How do I sync order line revisions in Ordoro?

If you’ve ever had customers reach out to modify their orders after placing them, this feature is for you!

In Ordoro, you can now efficiently handle order line revisions that occur after the order has been imported. Our system is designed to automatically recognize any changes made to an order in the sales channel.

It will prompt you to review these changes, ensuring that you have full control over whether to apply them in Ordoro.

Topics

  1. Which sales channels are supported?
  2. What revisions can be made?
  3. Can I automatically accept all order revisions from my sales channel?
  4. Which order status does this feature work with?
  5. How do revisions work with merging and splitting orders?
  6. Known limitations
  7. How to set which revisions import per sales channel
  8. How to accept revisions
    1. From the Order List page
    2. From the Order Detail Page
  9. How to reject revisions
  10. How to see all orders with revisions
    1. From the Order List page
    2. From the Orders’ Filters
  11. How to set revision permissions per user?
  12. How often do these revisions happen?
  13. How do internal order edits work with this feature
  14. Shopify tips
  15. WooCommerce tips
  16. BigCommerce tips
  17. Vendor Portal tips

Which sales channels are supported?

Order revisions are available for these sales channels:

  • 3dcart
  • BigCommerce
  • Custom Cart Integration
  • Ecwid
  • Ordoro Vendor Portal
  • Magento 1
  • Shopify
  • Volusion
  • WooCommerce

Order revisions are not supported in the following sales channels.

  • Amazon
  • eBay
  • Etsy
  • Magento 2
  • Reverb
  • Shopsite
  • Square
  • Squarespace
  • Stripe
  • Walmart
  • Wayfair

Note: Even if the feature appears enabled on channels that do not support order revisions (like Amazon or eBay), no revisions will be imported for those orders.

What revisions can be made?

Here are the changes that can be made to your order:

  1. Updating the quantity of a product on the order
  2. Adding a product to the order
  3. Removing a product from the order

The changes will show up as Revision Types in Ordoro. See the list below.

  1. Line added
  2. Line Removed
  3. Line Changed
  4. Price Changed

Note: In this modal, the product’s name will be the product name shown in your Sales Channel.

Can I automatically accept all order revisions from my sales channel?

Yes, you can set your sales channel to automatically accept all order revisions.

1. Go to Account Settings and then select Sales Channels. Click Edit by the sales channel you want to edit.

2. Select the checkbox next to Automatically accept my selected order line revisions. Selecting this option means you will not need to manually accept every order revision.

Which order status does this feature work with?

This feature only works on Awaiting Fulfillment and Dropshipment Requested orders in Ordoro.

Once an order is moved to Shipped, or Canceled statuses the revisions will no longer appear. However, if the order moves back to Awaiting Fulfillment or Dropshipment Requested, the revisions will reappear.

Please note, if a dropshipment request has been sent to your supplier, they will not receive an update with the new information.

How do revisions work with merging and splitting orders?

Merging Orders

When you want to merge an order with another order that has revisions, you will see this option in the Merge Order modal.

Once you apply or reject the revisions, you can then merge the orders.

Split Orders

If the order has been split, the order line changes will not be applied.

Known limitations

  • Tags or addresses applied to the entire order will not be re-synced by Ordoro.
  • Order fields that do not update after a revision is imported:
    • Custom declarations
    • Order’s tax, discount, and shipping and handling fields
    • Order line discounts
    • Order weight and dimensions
  • Automation rules and presets aren’t applied post-revision.
  • Edits made to the order in Ordoro will prevent cart revisions – read more here.

How to set which revisions import per sales channel

You can select which revisions you want to import for each sales channel. To update this for each sales channel, follow these steps:

1. Select your company name and in the dropdown, go to Account Settings.

2. Select Sales Channels and then select Edit by the sales channel.

3. Select the checkbox to add revisions you want to import from that sales channel.

4. Click Save.

Note: To stop order revisions from a sales channel, first accept or reject all revisions from that channel, then uncheck all options in Sales Channel settings and click Save.

How to accept revisions

From the Orders List page

1. On the right side of the Orders Omnibar, select the yellow triangle.

2. Orders with revisions will be shown. Click the link on top of the order: This order has been modified outside of Ordoro.

3. A pop-up window will show the available revisions to the order. You’ll see the SKU, Revision Type, Current Quantity, Current Price, New Quantity, and New Price.

Note: Please confirm all revisions at this time. If you deselect or skip any, they will disappear permanently once the pop-up closes.

4. When ready to update the order, select Confirm Revisions.

5. The order will be updated and the Order Timeline will record any revisions made. For example, this is what the Timeline will show.

See this video to watch the workflow in action.

From the Order Detail Page

1. Click the Order ID to go to the Order Details page.

2. The yellow bar will say: This order has been modified outside of Ordoro.

3. To see the available revisions, select Manage Revisions. Follow the same prompts as above.

How to reject revisions

1. Find the yellow bar above a specific order. Click the link: This order has been modified outside of Ordoro

2. A pop-up window will show the available revisions to the order.

3. Deselect the checkbox next to the SKU. You will see Rejected by the product.

4. Select Confirm Revisions to make this update to the order.

5. You will see an Order Timeline comment when there is a rejection.

How to see all orders with revisions

From the Orders List page

1. On the right side of the Order Omnibar, you will see a yellow triangle. Click on the yellow triangle.

2. Notice that the Order Omnibar now includes the filter: Has External Revisions.

From the Orders’ Filters

1. Go to Orders -> Filters.

4. Under MISC, select Orders w/ External Revisions -> Apply.

How to set revision permissions per user?

1. Select your company name and then Account Settings.

2. Then select Users from the settings sidebar and click Edit next to the user you are updating.

3. Then uncheck the check-box next to Accept and deny order revisions and click Save.

How often do these revisions happen?

  • Order line revisions import when Ordoro imports orders from the sales channel.
  • This happens based on your autosync / instasync settings. Most default to once an hour.

What if I want to import an order line revision faster than my hourly sync?

You can manually sync your sales channel if you need an order line revision to import quickly into Ordoro. See this help article for details.

How do internal edits work with this feature?

If you edit an order within Ordoro and there are order revisions in the sales channel, Ordoro will not import the newest revisions made to the order.

Adding or removing a product

  1. You import an order into Ordoro.
  2. In Ordoro, you edit the order to add a new product.
  3. On the sales channel, the order is edited to add another SKU.
  4. Since you’ve already edited the order in Ordoro, the latest order revision to add another SKU will not import.

Editing a product’s quantity 

  1. You import an order into Ordoro.
  2. In Ordoro, you edit the order to increase the quantity of an SKU. 
  3. On the sales channel, the order is edited to decrease the quantity of the same SKU.
  4. Since you’ve already edited the product’s quantity on the order in Ordoro, the latest order revision to edit that line item will not import. However, if you edited a different product on the order in the sales channel, we will import that change. 

Note: Existing order revisions will remain on orders but all future order revisions will no longer import once you’ve edited an order. If you don’t want to see any order revisions, you can reject the order revisions.  

Shopify tips

Import Zero Quantity Lines

In your Shopify sales channel settings in Ordoro, you have the option to either 1) retain line items that have been updated to 0 units or 2) to remove them entirely from your orders.

Here’s how to adjust this setting:

  1. Click on your Company name in Ordoro.
  2. In the dropdown, under Account Settings, select Sales Channels.
  3. Click Edit by your Shopify sales channel.
  4. Under Sync Settings for this Sales Channel, you can set Import Zero Quantity Lines.

If you select Import Zero Quantity Lines, the order revision will:

  1. Keep the original line item and change the quantity to zero (vs. getting removed entirely).
  2. The order revision type is “Line changed.”

  1. The line item will remain on the order with a quantity of zero units.

If you do not select Import Zero Quantity Lines, the order revision will:

  1. Remove the line item from the order entirely.
  2. The order revision type is “Line removed.”

  1. The line item will be removed from the order.

Partially Fulfilled or Refunded orders

  • If you would like to import revisions for orders that have been refunded in Shopify, please ensure that Partially Fulfilled or Partially Refunded are added to your Shopify order import statuses by contacting Ordoro Support at support@ordoro.com. See this support article to learn about Shopify order statuses.
  • Here is how this works:
    • For example, an order with 2 units of SKU XYZ imports into Ordoro.
    • You refund 1 unit of the SKU XYZ in Shopify and the order status in Shopify changes to Partially Refunded.
    • Since the Shopify sales channel is set to import Partially Refunded orders, Ordoro will import the revision for this order on the next order sync.

WooCommerce tips

  • To edit orders in WooCommerce, the order’s status must first change from Processing to On Hold.
  • Once the order is revised, change the order status back to Processing.
  • The revisions will import on the next order sync.

BigCommerce tips

  • Order line revisions on Instasync are supported for BigCommerce orders.

Vendor Portal tips

  • In the Vendor Portal scenario:
    • The order in the Merchant Portal will be in Dropshipment Requested status.
    • The order in the Supplier Portal will be in Awaiting Fulfillment status.
  • When there is an orderline revision in the Merchant Vendor Portal, the changes will need to be accepted in the Supplier Vendor Portal.
  • If the order originated in a cart for which Ordoro supports revisions, the revisions must first be accepted in the Merchant Portal. The revisions will be sent to the Supplier Portal on the next order import task and can be reviewed and accepted there.
  • To enable Revisions for a Vendor Portal refer to the instructions here but note that the cart type will be Vendor Connect.
    • By default, Ordoro does not pass financial information to the Supplier Portal. Therefore, the “Changes to the Line Total Price” option may not appear.
    • If financial information needs to be sent on the order to the Supplier Portal, please reach out to support@ordoro.com.