How to Edit and Refund Items on Orders

There are many scenarios where knowing how to edit/adjust fees and charges as well as change items on an order can be helpful and we will cover just that in this article.
Editing orders can be done in a few clicks through your Dispatch Screen.

There are a few very specific scenarios that require specific actions which will be listed below.

A ) Refunding/Taking off items that have not been delivered

In this case and going forward we will always select the order
we want to adjust and select this button in order to EDIT the
said order.

Now once we open the edit screen we will utilize the window on the right hand side of the order where we will see the summary and quantity of items ordered as seen below.

From here you will be able to select any item and detract or add to the quantity of said item or remove it entirely with the X function.

B ) Driver and/or Restaurant liable re-delivery and credits

This portion of the editing/adjusting orders is also simple, navigate
to the Errors & Adjustments window tab WHILE editing an order.

Here we will see a few different windows and explanation for what they do:

1. Customer Adjustments
   This $ amount that will be a refund/reimbursment to the customer from the RDS.
   (Shown as Discount on the checkout summary on the right)

2. Future Order
   This $ amount is a future credit you can automatically apply to the customer’s
   next order.

3. Restaurant Adjustments
   Credit - Extra amount of money being paid TO the restaurant.
   Charge - Extra charges taken FROM the restaurant
   (re-delivery, special requests, catering, etc…)

4. Driver Adjustments
   Credit - Extra amount of money being paid TO the driver.
   Charge - Extra charges taken FROM the driver
   (Driver liable re-delivery, ordering errors, etc)

C ) Additional Information and Fees Adjustment

This section will have a couple of different settings and
it’s the default screen that shows once you select EDIT on the dispatch screen.

Order Information section on the left is rarely changed post delivery
(Disptachers usually utilize this for Group Codes, Internal Notes and changing Special Instructions per customer request)

Delivery related changes are located in the section on the right under the restaurant’s name
(Changes to Delivery Fees and overriding of Distance and Drive Time)

This section is mostly used to change Delivery Fees and Special Instruction/Internal notes.

D ) Customer / Items / Payment

The last section we will talk about is the Customer, Items & Payment.
These sections will let you do important things in a simple manner

Customer tab - Let’s you Edit or Switch the Delivery Address of the customer.

Items tab - Let’s you add more items to the customer’s order and override the ordering time.

Payment tab - Let’s you remove or modify payments from the selected order as well as add a different payment method.

For a visual representation of Editing/Adjusting an order please watch the link below!