Skip to main content

Set up Order Editing in Post-Purchase

How to do the initial setup order editing setup in PDQ and Shopify

Haim avatar
Written by Haim
Updated over a month ago

Let’s walk through the complete technical setup for enabling Order Editing for your store. It's quick & easy.

Before going live, we'll just need to:

  1. Set order editing settings (what can be edited and for how long)

  2. Set payment method to manual capture in Shopify (so payment finalizes after order edit window)

  3. Enable Order Editing in Shopify for your Thank You page and/or Order Status page

🧾 PART 1: Set & enable Order Editing in PDQ

Go to the Order Editing section of your PDQ dashboard:

  1. In the side menu → Order Editing


    ​

  2. Then set your preferences in each of the three tabs:

    • Order Edits: Which edits can shoppers make?

    • Repricing: Can orders be minimized for refunds?

    • Edit Period: How long after purchase will edits be allowed? (Between 5m and 24h, plus a weekend logic to extend time during fulfillment blackouts)

💳 PART 2: Shopify's Payment Settings

Go to:
​Shopify Admin → Settings → Payments

  1. Set manual payment capture

    • This ensures payment is authorized at checkout, but only captured once the edit window ends. The result is one smooth charge, no refunds, no multi-invoice confusion.

🛍️ PART 3: Add Order Editing Blocks to Shopify Theme

If you're new to editing checkout extension blocks here's a full step by step guide.

To those familiar with the Shopify theme editor:

  1. Go to Checkout page

  2. Navigate to the Thank You Page

  3. Add the “Edit Order” button block

  4. Repeat this on the Order Status Page to put it there too

Some Advanced Rules & Details

PDQ has set a few guardrails to protect shipping margins and avoid abuse:

  • We currently limit the quantity increase by +2

  • Time edit window must be between 5m and 24h

  • Can't decrease quantity to 0, shopper must remove it if enabled instead

  • “Add Product” upsell option only pulls from your recommended products

  • All edits are auto-saved and reflected in the order status

  • All activity is surfaced natively in the Shopify status page
    ​
    ​Shopify also has a few limitations:
    ​

  • Email can only be changed once per day per order (Shopify limit)

  • No address autocomplete available in order editing, users must type addresses manually

🟡 Test it with Test Mode:

You can set Order Editing to Test Mode to try it out before your shoppers see it.

Once in Test Mode, enter PDQ in Address Line 2 of the shipping address in your store's checkout to see order editing in action.
​

Note: When you check out in test mode a real order will be created, so we recommend creating a small hidden product to take through checkout to see how it works.

That's it, once you test it and see it works as intended set it live and let the order editing begin!

Did this answer your question?