Change an order while picking

What a picker may change on an order in the Picker app, how replacements are offered, and how the customer approves a change.

When a product is missing or a weighed item came out different, the picker changes the order in the app instead of calling you.

When a picker can change an order

All of these must be true:

Enable Order Modification before Delivery is on under Shop › Settings › Order Settings. Otherwise the app answers "Order modification is not enabled for this shop."
The picker has taken the order and it is in Picked by Picker. Otherwise: "You can only modify orders in Picked by Picker status."
The order is not a gift-card sale.

What the picker can change

Change	Rule
Quantities	Always. The order must keep at least one product
Remove a product	Always, by leaving it out
Add a product	Only with Can Add Products For Modification on in Picker Settings. Otherwise the app refuses with "Adding new products is not allowed for pickers."
Prices and charges	Not when Can modify price on order modification only by shop admin is on in Permissions. Lines then keep their price, new products take the catalogue price for that customer, and the delivery and shop charges stay as they were
Coupon	A coupon code can be applied with the change

Choosing a replacement

When the picker adds a product in place of a missing one, the app offers up to three lists. Each has its own switch under Shop › Settings › Permissions:

List	Shows	Switch
Recommended	The alternatives you set on the missing product, in stock	Show Recommended products tab in substitution popup
Related	In-stock products from the same sub-categories as the missing one, or from its category when it has none, with a search	Show Related products tab in substitution popup
All products	Your active, in-stock catalogue by category, with a search	Show All Products tab in substitution popup

Prices in these lists are the ones that apply to the order's customer.

With Enable Order Substitution on in Order Settings, the customer says at checkout what to do about unavailable items, and the picker sees that choice on the order. See Choose substitutes for an order item.

Save now, or ask the customer

The picker finishes a change in one of two ways.

Apply it now. The order is updated and stays in Picked by Picker. The customer is told by app notification and e-mail.
Ask the customer first. The status becomes Modified, Awaiting Approval and the customer gets the request. Items cannot be picked while the order waits. When the customer approves, the order comes back to the same picker in Picked by Picker, and the picker gets a push. The customer can also cancel the order instead of approving.

Stock, balances and refunds follow the same rules as a change made in the panel. See Modify an order.

What a change does to picking

Two switches in Picker Settings decide what happens to the work already done:

Switch	Off (the default)	On
Reset Picked Quantity On Modification	A line stays picked when its new quantity is not above what was picked. A line whose quantity went up keeps its picked count and is no longer complete	Every line of the order starts again at zero
Reset Picker On Modification	After the customer approves, the order returns to the picker who had it	After the customer approves, the order goes back to the new orders for any picker to take