Create An Exchange Order
How to create an exchange offer when the customer needs to exchange an product or order.
Exchanges are basically a Return, that also creates an outbound shipment once the return is created.
Introduction
When a customer needs to exchange an item, ShipBots makes the process easy and efficient. Here's how to create an exchange order:
Initiating an Exchange
To begin, under the
Orders tab, click on Manage Orders from the dropdown menu to access your Orders Listing page. Search for the Order and click the #OrderNo link to go to Order Details page.
Selecting Items for Exchange
Once you are on the Order Details page, scroll to the
Actions section and click on Return Order.On the return order page:
- Choose the item that the customer wants to exchange.
- Specify the quantity to be returned.
- Select the return reason.
- Set the return type to
Exchange.
Before finalizing, review all details in the
Customer Info and Return Options, and check the Shipping Info to ensure correct return processing.Once all information is verified and correct, click on
Generate RMA button on the bottom right to complete the exchange process. 
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