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How do I replace an order in Captura Workflow?

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

Anthony Iavarone avatar
Written by Anthony Iavarone
Updated yesterday

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 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. 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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