Easily update a customer's existing order by adding new merchandise items.
Need to add an extra uniform, tools, or other item to a customer's order after they've already checked out? WeTeachMe allows you to seamlessly add merchandise to an existing order, ensuring all purchases are consolidated and accurately tracked.
Instructions:
Before you begin, make sure the "Merchandise" add-on is enabled in your account.
To check, go to Settings > Add-Ons and enable Merchandise if it’s not already turned on.
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In the "Finance" section, go to "Orders" and use the filters to locate the specific order you want to edit.
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Click on "View Order" (or the icon on the far right) to open the order details.
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In the Cart Summary section, click "Add Merchandise" in the lower right corner.
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In the pop-up window, choose the customer’s name from the dropdown.
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Click "Add Merchandise" in the Merchandise List, then find and select the item.
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Choose the quantity. The charge will update automatically. If you want to change the amount, enter the desired value.
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Repeat steps 6–7 for each additional item you want to add.
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Tick the box to charge the customer for the merchandise.
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If their card is stored, it will be charged directly.
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If no card is stored, a pending payment reminder will be sent instead.
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Finally, click "Add Merchandise" to complete the update. You can view the update and its details in the Activity section of the order.