pick up, ship, change order from pickup to ship, change order from pick up to ship
How do I change an order from Pick Up to Ship after the order has been placed and credit card charged, and how can I then charge the shipping?
If the order IS eligible for an automated conversion, you will see a "convert to ship" button above the line items when you open the order (do not click the edit pencil on the order).
On the following page, select the shipping address for the customer (you should have a link to the customer's entire saved address book, and you may enter a new address as needed), select a shipping method, select a shipping rate, and indicate whether you would like tax to remain the same or for tax to automatically recalculate based on the order changes.
Finally, if you would like the system to automatically email the customer, modify the email as well.
The order will recalculate with these changes at the bottom of the page, where you can see if there will be additional charges or refunds to the customer when the order is processed.
You may submit the order and send your email, or just submit the order. When you submit the order, the order will be captured (any balance due will be fully captured, or if the order modifications resulted in an over-charge, the balance will be refunded). The order will be converted to a pickup order, but it will retain the same order number.
If the order is NOT eligible for conversion, you will need to cancel this order and re-place it as a ship order. As for the charged credit card, you can either void/refund the charge on this order and recharge the new order amount on the new order, or you can leave the charge on this order even though the order is cancelled, and charge only the additional shipping amount (adjusted for whatever tax adjustments are required, if any, as a result of changing from pickup to ship). If you choose the latter, be sure to make a note on your order that the balance was charged on such and such a date on order number XXX, with an explanation - just in case someone needs to audit this later.
If you need additional help with this please contact your account manager, whose information you can find at the top of the settings section in your OMS.
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