Related Order

Updated 1 month ago

A returning customer can be quickly processed even through phone and email order requests. Simply search for a previous order, either in the Manage Orders or through the Customers tab, open up that order and select Create Related Order from the action menu. This will generate a new order with that customer's information and shipping address.

Another benefit of related orders is to show relationship between two orders when shipping an item related to a previous order. For example, if a customer lost a part of a set and wants to order only that component, creating a related order will show the relationship between the two orders by referencing the order numbers next to each other.

Note: If you do not want to charge the customer for the related order you need to do it as a discount. Setting the item price to zero will not allow the order to ship

Replacement order

There may be times when you must replace an order of defective merchandise, or if an order gets lost in the mail. There is no need to start from scratch. Simply open the original order and select Create Replacement Order from the Action menu. This will create a new order with the identical information. Payment will be discounted fully by default, so if the customer is simply reordering an item, you would have to adjust the discount and receive payment. 

If the customer will be returning the order, you should create an RMA before replacing the item.

Creating a replacement order is particularly important to keep inventory levels current. While unshipping an order and reshipping it would get the order out to the customer, the inventory level would not show a deduction in inventory. A replacement order, however, is a new order, so it uses a new item and deducts from the current inventory levels. There is an option, however, to not deduct inventory for replacement orders.

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