Steps in the screenshots correspond to the numbers in the headings.
If the customer has paid by PO, and shipping needs to be changed, you need to adjust the shipping charge in both Salesforce and in the Admin Console of Big Commerce.
In our example, the customer Paid by PO, and put to charge the shipping to their UPS account. However, instead of just adding that they needed it shipped UPS Red as the type, they actually entered the charge under the shipping options.
1. The order starts out in Order Accepted Status.
Add the ASTEA Job number to the Order Name field on both the header and the product line level.
2. Click on Details.
3. Scroll down to the Shipping charges under the order details.
4. Click on the Pencil in the shipping field.
5. Delete the entry.
6. Click Save.
7. The order can stay in Order Accepted status as it was Paid by PO.
Notice that the order total has changed. The Tax amount has not been updated yet but that will be adjusted when we bill the customer. We must now credit back the shipping charge in eCommerce.
8. Log into the Big Commerce Admin Portal.
If necessary, click Orders from the side menu and choose the View Option.
9. Enter your order number in the Text box field and click the three descending vertical lines.
10. Click on the plus sign in front of the order number to see the details.
This is not required but you may want to see the information before going farther.
11. Click on the three dots under Action.
12. Choose Edit Order (the first option in the drop-down.)
13. A pop-up box opens. You can see across the top that Shipping is the third thing you can edit.
14. We are going to navigate through this window using the next button at the bottom of the screen.
15. Once you are on the Shipping screen, scroll down to the very bottom.
16. Change the Shipping Method to none.
17. Review the updated information and hit Save to accept.
The customer does NOT get a new cart for the change in the price. This is because it is an easy enough procedure for the CSR to change shipping in Salesforce and Big Commerce, and the Tax will adjust out after the fact.
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