If a customer requests an exchange, you can create a new order in the Corporate Shop with a negative (-) quantity. Your exchange policy may differ, but this article will show you a simple way to create an exchange.

What We’ll Cover

• Finding the Corporate Shop
• Locating the Exchange Items
• Modifying the Quantity in the Shopping Cart
• Checking Out

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Finding the Corporate Shop

1. In Corporate Office, use the Find Associates search bar to locate the associate/customer requesting an exchange.

   [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find

2. Click the associate’s Name link to navigate to their Detail section.

3. Click New {Corporate} Order to navigate to the Corporate Shop.

   

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Locating the Exchange Items

1. In the Corporate Shop, use the search bar or Category sidebar to locate the item being exchanged.
2. Click Add to Cart.
3. Likewise, locate the replacement item and add it to the cart.

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Modifying the Quantity in the Shopping Cart

1. In the Shopping Cart sidebar, click View Cart to navigate to the Shopping Cart page.

2. For the item being exchanged, enter a negative (-) amount in the field under Quantity.

   

   For example, if a customer returned a quantity of 2, enter -2.

   This gives a negative volume and price, cancelling out the returned product and adding it back to inventory.

3. Ensure the Quantity of the replacement item is correct.

4. Click Checkout.

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Checking Out

1. In the Checkout page, inspect the associate’s details (shipping address, shipping method, payment method, etc.) and make sure they are correct.
2. Apply a coupon, if applicable.
3. Otherwise, click Place Order.

The new product will be shipped to the associate. If the exchange isn’t a 1:1 dollar amount, the associate will be charged the difference.