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Customize a club order for a member

How to modify a member order for club

Updated over 10 months ago

There are two ways to modify a club order. You can do it before it has been created, or after.

Caveat:

If you Customize an Order and the product price, tax, or member discount has changed, it will update the order with the current price, tax, and discount. This difference will be shown on the screen after you update the order, so you can choose to process it or not.

Before the order has been processed, while you are creating the club release:

  1. While creating the club release: While you are creating the Club, add the products that will be in the club release. BEFORE creating the orders, Click the "Edit Members" button at the top.

    2. Click on the member's email address to open the order modification page

    3. Modify from the list, what items that member would like.

4. When done, click the button at the top "Member List" to go back to the list of Members, and continue modifying any other member orders. The custom orders will be displayed with a green icon under the Special Order column. When you process, the member's card will be charged the updated amount, and the additional items will be included on the order receipt or packing slip. 

After the order has been processed:

Go to the member order
If it is closed, hit the yellow "Reopen Order" button
Select the blue "Customize Order" button 

This will take you to the front-end view of the order, which is the same thing the member would see if you allow Custom Club, and they can log in to edit the order. Below the invoice items, choose the "Add more" drop-down to add additional items, or reduce the quantity of the items already included, or use the X mark beside the name of the item already included to remove it. 

You can also change the order to Ship or Pickup.
Hit Done. 


Hit Surcharge now. This will charge the balance due on the order.

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