OrderEditing App Integration

Indigo8 has developed a custom flow to support the OrderEditing App, which enables customers to make post-purchase updates to their orders. With this app, customers can complete self service changes to their shipping address, add or remove items, cancel orders, and more.

Prerequisite for integration

Co-ordinate with OrderEditing and Indigo8 to make sure you are set up with the custom Indigo8 Flow in the Shopify Flow app.

Important to know

To ensure accurate inventory management, Indigo8 requires orders to be inserted in the system in their original state before post-purchase update period expires. To support this process, you’ll need to update your Shopify settings to ‘manual payment capture’.

• The payment capture event is used as the trigger to release orders.

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• The flow includes a function to exclude HIGH RISK Shopify orders from automatic payment capture, allowing you to manually review and capture payment after completing necessary security checks. Alternatively, you can modify the flow to automatically cancel any HIGH RISK orders, helping to protect your business from chargebacks and avoid incurring transaction fees on these orders.

• If you're sharing the same inventory pool across multiple sites or you’re a high volume retailer we recommend you add stock conditions for product changes in your OrderEditing settings. This will reduce the risk of overselling as order edits (stock allocations) will not reflect in I8 until the order editing period is over. We also recommend increasing Indigo8 buffer qtys on expansion sites.
  
  

How it works

• When a customer places an order in Shopify, they are given a grace period to make post-purchase edits. During this editing window, the order remains in an ‘Authorized’ (unpaid) status in Shopify, allowing changes such as address updates, item modifications, or cancellations to be made before payment is captured.

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• The order is initially created in Indigo8 based on its original state at the time of checkout.
  - The order will be marked ‘Put Order on Hold’
  - There will be no paid amount on the order
  - ‘PAYMENT UNCAPTURED’ is in the General comments
  While the order is on hold, it will not be sent to the 3PL, will be unavailable for picking by WPP users, and cannot be packed or shipped from the dispatch screen.

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• No post purchase edits
  The order editing period expires, the payment is captured in Shopify, the hold is removed from the order in Indigo8 along with the comments, and payments are inserted.
  
  

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• Order Cancellation
  The order will be cancelled in I8 and have a note on the log to indicate it was cancelled via the OrderEditing app.

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• Order Reversal
  If there is an order reversal (because the customer has not paid for any upgrade edits), I8 will leave the original order, when the payment is captured it will be released for shipping/3PL.
  
  

• Shipping address or Shipping method edits
  If the order has only address or shipping method edits, the original order will be updated on the Shipping address and/or the shipping method will be added to the order as an extra (if it is a paid shipping method), and the Pack Type in i8 will be updated.
  eg. Shipping address update

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  eg. Shipping method update

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• Change of payment method
  The Indigo8 process will mimic what happens in Shopify.
  - The original order will be cancelled
  - A new order is created in Shopify, and that order will come into i8 and be released for shipping/3PL
  
  

• All other edits
  Once payment is captured, Indigo8 will cancel the original order and create a new order with all post-purchase changes applied. The order will be released for shipping/3PL.
  Edits that fall under this category include
  - Add/remove product
  - Apply a discount code
  - Replace a product
  - Change product options
  - Change product qtys