CIN7 OMNI

Step 3 — Disable Shipping Methods App Block in Account Editor

CIN7 OMNI does not support shipping method changes during the editing window. To prevent customer confusion, you must disable the Shipping Methods App Block in Account Editor settings.

1. Open your Account Editor app settings in Shopify Admin
2. Navigate to the App Blocks configuration
3. Find the Shipping Methods App Block
4. Set it to Disabled
5. Click Save

Step 4 — Configure the Editing Deadline

Set how long customers have to edit their order before the grace period expires and payment is captured. This deadline should match the timing configured in the Shopify Flow.

1. Open Account Editor app settings
2. Find the Editing Deadline setting
3. Set the deadline to match your Flow timing (e.g., 30 minutes)
4. Click Save

Step 5 — Your Account Editor Workflow

Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = Authorized (CIN7 OMNI does not see it )
2. Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address
3. Grace period expires → Shopify Flow automatically captures payment
4. Payment becomes Paid → CIN7 OMNI downloads the finalized order
5. Order is shipped with all edits included — no manual intervention needed

What happens after this setup:

• Correct order total — removed items not counted
• Added items appear correctly in CIN7 OMNI
• Quantity changes reflected accurately
• Address changes included in the download
• No manual payment capture needed — fully automated

Settings Summary

Testing Your Integration

Before going live, run through all three test scenarios and the general flow to confirm CIN7 OMNI integration works correctly.

Test 1 — Removal of Products

Verify removed items don't appear in CIN7 OMNI.

1. Place a test order with multiple items
2. During the editing window, remove one or more products
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with correct items only — removed products should not appear

Test 2 — Addition of Products

Verify added items appear in CIN7 OMNI.

1. Place a test order
2. During the editing window, add additional products
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with all added items included

Test 3 — Discount Code Application

Verify discounts reflect in CIN7 OMNI.

1. Place a test order without a discount code
2. During the editing window, apply a discount code
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with discount applied and correct pricing

General Test Flow

End-to-end verification:

• Place a test order — verify it does not appear in CIN7 OMNI immediately
• Make edits during the editing window — add/remove items, apply discounts
• Wait for the editing period to expire
• Confirm payment is captured automatically by the Flow
• Confirm order appears in CIN7 OMNI with all edits included
• Verify all changes are reflected accurately
• Verify shipping method changes are blocked (App Block disabled)

Troubleshooting

Best Practices

• Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
• Always disable the Shipping Methods App Block — CIN7 OMNI cannot process shipping changes
• Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
• Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
• Test the full flow end-to-end before going live with real orders

Need Help?

If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

• Your store URL
• Screenshot of Shopify → Settings → Payment capture method
• Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
• The affected order number