Exchange Workaround: Duplicating the Order
Stephanie Trinh
13 steps
60 seconds
Shopify
1
Search for the order and click on it
2
Click "More actions"
3
Click "Duplicate"
4
**Only keep the piece that is part of the exchange.** In this case, the customer is swapping their 16" Fortune's Link Necklace for an 18" version. Keep only the necklace on this order.
5
Click "Add discount"
6
Click "Add custom order discount"
7
Enter the amount of the product
8
Click the "Reason for discount" field and type in the reason. (i.e. Exchange - 16" for 18") ***\*please note that the customer WILL be able to see this, so we are helping to create clarity for the new order for the customer***
9
Click "Done"
10
Click "Collect payment"
11
Click "Mark as paid"
12
Click "Create order"
13
If it's not already added to the duplicated page, remember to add the **🔁 Exchange** tag.
Exchange Workaround: Duplicating the Order
Stephanie Trinh
13 steps
60 seconds
Shopify
1
Search for the order and click on it
2
Click "More actions"
3
Click "Duplicate"
4
**Only keep the piece that is part of the exchange.** In this case, the customer is swapping their 16" Fortune's Link Necklace for an 18" version. Keep only the necklace on this order.
5
Click "Add discount"
6
Click "Add custom order discount"
7
Enter the amount of the product
8
Click the "Reason for discount" field and type in the reason. (i.e. Exchange - 16" for 18") ***\*please note that the customer WILL be able to see this, so we are helping to create clarity for the new order for the customer***
9
Click "Done"
10
Click "Collect payment"
11
Click "Mark as paid"
12
Click "Create order"
13
If it's not already added to the duplicated page, remember to add the **🔁 Exchange** tag.