Create Exchange Order
Create a new order for items exchanged as part of the return.
Overview
The Create Exchange Order step creates a new order containing replacement items when a customer exchanges their returned items for different products. This handles scenarios where customers want a different size, color, or alternative product.
Identifier
| Property | Value |
|---|---|
| Key | CreateExchangeOrder |
| Group | Replacement |
Configuration Properties
This step has no configurable properties. Exchange order configuration is controlled by Order Settings.
Behavior
What It Does
- Creates a new order based on the exchange request
- Copies customer and shipping information from original order
- Adds exchanged items (may be different products/variants)
- Calculates price differences (customer may pay more or receive credit)
- Links exchange order to the return
- Processes the new order through its workflow
Prerequisites
- Return must have exchange items specified
- Exchange products must be available
- Customer information must be accessible
Side Effects
- Creates new order in the system
- Links exchange order to return and original order
- May trigger payment for price differences
- Starts order fulfillment workflow
Business Cases
When to Use
- Customer wants different size or color
- Customer exchanges for different product
- Upgrade/downgrade scenarios
- Variant swaps
Example Scenarios
Size Exchange Customer returns Medium shirt, wants Large. Exchange order created with Large shirt. No price difference.
Product Upgrade Customer returns $50 item, exchanges for $75 item. Exchange order created, customer pays $25 difference.
Product Downgrade Customer returns $100 item, exchanges for $60 item. Exchange order created, customer receives $40 credit.
Different Product Customer returns blue pants, exchanges for black pants of same style. Exchange order created with new product.
Price Handling
Exchange orders handle price differences:
- Same price: No additional payment needed
- Higher price: Customer charged the difference
- Lower price: Customer receives credit/refund for difference
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Order created | Success | Yes |
| No exchange items | Success (skipped) | Yes |
| Product unavailable | Error | Depends on StopOnError |
| Order creation failed | Error | Depends on StopOnError |
Related Steps
- Create Replacement Order - For same-item replacements
- Update Order Status - Update original order