Setting Up WooCommerce Edit Order by Customers

Enabling Order Editing For Customers in Your Store

Configuring General Settings

By selecting the “Edit Order by Customer” option, you will be directed to the General Settings screen, where you can conveniently access and modify a range of essential configuration settings. 

Below are the settings you can view and customize from this screen:

• Enable Edit Button: Mark this checkbox to allow edit button settings
• Order Status: From the drop-down menu, pick the order status that you want to change in order. You can select from these eight order statuses:
  • Pending Payment
  • Processing
  • On Hold
  • Completed
  • Cancelled 
  • Refunded
  • Failed
  • Draft

Note: If you want to change every order status in the order, leave the field empty

• Select User Role: Mark the user role(s) that you want to allow to see the edit order button
  • Administrator
  •  Editor
  •  Author
  •  Contributor
  •  Subscriber
  •  Customer
  •  Shop manager
  •  Wholesale
  •  B2B
  •  Retailer

• Select Specific User: Add specific users to which you want to show the edit button to. On clicking the field, a drop-down menu with emails of the available users will appear
• Email Text: Add the text of the email notifier when the order is edited. According to your requirements, you can also change the formatting of this text 

Note: You have to use {customer_full_name} for customer name, {customer_email} for customer email, and {order_number} for order id

Click “Save Settings” when you are done. 

Enabling Billing Address Editing

With the WooCommerce Edit Order by Customer plugin, customers can easily modify their existing order details. They can add or remove items, change quantities, or update shipping and billing information.

To enable billing address editing for your customers, go to WooCommerce >  Edit Order by Customer > Billing Address Settings 

The section will provide you with the following additional options:

• Enable: Mark this checkbox to enable editing of billing addresses by customers
• Choose Order Status: Add the order statuses that you want to change in your orders. There are eight order statuses from which you can choose
  • Pending Payment
  • Processing
  • On Hold
  • Completed
  • Cancelled 
  • Refunded
  • Failed
  • Draft

Note: If you want all order statuses to change, leave the field empty

• Billing Address: Select the billing details you want your customers to change. You can choose from these 12 options:
  • First name
  • Last name
  • Company name
  • Country/region
  • Street address
  • Apartment, suite, unit, etc
  • Town/city
  • State
  • ZIP Code
  • Phone
  • Email address

Click “Save Settings” when you are done. 

Personalizing Shipping Address Settings

Go to WooCommerce > Edit Order By Customers > Shipping Address Settings to enable Shipping Address Editing for customers. The Shipping Address settings include the following: 

• Enable: Mark this checkbox to enable shipping address editing for customers
• Choose Order Status: Include the order statuses you want to change. You will see eight options in the drop-down:
  • Pending Payment
  • Processing
  • On hold
  • Completed
  • Cancelled
  • Refunded
  • Failed
  • Draft

Note: If you want all order statuses to change, leave the field empty

• Shipping Address: Select the shipping details you want your customers to change in their orders. There are nine options for you to choose from:
  • First name
  • Last name
  • Company name
  • Country/region
  • Street address
  • Apartment, suite, unit, etc. 
  • Town/city
  • State
  • ZIP code

Click “Save Settings” when you are done.

Configuring Product Settings

Go to WooCommerce > Edit Orders by Customer > Product Setting to configure the product settings. These settings may include: 

• Enable: Mark this checkbox to enable product settings 
• Order Status: Include order statuses that you want to change in orders. The drop-down will give your two options:
  • Pending payment
  • On hold
• All Products: Mark this checkbox if you want to enable all product settings. After marking, click “save settings” to move to the next section. 

However, if you want specific products or categories to edit in order, leave the checkbox unchecked. 

After not marking the checkbox: 

• Choose Product: Enter the products that you want to edit in order 
• Choose Product Category: Enter the product categories that you want to edit in order

Click “Save Settings” when you are done

Activating Shipping Method Editing 

In order to enable shipping method editing, go to WooCommerce > Edit Order By Customer > Shipping Method Settings. Then, use the following options to configure the Shipping Method Settings: 

• Enable: Enable this checkbox to enable shipping method settings 
• Order Status: Select the order statuses that you want to change in order
• Choose Shipping Method: Choose the Shipping Methods that will be visible to the customers on the Edit Order View Page
  • Flat Rate
  • Free Shipping
  • Local Pickup

Click “Save Settings” when you are done 

Enabling Payment Method Editing for Customers

In this section, you can enable payment method editing for your customers. Configure the payment method settings through the following options:

• Enable: Checkmark to enable payment method settings 
• Order Status: Enter order statuses that you want to change in order 

Note: If you want all order statuses to change, leave the field empty 

• Choose Payment Method: Mark the payment methods that will be visible to your customers in the edit order view page
  •  Direct bank transfer
  •  Check payments
  •  Cash on delivery

Click “Save Settings” when you are done.