Have you ever received orders before fully setting up the store? Or maybe you forgot to apply a discount and the orders were already processed? Our software lets you edit the order, apply the discount, and then refund the original payment method. Additionally, these instructions also outline the exact steps for processing partial refunds on an order. With that in mind, here are the four major steps to follow:
Closing the store
This is a simple, yet crucial action we need to remember when adding a coupon after an order has been placed. This is because when we add coupons without codes to an open store, it will be applied to incoming orders as a retroactive discount. So, as a refresher, here are the steps to close a store:
Step 1: Go to the store of the order you want to add a discount to.
Step 2: Click "Edit Store".
Step 3: Under the General tab, locate the Store Settings section
Step 4: Click on the "Close store on" section and choose yesterday's date.
Step 5: Hit the “Save changes” button in the upper-right portion of the page.
Making a codeless coupon
Now that the store is closed, we can add the coupon without a code, preventing any incoming orders from picking up the code as an instant discount.
Step 1: Go to the Taxes & Fees tab.
Step 2: Under the Coupons section on the right portion, click “Add Coupon”.
Step 3: If you've previously made a coupon, select it from the dropdown menu and click “Save”, then skip to the next section, Updating the order and completing the refund. Otherwise, skip to step 4 below.
Step 4: If you need to make a new coupon, click on "Create a new Coupon". Click here for more detailed instructions on how to create a coupon.
Step 5: Enter a name for the coupon. This will show up on the receipt.
Step 6: Select a Coupon type that fits the kind of discount/refund you need to give (unless you know otherwise, this will likely be a flat dollar amount from the grand total).
Step 7: Enter the discount amount or partial refund you wish to apply. Make sure not to add a coupon code, then hit "Save".
Updating the order and completing the refund
Click here to learn how to find an order, or refer to the steps below:
Step 1: Use the global search in the OMG dashboard and type in the order ID, or go to Store Overview > Manage Orders to find the order.
Step 2: Click on the order ID to open the order overview. Once you’re on the order overview page, click on "Edit" in the left-hand menu to edit the order.
Step 3: Click on the Products tab. The new coupon should now be shown in the order breakdown.
Step 4: Click the green "Update" button to update the balance to reflect this coupon.
Step 5: Once updated, a new "Total Due" should appear.
Step 6: Click on the Charges & Refunds tab.
Step 7: Select a refund method using the dropdown menu, then click on "Submit Refund".
Removing the coupon after completing the refund
Once all the orders you need to refund have been updated, we need to delete the refund from the store. This is to ensure that no future updated orders pick up the coupon, and that no new orders receive the discount after you reopen your store.
Step 1: Click "Go Back" to go back to the store.
Step 2: Click "Edit Store" again.
Step 3: Click on the Taxes & Fees tab.
Step 4: Click on the "X" button to delete the coupon from the store.
Step 5: Click the red "Delete" button to confirm.
After removing the coupon, you can now reopen the store by going to the General tab, change the "Close Store On" date, choose the correct close date, then hit the green “Save Changes” button.
Sometimes it's inevitable that you need to change something about an order after it's been placed. Luckily, OrderMyGear makes it easy to make these adjustments!
Click here to learn how to add a new product to an order.
Click here to learn how to exchange a product within an order.
Click here to learn how to refund products and/or shipping on an order.
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