05/11/2021 Author J Haller
Process for when a customer would like to change their order ie model of tank etc
*UPDATE 11/5/23 - If order HAS NOT been processed on LN you are able to change quantities
I’ll be using TD12146 as an example if you want to take a look on CMS.
First off, notify the 3rd party supplier we’re cancelling their order if applicable and go ahead and cancel the products from CMS (see below) –
Next, create your new order on CMS, adding the desired products. I’ll be using order TD12194 for this example.
When you get to the payment stage select ‘Manual’>’Other’>’Your Reference’ will be ‘Applied from TD****’>’Acknowledge Manual Payment’ – this will carry over the balance from the cancelled order and the outstanding will just be the difference the customer needs to pay/be refunded for this new order.
You can send a new payment link for the outstanding amount if the customer wishes to pay by card.
Apply notes to each order in CMS explaining the cancellation and payment being carried over & references both TD numbers. Raise a credit request with Ro if applicable.
Process the new order on LN as usual & cancel off the old order, again referencing both order numbers in 'special instructions' box.