1. Locate the Existing Order in Salesforce
Open the StoreConnect App in Salesforce.
Launch the StoreConnect Navigation (bottom-right corner).
Go to Orders and find the specific order you want to modify.
Open the order record.
2. Modify the Order Details
Within the order, find the Order Product (the line item).
Click Edit on the item.
Update the Quantity (e.g., change from 1 to 13).
Click Save to apply the changes.
3. Handle the Outstanding Balance
After saving, the system will automatically calculate the new total.
Any additional balance owing is immediately reflected on the order.
The customer can:
Log into their account on the store.
Go to Orders, select the updated order.
Click “Pay Balance” to settle the remaining amount.
4. Optional: Send Payment Link Directly
A direct payment link for the outstanding balance can be generated.
You can send this link to the customer to let them pay without logging in.
5. Confirm the Updated Payment
Once the customer pays the balance, refresh the order page in Salesforce.
You’ll see the new payment recorded, and the order will reflect the full, updated amount.