▶️ Modify an order after checkout

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.