docs: added order exchange user guide (#2368)

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Shahed Nasser
2022-10-06 18:42:37 +03:00
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import UiIcon from '@site/src/components/UiIcon';
# Manage Exchanges
In this document, youll learn how to manage order exchanges including how to find customers requested order exchanges, how to create them, and how to fulfill them.
## Find Requested Order Exchanges
To find customers requested order exchanges:
1. Go to an orders details page.
2. In the Timeline section, if there are any requested exchanges youll find them with the title “Exchange Requested”.
## Create an Order Exchange
:::info
An exchange can only be created if the orders payment is captured and the items have been fulfilled.
:::
To create an order exchange:
1. Go to an orders details page.
2. In the Timeline section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon.
3. Click on Register Exchange from the dropdown.
4. In the new window that opens:
1. Choose the items you want the customer to return. For each item you select:
1. Click on the Select Reason button.
2. Choose a reason from available Reasons. If you cant find any Reasons, make sure to add Return Reasons in Settings first.
3. You can optionally add a Note.
4. Once youre done, click on the Add button.
2. Choose a Shipping Method to return the customers items.
1. You can optionally specify a custom price for shipping by clicking the “Add custom price” button.
2. You can remove the custom price by clicking the <UiIcon lightIcon="https://i.imgur.com/7hztVhj.png" darkIcon="https://i.imgur.com/1yp4PNt.png" alt="trash" /> icon.
3. In the “Items to send” section, click on the Add Product button. Then:
1. Check the products you want to send to the customer in exchange.
2. When youre done, click the Add button.
3. You can remove products youve added by clicking the <UiIcon lightIcon="https://i.imgur.com/7hztVhj.png" darkIcon="https://i.imgur.com/1yp4PNt.png" alt="trash" /> icon.
4. You can change the quantity of the product to send using the <UiIcon lightIcon="https://i.imgur.com/1hL8NiW.png" darkIcon="https://i.imgur.com/8LtkPqW.png" alt="plus" /> and <UiIcon lightIcon="https://i.imgur.com/EGk9uYD.png" darkIcon="https://i.imgur.com/XvkBK8p.png" alt="minus" /> icons.
4. If you dont want the customer to receive an email that an exchange has been registered, uncheck the “Send notifications” checkbox.
5. Once youre done, click the Complete button.
## Mark an Exchanges Return as Received
To mark a return that is part of an exchange as received:
1. Go to an orders details page.
2. In the Timeline section, find the order exchange.
3. Click on the Receive Return button.
4. Check the items you want to mark as received.
5. Click the Complete button.
## Cancel an Exchange
:::warning
Canceling an exchange cant be undone.
:::
The return of an exchange must be canceled first before the exchange itself can be canceled. If the return has been marked as received, the exchange cant be canceled after that.
To cancel an exchange:
1. Go to an orders details page.
2. In the Timeline section, find the order exchange.
3. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to it.
4. Click on “Cancel return” from the dropdown.
5. Confirm canceling the return by clicking the “Yes, cancel” button in the pop-up.
6. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon again next to the order exchange.
7. Click on “Cancel exchange” from the dropdown.
8. Confirm canceling the exchange by clicking the “Yes, cancel” button in the pop-up.
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- [Manage Draft Orders](./drafts.mdx)
- [Manage Order Returns](./returns.mdx)
- [Manage Order Claims](./claims.mdx)
- [Manage Order Exchanges](./swaps.md)
- [Export Orders](./export.mdx)
- [Manage Order Exchanges](./exchange.mdx)
- [Export Orders](./export.mdx)
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# Manage Exchanges (Swaps)
:::note
This guide is coming soon.
:::