Revise Order
How-to Guide
Author:
Fluent Commerce
Changed on:
8 July 2024
Key Points
- Order Revision User Guide
Steps
Order Revision User Guide
Step 1. Order Revision is available for HD and CC orders in the statuses: PENDING_PAYMENT, BOOKED, CREATED, PICK_PACK.
The user action button will be visible on the page if the order is in the right status.
Step 2. To revise an order it is necessary to click on the Order Revisions button on the Order Details page.
Step 3. Clicking on the button opens Order Revision drawer which displays Order Summary block and information of order items.
Step 4. It is possible to add new order items to the order. To add new order items it is necessary to click on Add Item button.
Step 5. Clicking on the button opens Add Item dialogue which contains a list of product items, their pictures and description (configurable via fc.mystique.search.product.list setting). Clicking Done button closes Add Item dialogue.
Step 6. The following functionality is available for Add item pop-up:
- search based on the following filtering criteria:
- Product Name
- Product Ref
- possibility to add product items to the revised order via Add button. A newly added order item is marked with the label New in the Order Revision drawer.
- while adding new product items the following validations proceeded:
- If the selected item does not exist in the order - the item is added to the parent dialogue and a success message appears:
- If the selected item exists in the order - the item is not added to the parent dialogue and error message appears:
Step 7. All changes while doing Order Revision are displayed on the Order Revision drawer, e.g., newly added items, order item quantity changes and order price changes.
Step 8. Clicking on the Close icon closes the drawer without saving any changes.
No change is saved.
Step 9. Upon clicking on Submit button:
- the System closes Order Revision drawer;
- notification message appears;
- the existing Order is canceled once amendment request is received and New order is created with amended list of items;
- exchange request is validated: if there is any change in existing Order items list or in there quantity before cancelling and creating new order;
- cancelled order and new order have ExchangeOrderLink attribute to have reverse link between these orders;
- new order inherits delivery information and Customer info from original order, changes in new order - items and price calculation;
- credit memo of type exchange is created based on the difference in the total value of new created Order and exchange order with recording all the altered items as credit memo item with there +ve or -ve based on added or removed state.
