Cutoff for Order Edition and Cancellation for Self Serve Users

This article explains how the Cutoff for Order Edition and Cancellation self-serve user's setting impacts the ability of a self-serve user to edit or cancel orders based on their status.

Editing Rules Based on Order Status

• When the Cutoff for Order Edition or Cutoff for Order Cancellation is set to Received, edits can be made while the order is in Received status or any earlier status.

• Once the order status changes from Received to Dispatched, the order can no longer be edited.

• The same applies when the Cutoff for Order Edition is set to Dispatched or Assigned status—edits can occur on an up to that status.

• There is no status that prevents an order from being edited or cancelled immediately upon creation.

Configuring the Cutoff for Order Edition Setting

To set the Cutoff for Order Edition for Self-Serve users, follow these steps:

1. Navigate to Accounts:

   • Log in to your admin dashboard.
   • Go to the Accounts section.

2. Access Profiles:

   • Within Accounts, select Profiles.
   • Locate and select the Self-Serve Profile you wish to configure.

3. Edit Web Options:

   • Click on Edit to modify the selected profile.
   • Navigate to the Web Options tab.

4. Set Cutoff for Order Edition:

   • Find the Cutoff for Order Edition setting.
   • From the dropdown menu, select the desired status (e.g., Received) to determine up to which point orders remain editable.

5. Save Changes:

   • After configuring the setting, click Save to apply the changes.

Example Scenario

1. The Cutoff for Order Edition is set to Received.

2. A Self-Serve user logs in and attempts to edit an order.

3. While the order status is Received, the user can successfully make edits.

4. Once the order status changes to Dispatched, Self-Serve users lose the ability to edit

Key Takeaways

• Orders can be edited up until they reach the Cutoff for Order Edition status.

• Once the status transitions beyond the cutoff (e.g., from Received to Dispatched), editing is no longer possible.

• There is no restriction preventing edits immediately after order creation.