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Adjusting an upcoming subscription order

Change a single upcoming subscription order without affecting the contract or the schedule, from the admin or from the customer's own account.

Most changes to a subscription apply from that point onward: swap a product, change the frequency, move the address, and every future order follows. Occasionally you need to change one delivery only.

Both you and the customer can do this. The steps below are the admin route, and customers have their own equivalent from their account dashboard.

Where upcoming orders live

Open the contract from Subscriptions, then find the upcoming orders in the Orders list. Each order has a ••• menu holding the actions that affect that order alone.

The Upcoming tab lists every scheduled order, not only the next one, and each has its own ••• menu. You can change a delivery several cycles out and leave every order before it alone.

This is the part customers cannot do. From their dashboard they can only change their next order. Anything further ahead has to come from you.

Add a product to one order

From the upcoming order's ••• menu, choose Add product to this order.

This applies to one order only. It does not become part of the contract, so the delivery after it goes back to the contract's usual products. If the customer wants the item every time, change the contract instead.

Which products the picker offers

The picker does not offer your whole catalogue. Three rules decide what appears:

  • Only what the plan's One-off products setting allows. Each plan controls its own adds.

  • Bundled products never appear, whichever plan the subscription is on.

  • Sold-out products are marked, so you can see at a glance what you cannot add.

The same rules apply to the customer's own picker, so you and they see the same list.

If a product you expect is missing, open the plan settings that subscription belongs to and check One-off products rather than the product itself. A product can be available on subscription and still be left out of the one-off list, because the two are configured separately. If the product is deliberately not published to your online store, Include unlisted products is what lets it through. See How to set up a subscription plan.

Change or drop a product on one order

Each product line inside an upcoming order has its own ••• menu with Edit and Remove.

Edit opens Edit upcoming order product, which states at the top: This will update the product ONLY for this upcoming order. The subscription itself will remain unchanged. Change the Select Product / Variant or the Quantity, then click Update order.

Remove drops the product from that delivery. It stays on the contract and returns on the next cycle.

Both are scoped to that one order, so the contract keeps billing as it always did. An order showing 2 × Brain Wave while the contract's Products card reads 2 × Happy Gut is a swap applied to that delivery alone, and the orders after it go back to Happy Gut.

Use these when a customer wants a one-time change, for example doubling a quantity for one month, sending a substitute while something is out of stock, or skipping one item without skipping the whole delivery.

How customers do it themselves

Customers reach the same thing from their account dashboard, so it is worth knowing the flow before doing it on their behalf.

1

Add product to order

Under Products on the subscription card, the customer clicks + Add product to order.

2

Choose how to add it

The Add product modal asks how they want it added:

  • Add to subscription: ships every future order. Only the plan's products are offered.

  • Next order only: ships once with your next order.

They pick one and click Next.

3

Pick the product

Next order only opens Add to next order only, with a search field and the products they can choose from. Sold-out items are listed but greyed out and marked (sold out), so they cannot be picked.

They select a product and click Add to next order.

The item then sits on the card with a One-off · Next order only badge, and the card total updates to include it.

Those two options are the whole distinction in miniature: Add to subscription changes the contract and is limited to plan products, while Next order only touches a single delivery.

What customers can do themselves

From their account dashboard they can:

  • Add a one-off product to an upcoming cycle, the same as you can here, drawn from the same One-off products list.

  • Add and remove subscription products on their own subscription.

Alongside those, an Active contract offers Order now, Skip next delivery, Reschedule, Change delivery frequency, Edit shipping address, Swap Products, Redeem loyalty points, Update payment method, Pause and Cancel. The menu narrows when a contract is Paused or Failed.

The customer subscription dashboard: a tour covers each action, which ones appear in which status, and the address and swap restrictions that catch customers out.

Because a customer can make these changes without telling you, the contract's Timeline is the quickest way to see who changed what.

Using Order now with a one-off addition

A one-off addition sits on a specific upcoming order, so Order now brings it forward along with everything else on that order. Add a product to the next order, run Order now, and the customer is billed for the subscription items and any one-off additions together, and receives them in the same delivery.

Once that order has been processed the contract refreshes for the next cycle. The one-off additions have been used, so the following delivery goes back to the contract's usual products.

This is worth knowing before running Order now to recover a contract or to send an early refill: check the upcoming order first, because anything staged on it will be charged now rather than later. See Manually charging a subscription (Order Now).

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