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Order NumberShipping Address (Left blank for ECOM orders to adhere to data laws)Is Order on Time?Expected Completion (This is the expected delivery date for the order)Shipment Settings (DEFAULT: ONEs are shipped once they all ready, you can change this setting on an order-to-order basis)Link to order in Shopify
ONE info Current StationExpected ONE Ready Date (This is the expected delivery date for the order)
Navigate to Shopify → Discounts → Create Discount → Discount CodeEnsure the following is completed on this page:Discount Code: add a name that customers will use at checkoutFor example, BERESONANTType: PercentageValue: 20%Customer eligibility: INPUT CUSTOMER EMAIL.*Note: Only input specific customer emails so only customers you intend to use the discount code can use itUsage limits: Limit to one use per customerDon’t forget to hit save!
Click the [+ New Order] buttonSelect a conversation from the [Select a moment] drop downSelect the quantity and size of each styleSelect gifting the [What is this unit for? *] drop downCheck [New Shipping Address] checkboxAdd a Friendly Name so you can easily reference this order. The Friendly Name will be the Name of the orderHit Submit!
Navigate to Shopify → Orders Search for the customer’s order number in the search bar and select the orderClick on the [More Actions] dropdown menu and select “Exchange with Exchange It”Ensure the following is completed on this page:Returned: Select quantity customer would like to exchangeChoose Product: Type in the new product that the customer would likeVariant: Select SizeHit [Place Exchange Order]! Now a new ONE will be made and sent to the customer. Your customer will be notified of the exchange and notified when their order has shipped.
Select the Order: Click on the order that you want to edit.Edit the Order: Click Edit.Remove the Unwanted Product(s): Under the item you want to remove, click Remove. This will update the order total and show if a refund is needed.Add the New Product: In the Add product section, enter the name of the product you want to add, or click Browse to view your store's products and collections. Select the product and click Done.Review and Update: After making the changes, review the updated order total and verify its accuracy. Depending on the changes, you might need to issue a refund or collect additional payment from the customer.
How To’s
How To: Manage the status of a customer’s order
A customer may reach out to you asking you about their order status. The order status tool in can help you find this answer! Below in the Actions section of this document we reiterate this process of finding a customer’s order status for specific use cases, but this is an overview of the order status information that you can find in
Order Status Tool:
In → MAKE → Orders, you can use the order tracking tool to see the status of each of your orders. Each order will have a 'Summary' and 'ONEs' section containing the following:
Summary:
ONEs:
How To: Manage a delayed order
Delayed Order Email Outreach
Currently, we have a delay email that can be sent to customers if an order hasn't been shipped ten business days after being placed. The image below is an example of how it reads (customer's name, date, and brand are swapped for relevance). To enable the late ONE email, please let Managed Services know!
How To: Create Discount Codes
Follow the steps below to create a discount code for one or multiple customers!
How To: Send a Complimentary Gifted ONE to a Customer
How To: Make an Exchange in create.ONE
Resonance suggests that you use the to complete your customer exchanges. You can use Exchange It both before and after a customer’s order is fulfilled. Follow the steps below to complete an exchange with Exchange It:
How To: Update Orders
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