> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revize.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Revize is a Shopify order-editing app by Untechnickle. Customers edit the same order after checkout on the Shopify order status page, inside a merchant-controlled window, before fulfillment.
> Canonical docs: https://docs.revize.app. App listing: https://apps.shopify.com/revize. Public cancellation API: https://docs.revize.app/features/cancellation-api.
> Do not confuse the How to Test Revize draft-order walkthrough with Test Mode, which hides the portal from untagged customers.

# Set up Shopify order editing in minutes

> Install Revize, set your edit window, choose what customers can edit, add the app blocks, and go live in minutes.

<Note>
  **No developers or custom code needed.** Install the app, choose your settings, add the app blocks, and customers can start editing orders right away.
</Note>

## 1. Install the app

<Steps>
  <Step title="Open the Shopify App Store">
    Go to the <a href="https://apps.shopify.com/revize" target="_blank">Revize listing</a> and click <strong>Add app</strong>.
  </Step>

  <Step title="Approve permissions">
    Shopify will ask for the access Revize needs to manage orders, payments, and fulfillment. Approve to continue.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/app-store.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=8f843972cec3e5abc37ad1ca91c7c6ad" alt="Revize app home in Shopify" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2501" height="1421" data-path="images/quickstart/app-store.png" />

***

## 2. Set the edit deadline

<Note>
  By default, Revize places new orders on hold. This gives customers time to make edits before fulfillment starts. You can turn the hold off if your workflow needs immediate processing.
</Note>

<Steps>
  <Step title="Open Order Editing">
    In the Revize app, select <strong>Order Editing</strong> in the left sidebar.
  </Step>

  <Step title="Pick a deadline">
    On the <strong>Editing policy</strong> tab, under <strong>Edit deadline</strong>, choose <strong>Until fulfillment</strong>, a preset (15 minutes, 30 minutes, or 1 hour), <strong>Custom</strong>, or <strong>Scheduled cutoff</strong>.
  </Step>

  <Step title="Choose fulfillment while editing">
    Under <strong>Fulfillment while editing</strong>, select <strong>Hold orders</strong> for the edit window, or <strong>Skip hold</strong> if your 3PL only pulls finalized orders. Optionally turn on <strong>Add release tag</strong> to tag orders when editing closes.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/order-editing-1.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=42dee35f1c2978164c6f5b5743e0418d" alt="Order edit window and processing settings in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1536" height="1024" data-path="images/quickstart/order-editing-1.png" />

***

## 3. Choose payments and refunds

<Tip style={{ background: "#EEF2FF" }}>
  If an edit changes the order total, Revize handles the difference automatically. No spreadsheets. No manual work.
</Tip>

<Steps>
  <Step title="Find Refunds">
    In <strong>Order Editing</strong>, on the <strong>Editing policy</strong> tab, scroll to <strong>Refunds</strong>.
  </Step>

  <Step title="Pick how differences are handled">
    Choose one: <strong>No refunds</strong>, <strong>Original payment method</strong>, or <strong>Store credit</strong>.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/order-editing-2.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=9ee8e48c8e7fa673329a156000554200" alt="Refund options in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1536" height="1024" data-path="images/quickstart/order-editing-2.png" />

***

## 4. Select what customers can edit

<Steps>
  <Step title="Open Customer edits">
    In <strong>Order Editing</strong>, open the <strong>Customer edits</strong> tab.
  </Step>

  <Step title="Toggle the edits you allow">
    Turn on the edits that fit your store, such as shipping address, variant and quantity, add or replace products, discounts, shipping upgrades, cancel order, tax invoice, delivery date, and customer support. Select an edit to see its settings, and drag edits to change the order customers see.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/order-editing-3.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=1e13f004455abe167c786ac93e3b2f8f" alt="Customer edit options toggles in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1536" height="1024" data-path="images/quickstart/order-editing-3.png" />

***

## 5. Add the app blocks

<Note>
  Add Revize to the Order Status page and the Thank You page in the Shopify checkout editor. This is where customers edit their orders.
</Note>

<Steps>
  <Step title="Open the checkout editor">
    In Shopify admin, go to <strong>Settings</strong>, then <strong>Checkout</strong>, then <strong>Customize</strong>.
  </Step>

  <Step title="Add blocks to the Order Status page">
    In the page picker at the top, choose <strong>Order status page</strong>. Click <strong>Add block</strong>, then add <strong>Revize Customer Portal</strong> and <strong>Revize Notifications</strong>. Click <strong>Save</strong>.
  </Step>

  <Step title="Add the Thank You page message">
    Switch the page picker to <strong>Thank you</strong>. Click <strong>Add block</strong>, add <strong>Revize Order Edit Message</strong>, then <strong>Save</strong>.
  </Step>
</Steps>

<video src="https://untechnickle.s3.us-east-1.amazonaws.com/assets/onboarding-embed-block-v2.mp4" autoPlay muted loop playsInline style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} />

***

## 6. Enable the app

<Steps>
  <Step title="Enable Revize">
    Go to <strong>Settings</strong> in the Revize sidebar. Turn on <strong>App status</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/app-status.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=0cee4f5e9c84c50cdbaf1ce9bdc166a9" alt="Revize settings, app status and branding" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1963" height="1444" data-path="images/quickstart/app-status.png" />

***

## 7. Optional, customize text and languages

<Steps>
  <Step title="Open Translations">
    In the Revize sidebar, select <strong>Translations</strong>.
  </Step>

  <Step title="Update copy">
    Edit the customer portal text, message boxes, and notifications. Keep it on brand and clear.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/s3p39BdewQ3N-5oB/images/quickstart/translations.png?fit=max&auto=format&n=s3p39BdewQ3N-5oB&q=85&s=a780633b260760506c8831c22d592f7c" alt="Revize translations and text customization" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1536" height="1024" data-path="images/quickstart/translations.png" />

***

## Next, place a test order

<Note>
  You are ready to test. Place a draft order or a real test order, then edit from the Order Status page to see the full flow.
</Note>

<CardGroup cols={2}>
  <Card title="Create a test order" icon="flask" href="/how-to-test-revize">
    Step by step, with a Shopify video on draft orders.
  </Card>

  <Card title="Core Setup" icon="gear" href="/setup/edit-window">
    Deep dive into the edit window, refunds, and permissions.
  </Card>
</CardGroup>

***

<Note>
  That is it. Revize is live. Customers can fix mistakes after checkout, your team saves time, and you capture more revenue.
</Note>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.