Updating order attributes and notes

From the cart page, you can pass order attributes and notes with subscription orders. This is useful if you need to collect additional information from your customers, such as order instructions or whether an item should be gift wrapped. After checkout, this information is saved in the customer's account in Recharge and included in future orders. This guide outlines how to make changes to the order attributes or notes on a customer's subscription.

Before you start

• Only store admin can make changes to the order attribute and notes on a subscription. If you would like to give your customers the ability to make these changes, you will need to use the Recharge API. 
• For more information on creating a cart attribute via Shopify, visit Use cart attributes to collect more information 
• To enable order notes via Shopify, visit Enable order notes on your cart page 
• On BigCommerce, order notes can be enabled in the checkout settings.

Update order attributes or notes

1. In the merchant portal under Customers, search and select the desired customer.
2. Click the ellipsis on the desired address and select View order note & attributes.
   
3. On the pop-up modal, click Edit for either order attributes or order note. 
   
4. Once you are finished, click Save and close the pop-up modal.

When the order is submitted to your ecommerce platform, you will find the adjustments in the Notes or Additional Details sections.

Update order attributes or notes in bulk

To update your order attributes or order notes at large volumes use the Bulk Managing Discounts and Addresses tool in the merchant portal. This process involves the following:

1. Create a CSV file that contains:
   • address_id - Located in the Customers - Shipping addresses export.
   • order_note - The note that will be passed to the “note” field of orders made within the address.
   • order_attributes - For updating order attributes, each array entry contains “name” and “value” keys.
2. Once your CSV file is ready to import, follow steps 2 and 3 in the Bulk update addresses guide to verify and complete the update.

Sending reconciliation data to Shopify and payment gateways

Recharge sends additional customer data via cart attributes to Shopify. Use data from Shopify and your payment gateway to reconcile charges without having to use data from Recharge to make the connection.

This additional metadata on orders created through Shopify checkout makes it possible for Partners to add support for the Shopify Checkout Integration by enabling them to tie orders together and build up a history of their own. Stripe, Braintree, and Authorize.net will receive similar metadata.

New cart attributes

• Charge ID (field name 'rc_charge_id') - Charge within Recharge that represents how much the customer paid and how they were charged. 
  • This cart attribute is included in the payment gateway metadata.
• Address ID (field name 'rc_address_id') - Customer’s shipping address for this order.
  • This cart attribute is included in the payment gateway metadata.
• Subscription ID (field name 'rc_subscription_id') - List of IDs for each subscription included in this order.

If a store is configured with multiple payment gateways, the IDs might look different and will only work on the relevant payment gateway.

For stores on Recharge Checkout on Shopify, an additional cart attribute is included in the order:

• Payment gateway transaction ID (field name 'rc_payment_transaction_id'): This is the ID that can be used to look up the charge on the respective payment gateway.

Enabling and disabling the feature

1. From the merchant portal, click Settings and select Order processing. 
2. In the Order metadata section, enable or disable one or both of the settings:  
   • Send additional order data to Shopify
   • Send additional order data to payment gateway(s) - Stripe is the only payment gateway that additional order data will be sent to. 
     

Order attributes on BigCommerce

For merchants on BigCommerce, order attributes are automatically appended to checkout orders. Order attributes pass important information that you can use to link two orders together or to track a specific customer group for a subscription product. Order attributes are attached to the Recharge subscription and will be passed along in the recurring order. The attributes that are passed are:

• Customer Group - This order attribute corresponds to the BigCommerce customer group a customer is assigned to. This will only appear if the customer was logged into their BigCommerce account when checking out and the customer has been assigned to a specific customer group.
• Cart ID - This corresponds to the BigCommerce cartId.