For a variety of reasons, you may need to make changes to an in-progress purchase by adjusting the price and/or inventory that is being purchased. Perhaps the price changed based on your revenue management rules or other policy changes, or perhaps the customer’s needs may have changed and now they want a different offering. You can handle these scenarios and many more with the Edit feature.
All in-progress purchases can be edited up to the point that the group’s final payment is being processed after you accept it (automatically or manually). For purchases with a single payment, that’s after you accept the one payment. For purchases with installments and thus outstanding, remaining payments left to be made, you can edit them up until the final payment is accepted. To edit such groups, any previously accepted payments must have completed processing and be registered as paid.
To edit a purchase, navigate to your Purchases table, click the Select One button for that purchase, and choose the Edit option.
Alternatively, click on the ID of the purchase you want to edit to view its dashboard, then click the Edit button in the upper right of the page.
If the purchase is in one of the above-mentioned states where editing is not allowed, the Edit option will not appear.
The Edit page is essentially the same as the Create a Purchase page, and you can change just about any field with the following exceptions:
- You can’t make the total cost less than the sum of all completed payments to date for that purchase (note: one workaround for this if it should be lower is that you can make the edits and then trigger a refund separately)
- You can’t delete pricing and leave it blank (i.e. you must enter a new value when changing pricing)
- You can’t change the cost type from Total to Per-slot or vice-versa
- You can’t change the currency after the organizer has claimed the purchase.
Once you’ve made all the changes you desire, click the Save Changes button at the bottom of the page to finish editing the purchase. This generates a Confirm the changes modal where you can explain the changes you’ve made to the group organizer, which is optional but very helpful for your customer. Whether you leave a message or not, click the Save Changes button on the modal to confirm and update the purchase.
The group organizer will be notified via email that changes have been made, including any message you left. If the price has changed in a way that means they or other group members must accept a higher cost for their share, they will automatically be notified of that as well and prompted to accept that new share cost with one click.
If you change your mind while in the process of editing and decide not to make any changes, simply click the Back button in your browser and no updates will be made. If the Confirm the changes modal is open and you decide not to finalize the edit, click the Close button on the modal first then the Back button in your browser.
Please note that if you edit a purchase after payment has been submitted to you by the customers, the organizer will have to re-submit the group’s payment again manually even if you didn’t change the cost. We will notify them via email that they need to do so.