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How do I replace an order in Blueprint?
How do I replace an order in Blueprint?
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
Drew Starr avatar
Written by Drew Starr
Updated over a week ago

πŸ“š 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's two ways to submit a replacement order:

Method

Link

Using the online gallery

Using the Point-of-Sale system with Smart Workflow


Using the online gallery:

  1. Complete your shopping cart.

  2. 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:

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