How do I replace an order in Captura Workflow?

Edited

Need to submit a replacement order for your customer? Learn how to do just that in the online gallery or in the app with Smart Workflow

📚 Before you begin...

Do you need to create a discount code to "zero-out" the order?

  • Consider making a discount code for internal use to set the order total to $0.

Do you need to replace the order because it was the incorrect item?

  • Consider making any necessary changes to your price sheet before you begin.

Do you have a minimum order amount that's needed before completing checkout?

  • Consider swapping the shopping cart template attached with one that has a $0 minimum order amount to avoid any potential checkout issues.


How do I submit a replacement order?

There are two ways to submit a replacement order:

  • Using the Online Gallery

  • Using the Point-of-Sale system with Smart Workflow

Using the online gallery:

  1. Open subject's gallery in the browser.

  2. Complete your shopping cart.

  3. Use your internal discount code to complete checkout.


Using the Point-of-Sale system with Smart Workflow:

  1. Open the subject's record in a job

  2. Click on the Orders toggle to view order information

  3. Select Order Type to add (if applicable);
    - Add Pre-Order: Add an order for products without selecting images.
    - Add Full-Order: Add an order for products with selected images.

  4. Complete your shopping cart.

  5. Use your discount code to complete checkout; sync to "submit" the order.


    Learn more here: Creating orders for multiple subjects

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