Cleverific Order Edit & Upsell

UPDATE: We've updated our rating from 4 to 5 stars as the main reason for our previous rating is due to the app not working on draft orders. The team was thankful that we detected a bug and it's now been resolved and functions as expected. The contact person was diligent with following up to ensure we are 100% satisfied with the app.

It does everything pretty easily, no big complaints. One reason we cannot provide a 5-star rating is because when attempting to edit pricing on a draft order (while it appears it's possible), after clicking "Save", it doesn't actually save the edits. Understandable as drafts technically aren't orders, but the app shouldn't be an available option under "More actions" if it's not going to function. The other reason we cannot provide a 5-star rating is that there's always room for improvement.

I will start with the obvious, you should not need this app. Shopify should have real edit order capabilities, but they do not. Now that we have that out of the way, I can say that this is a great app and the team behind it is also great. Is it perfect... no. But you can raise issues and they listen, and when they can will work on it. Some limitations exist because of Shopify, and I do not fault them for that. As others mention, this will impact your reporting, so I recommend that you invest in building out your own reporting database. If you have a sizable business, you should be doing this anyway because Shopify won't meet your needs regardless.

Things that I would like to see... the ability to manage partial payments including partial payment requests, better wholesale/tiered pricing functionality, better linking between payment transactions and actual orders.

We have been using Edit Order since early in 2015 when we moved our store to the Shopify system. What impresses me most is how reliable the system works, and how they continue to enhance the app.

Since nearly all of our products require custom or personalized content, we have used the app to edit existing orders when a mistake was made entering the content. Being able to edit content without cancelling and starting over is essential to our product line, and relationship with our customers.

However, we have definitely struggled with how to manage reorders, where some of the content needed to be changed. Until this latest update to the software that allows for draft orders can be edited ... we had resigned ourselves to entering the order from scratch, even if the change was very minor. NOW, we can duplicate the previous order, save it as a draft, and then use edit order to edit the draft. Once the order is just right, we can send (email) an invoice to the customer for payment.

It is great when software solves a problem, works right, and the company is responsive to customer needs!!!

Ron
Label-Headquarters.com

The customer support for this app has been quick, responsive, and friendly.

We've learned a few things the hard way in regards to how the app impacts our accounting and shipping:

- Even though it's nice to have order numbers preserved with a suffix, we had to turn that function OFF because the order number with suffix was not getting passed to our fulfillment program or our data reporting app. It was sending a different order number that was not showing up in the Shopify admin. This was creating a confusing mess that was time consuming to parse out. SOLUTION = Uncheck that setting. The canceled and new order won't be related by order number, but now we just write a note in the new order note to link the new order number back to the old order number.

- The default setting in the app is to preserve the timestamp of the original order on the new order so the canceled and new order will show up together in the order feed. Again, this seemed like a great feature, but we also had to turn that function OFF because Shopify was using the timestamp date for monthly financial reports, while our data reporting app was using the actual date of creation for the new order. This created problems on the accounting side if an order was created in one month, but edited in a different month. SOLUTION = uncheck that setting as well.

I'm still giving 5 stars because if you have the settings right for your needs, the app works really well and helps provide flexibility that we wouldn't have otherwise. Plus, the support has been amazing and they've even made some changes based on our requests.

This is app is critical to our business. I use it several times per week. We are constantly receiving emails from customers that they need to change a size, or color, or style, or combine shipping, etc. etc. Without this app, I would have to cancel their order and rely on the customer to place a new order. A percentage of these situations would always result in a lost sale, but not anymore.

We also offer an option for a customer to send us their measurements & then we will determine their correct size. In this instance the customer checks out with a generic SKU (Style/Color/MeasureForSize). This app allows me to enter the size that we determine for the customer and select the correct SKU in order to keep our inventory in balance.

The app also helps me keep track of returns/exchanges.

I'm surprised that Shopify doesn't have this built into their product for everyone to use. It seems like a no-brainer home run.

I wish that it worked with my Shopify POS + I wish their was an option to send the customer a bill to capture additional funds when an 'edit order' results in an additional charge. (ex: a customer decides to change their order for a less expensive style to a more expensive style). As far as I know the app only allows you to issue refunds, and not request additional funds.

*Update after more than 2 years of using this plugin, I still rely on it multiple times per week.
-Edit Order now offers the functionality to request additional funds from a customer. This is an terrific enhancement. Thank you!
-I would still like to see the Edit Order functionality built into the POS software.

Great app, saves us a lot of manual inventory adjusting, and it looks professional - rather then pen and paper method of editing invoices!

Was awesome while working .... for no reason it has stopped working and the page won't load.

Previous emails on another issue have gone unanswered.

This app has totally screwed up our daily numbers. Duplication of edited orders, payments and fulfilment that can't be edited to reflect the date of transaction. Customer support is terrible.

Really amazing and speedy support and a great app for anyone with a Shopify store. So annoying how most of these functions aren't native to Shopify, but these guys make life a lot easier. Thank you!!

Seemed great at first, then started doing our accounting and discovered over £10,000 of 'ghost' duplicate sales that were bumping up our revenue without it existing, and meaning we were sending too much tax to HMRC.