---
title: Additional Order Processing Features
description: If you've got the basics of order processing under control, here are more features you might find useful.
---
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# Additional Order Processing Features
Additional Order Processing Features
If you've got the [basics of order processing](https://help.volusion.com/s/ordershowtoprocessorders?hsLang=en-us)under control, here are more features you might find useful.
**How to Add Products to an Order**
You can add products to an existing order by editing the list of products in the **Details** section.
1. At **Orders** \> **Process Orders**, click an order's ID number.
2. Under **Details**, click **Add.** A new form appears above the **Details** table, with options for you to configure the type of product you want to add to the order.
3. Enter the field values for the product you want to add. If you enter only the **Product Code** and click **Save**, the system will retain all default values for the other fields.
4. Note that you must manually add the **Warehouse ID** for products, if applicable.
5. Click **Save**.
Note that you can add any product in your store's products table, as well as any custom product settings. The cost of the product is added to the order's subtotal.
**How to Edit Products on an Order**
To make further changes to products in an order, go to the **Details** section and click **Edit** next to **Products**. The **Details** table expands to display details for each product on the order
Note that each product assigned to an order will have two rows of settings and fields within the **Details** section. In **Edit** mode, you can enter values into any of the available text boxes to update these product settings and fields. Click **Save** to update the order with any changes you made to these items.
When finished, you can exit edit mode by clicking **List** next to **Products**.
Note that you can't collect funds greater than the total amount that has been authorized for any credit card purchase applied to an order.
If you've added a product to an order and the total amount due is greater than the authorized credit payment, you'll need to contact the customer to apply additional payments to the order.
Customers can apply additional payments by logging in to their **My Account** page and selecting the relevant order from their list of previous orders.
Make sure the order is **Unlocked** so the customer can edit their payment info.
**Drop-Shipping Functionality**
The **Drop Ship** check box is selected by default for any product set to automatically drop-ship (on the product edit page, in the **Advanced Info** section, on the **Vendors** tab, you can find the **Auto Drop Ship** option). To prevent shipment from your [vendor](https://help.volusion.com/s/vendors?hsLang=en-us) (if you want to send it from an on-hand stock instead), deselect this option on the order.
Alternatively, if you don't use auto drop-shipping, you can use this check box to send a [purchase order](https://help.volusion.com/s/purchaseorders?hsLang=en-us) to a vendor you've configured instead of shipping it from your on-hand stock.
**How to Add Discounts to an Existing Order**
To apply a discount to an existing order, go to the **Discounts** section of the order details page and click **Add**.
Enter a specific discount code, name, and amount for a discount, or enter a custom price-based value. Note that discount values can not be entered in the form of a percentage. You can configure discounts to apply before or after taxes.
When finished, click **Save**.
To remove a discount from an order, click the **X** icon on the discount entry.
**Note**
If you intend to apply a discount to an order, you should do so before collecting payment from a customer. Discounts will only modify the total due for an order they will not automatically generate a refund or credit.
**Custom Fields**
Once an order is created, any custom field assigned to it displays in the **Marketing** section of the order details page. This section appears below the **Details** section.
See "[How to Add Custom Fields](https://help.volusion.com/s/howtoaddcustomfieldstothecheckoutpage?hsLang=en-us) " for further information.
**How to Update Shipping Information**
There are several places for you to update shipping information for an order, including editing a customer's shipping address or applying tracking numbers from carriers.
In the **Shipping** section near the top of each order details page, you can update the current shipping address for an order by clicking **Edit** next to the **Shipping** title.
To change the shipping method for an order, go to the **Tracking** section and select a new method from the **Shipping Method** menu. The new shipping method (and its related charges) will be applied to the order.
**How to Apply Tracking Numbers**
To apply a tracking number to an order within the **Tracking Number** section of the order details page, enter the tracking number in the **Tracking #** field, select the shipping method, and enter a shipping date and cost. When finished, click **Save**.
Once a tracking number has been applied to an order, customers can view the tracking number from their store account.
Note that the **Tracking** section does not generate tracking numbers they must be obtained directly from the shipping carrier. If your store is integrated with shipping carriers that support label printing (FedEx, DHL, USPS), you can used the label generation/printing features to generate tracking numbers from any of these shipping carriers by clicking on the carrier's link in the **Print** section of the order details page.
**How to Update Billing Information**
You can updated billing information within an order's details page by clicking **Edit** next to the **Billing** heading.
Note that your customers can also change the type of payment they've applied to an order provided the order is unlocked by selecting the order from their **My Account** page.
How to Manage Orders with Recurring Payments
There are a few things to consider when managing orders that contain products configured for recurring billing:
- You need to maintain some basic payment information to be able to regularly capture payment for products that you have configured to use recurring billing.
- By default, your store is configured to purge credit card information after 30 days. While this configuration is the most secure setting recommended by the PCI Security Consortium, it may interfere with your ability to collect recurring payments
If you sell products configured with recurring billing, you'll need to modify these settings:
1. Go to **Settings** \> **Config Variables**.
2. P**ress Search**.
3. In the **Name** field, enter "payment info".
4. Press the blue **Search**.
5. For **Payment Info Delete Event**, type "NEVER" in the associated text field.
6. For **Payment Info Max Days to Keep**, type "9999" in the associated text field.
7. Click **Save**.
Note that you if you capture CVV2 data, you won't be able to store it per PCI Security Standards Counsel guidelines.
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