Skip to main content

How To Edit or Modify a Placed Order

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over 2 months ago

There will be times where you need to modify, add or remove what was originally ordered from the agent on the order page. You have full control to do this in the Order Overview Page.
​

How to Modify a Placed Order

This guide outlines the process for modifying an existing order in Spiro. You can adjust order details, change service prices, update bundles or add-ons, apply discounts, and resend confirmation emails to agents.

1. Accessing Order Details

To begin modifying an order, you must first navigate to its details page.

  1. From the main dashboard, go to the Orders grid.

  2. Find the specific order you wish to modify and click on it to open the order overview page.

  3. Scroll down to the third section and click to expand the Order Details view. This area contains all the information submitted by the agent.

2. Modifying a Service Price

One of the most common modifications is overriding the price of a service or add-on.

  1. In the right-hand column of the Order Details section, locate the item whose price you need to change.

  2. Click the pencil icon next to the listed price.

  3. A pop-up window will appear. Enter the new price.

  4. Select a reason for the price override from the dropdown menu.

  5. Add a brief note explaining the change for future reference.

  6. Click Save.

Key Points:

  • Any price that has been manually overridden will appear in red text for easy identification.

  • All price overrides are tracked. A log entry showing who made the change, along with the date and time, will be added to the Logs section at the bottom of the page.

3. Changing the Service Bundle or Add-ons

If you need to change the primary service bundle or adjust the add-ons for an order, use the shopping cart editor.

  1. In the upper-right corner of the Order Details section, click the Edit button.

  2. This will open the shopping cart interface for that order.

  3. From here, you can select a different service bundle, add or remove add-ons, and make other adjustments as if you were creating a new order.

  4. Once your changes are complete, click Save. The order will update with the new items and pricing.

4. Applying Discounts

There are two primary methods for applying a discount to an entire order.

Method A: Apply a Coupon

  1. In the pricing summary area, click the pencil icon next to the coupon field.

  2. Select an available coupon from the list.

  3. Apply the coupon to the order. The discount will be reflected in the total.

Method B: Add a Negative Custom Fee This method allows you to apply a custom, one-time discount amount.

  1. Locate the Custom Fees line item and click to add a new fee.

  2. Enter a descriptive name for the discount (e.g., "First Month Discount" or "Loyalty Credit").

  3. In the amount field, enter the discount as a negative number (e.g., -100 to apply a $100 discount).

  4. Click Save Changes. The total order amount will be reduced by the custom fee.

5. Sending an Updated Order Confirmation

After making modifications, you should inform the agent by sending an updated confirmation email.

  1. At the top of the order page, click the three-dots menu icon (⋮).

  2. Select Send Confirmation Email from the dropdown menu.

  3. Click Confirm on the pop-up prompt.

  4. The agent will receive a new email with the updated order details.

If you have any further questions, please contact support via the chat bubble within the application.
​

Did this answer your question?