Create Exchange Order
Create a new order for items exchanged as part of the return.
Overview
The Create Exchange Order step completes (finalizes) a previously created exchange order when a customer exchanges their returned items for different products. The exchange order itself is created earlier through the exchange cart/order endpoint and referenced by its order number; this step looks that order up, moves payment from the original order, and sets the exchange order's status. 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
- Looks up the previously created exchange order by its referenced order number
- Verifies the credit available from the return covers the exchange order amount
- Moves payment from the original order to the exchange order (crediting the original, authorizing/capturing on the exchange order)
- Calculates price differences (customer may pay more or receive credit)
- Links the processed exchange order back to the return
- Sets the exchange order's status and runs its workflow
Prerequisites
- An exchange order must already exist and be referenced by its order number on the return
- The exchange order must have an exchange payment
- The credit available from the return must cover the exchange order amount
Side Effects
- Credits the original order and authorizes/captures payment on the exchange order
- Links the processed exchange order to the return
- Sets the exchange order's status and runs its 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? |
|---|---|---|
| Exchange order completed | Success | Yes |
| No exchange order referenced on return | Error | Depends on StopOnError |
| Referenced exchange order not found | Error | Depends on StopOnError |
| No exchange payment on the order | Error | Depends on StopOnError |
| Credit insufficient to cover exchange amount | Error | Depends on StopOnError |
Related Steps
- Create Replacement Order - For same-item replacements
- Update Order Status - Update original order