If you have a customer that was originally going to pickup an order at your winery or retail shop, but then decides to have it shipped, these are the steps to follow.

Your process is to click into an order, to see all the details, and in the addresses section of the order you will see a button that says “Edit Delivery”.

You can add a new shipping address into the order there, manually or from a drop down menu of previously saved shipping addresses. This provides you a record, right there in the order, of where the wines will be sent.

In that window you will also see a drop down menu that you should adjust from “Winery Pickup” to one of the shipping methods available for the state where you are shipping.

Then click the “Update Shipping Info” button.

That will update the address in the order details.

If you need to remove the sales tax charge from the original order (for example, if your business is located in CA the customer would have been charged sales tax to pick up the wines in CA...but you are now shipping to another state) you would click the button “Define and Issue a Refund” where you can refund the client for the sales tax.

Then scroll down to the bottom of the order details page, click the “Apply New Payment to this Order” button, and add the shipping cost you want to charge into the shipping designated cell. That should put a new shipping charge right into that same order.

Be aware that the procedures in the last two paragraphs are separate transactions. The customer would see a refund and a charge to their credit card on their bank statement.