99 lines
3.4 KiB
Plaintext
99 lines
3.4 KiB
Plaintext
---
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sidebar_position: 7
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---
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import {
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EllipsisHorizontal,
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} from "@medusajs/icons"
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export const metadata = {
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title: `Manage Exchanges`,
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}
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# {metadata.title}
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In this document, you’ll learn how to manage order exchanges including how to find customers’ requested order exchanges, how to create them, and how to fulfill them.
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## Find Requested Order Exchanges
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{/* TODO check info for correctness */}
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To find customers’ requested order exchanges:
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1. Go to an order’s details page.
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2. In the Timeline section, if there are any requested exchanges you’ll find them with the title “Exchange Requested”.
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---
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## Create an Order Exchange
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{/* TODO check steps for correctness */}
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<Note type="check">
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The order’s payment must be captured and the order's items must be fulfilled first.
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</Note>
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To create an order exchange:
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1. Go to an order’s details page.
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2. In the Timeline section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon.
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3. Click on Register Exchange from the dropdown.
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4. In the new form that opens, there are two steps:
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1. In the first step, choose the items to return to the customer. Once you're done, click on the Continue button.
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2. In the second step:
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1. For each item under the "Items to return" section, enter the item's quantity, choose the return reason, and optionally provide a note that's shown to the customer.
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2. Under the Shipping section:
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1. Choose the location the item is returned to.
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2. Choose the shipping method used to return the item.
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3. Under the "Items to send" section:
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1. To add items to send, click the "Add items" button and choose the Products from the drawer, then click "Add products".
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2. To change an item's quantity, change the value under its Quantity column.
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4. If a refund is required, you can change the amount refunded by toggling the "Custom refund" button and entering the new amount in the field shown.
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5. To disable sending a notification to the customer regarding the exchange, toggle the "Send notifications" button.
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5. Once you’re done, click the Save button.
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---
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## Mark an Exchange’s Return as Received
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{/* TODO check steps for correctness */}
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To mark a return that is part of an exchange as received:
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1. Go to an order’s details page.
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2. In the Timeline section, find the order exchange.
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3. Click on the Receive Return button.
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4. Check the items you want to mark as received.
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5. Click the Complete button.
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---
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## Cancel an Exchange
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<Note type="warning">
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Canceling an exchange is irreversible.
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</Note>
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<Note type="check">
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The return of the exchange must be canceled first. If the return has been marked as received, the exchange can’t be canceled.
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</Note>
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{/* TODO check steps for correctness */}
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To cancel an exchange:
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1. Go to an order’s details page.
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2. In the Timeline section, find the order exchange.
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3. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon next to it.
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4. Click on “Cancel return” from the dropdown.
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5. Confirm canceling the return by clicking the “Yes, cancel” button in the pop-up.
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6. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon again next to the order exchange.
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7. Click on “Cancel exchange” from the dropdown.
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8. Confirm canceling the exchange by clicking the “Yes, cancel” button in the pop-up.
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