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What is the Best Practice for Order Changes with Cash Sale order prior to fulfillment?

edited Jun 2, 2025 2:41PM in Ask A Guru 2 comments

We are using Shopify, and have the setting to allow the cash sale to be created prior to fulfillment. Generally, it's a good match, and we ship as ordered. Occasionally our customer service team makes item substitutions, and we end up with a billable amount on the order. What is best practice for order changes in this instance?

Example: Customer orders items X and Y for $20 total. We are out of stock and ship Y and Z for $20 total. The cash sale references X and Y, the fulfillment references Y and Z

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