change their minds and decide to get another color, model, or size that they are more interested in. In some cases, mistakes can easily be made during checkout by staff such as adding wrong items to the shopping cart or forgetting to apply for promotions. Also, staff can find out that items are out of stock when fulfilling orders so they need to consult customers to change items in the order. 

Before implementing order editing into the sales process, it’s important to understand exactly which order information is commonly edited.

editing order on pos

The following order attributes can be edited if items haven’t been delivered yet.

  • Customer information
  • Products and quantities ordered
  • Billing and shipping address recorded
  • Shipping method selected
  • Discount amount applied
  • Tax calculated
  • Order notes

The process of editing orders

Most order modifications follow a general guideline and include 3 key steps below.

Sales managers need sales reports to monitor daily operations and coach salespeople.

Adjust order

Sales staff simply checks the original order. From here, they can add or remove items, adjust the number of items, shipping address, or update discounts.

Process payment

Staff can review the total of the new order and see the difference. If the old total is higher than the new order total. Then, customers will have options to change by cash or turn the change into the customer’s store credit balance (customer account is required here). 

In contrast, if the old total is lower than that of the new order, customers will need to pay more for the difference. 

Print receipt

At this point, staff will reprint receipt and then give customers. Once the editing is complete, the system sends update notifications to buyers. Plus, they can check changes in their account.

Note: This process is applied to the case of editing the processing order (not shipped yet).

Best practices

You have known the benefits and process for order editing, let’s explore a few best practices that help you on optimizing your time, effort, and money.

best practices with order editing process

Implement order editing in POS system

Store owners should think about using a POS that syncs data from online channels and allows users to edit online orders right on this system. This will help the sales staff downtime to switch between two systems as well as reduce the stress on processing the request. Thus they can concentrate on what your staff love doing.

Especially during the sales season, instead of waiting to check out in a long queue, customers may just leave out. A professional system will increase the shopping experience for customers, and then make opportunities for later purchases.

Collect reasons for order editing 

Retailers should ask customers reasons they’re changing their minds. Any misunderstandings during shopping? Maybe your consultation isn’t good enough with the customer and whether you need to be clearer when consulting them.

Don’t forget to gather feedback as well as log reasons every time you process an edit to improve your store.

Keep your employees posted

Last but not least, recommend that all employees should be aware of the policies of the order editing process. Besides, you can create a guideline that can utilize it as a reference so that your staff can refer to each specific case.

Conclusion

This knowledge is based on experiences with our merchants and agencies. If you want to build your solution, contact one of our retail experts and get free business consultation.

What is Magento POS

A Magento POS (point of sale) system is software integrated with the Magento platform to synchronize data between your online and offline stores and facilitate retail operations. Magestore POS is a web-based and Magento-native POS which requires at least one Magento website to work.

Who needs Magento POS system

The Magento POS system is developed for retailers with both Magento eCommerce websites and physical stores, and want to use the Magento website as a centralized place to manage all sales data and sell both online and offline.

Some features of Magento POS system

A basic Magento POS can work as a cash register to create orders, add discounts and taxes, print receipts, and manage sales. But a complete Magento POS system can assist you with more advanced tasks, such as inventory control, supplier management, loyalty programs, etc.

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After you complete the registration form & schedule a meeting with us, we'll contact to ask for your confirmation. This demo session is completely FREE & requires no commitments.

1. Where we'll discuss

We do screen sharing, so the demo will be conducted using Google Meet.

2. What we'll do

Our specialists will guide you through the POS solution and answer any questions you have. All to see if our POS system fits your business requirements.

3. What you'll get

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4. Additional information

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  • If you want to see how Magestore POS works in reality, you can contact one of our customers and ask for their experience
  • Magestore doesn't do cold-calling, we only contact you on request.

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About the Magento platform

1. What is Magento?

Magento is an open-source platform that helps retailers create eCommerce websites, released on March 31, 2008, by Varien and developed on Zend Framework. In 2018, Adobe acquired Magento with a price of $1.68 billion. There are currently about 270,000 eCommerce websites running on Magento in 2022.

2. Why do retailers choose Magento?

Most of our customers say Magento is speedy and more customizable than others; it is suitable for medium and large enterprises or fast-growing businesses with complex requirements/customizations.

Not sure if you're using Magento, check your website here!

3. What to do next?

  • If you are new to Magento or searching for eCommerce platforms, you can explore more about Magento in this article.
  • If you are looking for Magento website development services, please reach our dedicated service team here.
  • If you've already had a Magento website and are searching for a POS system, please close this pop-up and continue exploring.