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
Finding the Corporate Shop

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In Corporate Office, use the Find Associates search bar to locate the associate/customer requesting an exchange.
[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find
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Click the associate’s Name link to navigate to their Detail section.
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Click New {Corporate} Order to navigate to the Corporate Shop.
New {Corporate} Order button
Locating the Exchange Items

- In the Corporate Shop, use the search bar or Category sidebar to locate the item being exchanged.
- Click Add to Cart.
- Likewise, locate the replacement item and add it to the cart.
Modifying the Quantity in the Shopping Cart

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In the Shopping Cart sidebar, click View Cart to navigate to the Shopping Cart page.
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For the item being exchanged, enter a negative (-) amount in the field under Quantity.
Modify 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.
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Ensure the Quantity of the replacement item is correct.
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Click Checkout.
Checking Out

- In the Checkout page, inspect the associate’s details (shipping address, shipping method, payment method, etc.) and make sure they are correct.
- Apply a coupon, if applicable.
- 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.
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