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Guides and answers for setting up Account Editor — order editing, post-purchase upsells, Shopify Flow automation, and every 3PL, OMS & ERP connector.
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The guides most stores open first.Quick Start Guide — First Edit, First UpsellExample: M → L Checks variant mapping + inventory logic.Read guideInstall Account EditorOnce installed, you can find the app under: Shopify Admin → Apps → Account EditorRead guideDashboard OverviewAt the top, you’ll find key performance metrics such as Support Tickets Avoided, Incremental Revenue, Orders Canceled, and Notification Emails Sent — giving…Read guideGeneral Settings — Edit Window, Time Limits & Validation RulesConfigure edit windows, time limits, and validation rules in Account Editor. Control when customers can edit orders, what they can change, and how rules are enforced.Read guideCreating Upsell Offers (End-to-End Setup)End-to-end guide to building post-purchase upsell offers in Account Editor. Pick products, set rules, configure pricing, and launch offers customers see after checkout.Read guideAccount Editor × Shopify Flow (Triggers, Actions & Logic)Complete reference for Account Editor's Shopify Flow triggers, actions, and logic. Build automated workflows around customer order edits, cancellations, and upsells.Read guide
Getting Started
10 articles- Add Editing Info to Shopify’s Order Confirmation Email
- Adding Account Editor Blocks in Shopify: Order Editing & Upsell Widgets Explained
- Changelog for Account Editor
- Checkout Page
- Dashboard Overview
- Install Account Editor
- Order Status Page (OSP) — Where All Actions Actually Run
- Quick Start Guide — First Edit, First Upsell
- Setting Up Account Editor on Legacy Customer Accounts
- Thank You Page — Add Account Editor Widgets After Checkout
Order Editing
12 articles- Address Editing (Suggestions, Validation & Restrictions)
- Editing Eligibility & Restrictions (Subscriptions, Bundles, Product Types)
- Email Notifications Settings — Post-Edit, Post-Upsell & Cancellation Emails
- General Settings — Edit Window, Time Limits & Validation Rules
- Invoice Settings — Tax, Shipping
- Item Editing (Variants, Quantity, Product Attributes)
- Language & Localization — Translating the Order Editing Experience
- Order Cancellation Rules & Restocking Fees
- Replace Vs Swap Feature
- Shipping Editing & Recalculation Logic
- Smart Window
- Troubleshooting Order Editing
Upsells
6 articlesAutomation (Shopify Flow)
4 articlesIntegrations
4 articlesFulfillment & 3PL Connectors
39 articles- Actlogistis
- Apparel21
- Black Bear fullfillment
- Black Mann
- Borderless
- Brightpearl Integration — Shopify Order Editing Sync (Account Editor)
- CartRover & GetQuickMail — Holding Orders Until Edit Window Ends (Account Editor)
- CIN7 OMNI
- Coghlan 3PL
- Dexion
- Dispatch Lab
- Fishbowl
- Fulfil
- Fulfillrite
- Future Fulfilment
- Global-E
- Hexspoor Integration
- Indigo8
- James & James
- Kayo 3PL
- Malpha 3PL
- Microsoft Dynamics 365 Business Central
- Mintsoft
- NetSuite
- Next3pl
- NPF/NP Fulfilment
- Peoplevox
- Ready 2 Ship
- Scend Integration
- Sendclaud
- Ship Theory
- ShipBob
- Shippingbo
- Shippit
- ShipStation & DPD — Delaying Fulfillment for Post-Purchase Edits (Account Editor)
- ShipVine
- Smartpack
- Starshipit
- Unleashed
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