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Automate Exchange Orders

Learn how to put your Exchange Orders creation on Auto-Pilot.

Written by Rafael Felsemburg

With Rich Returns, you can also automate your Exchange Orders creation process. Let's learn how.

  1. Head over to Configuration -> Exchanges -> Exchange Orders tab. There you will be able to see the Enable AutoExchange option.
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  2. Let's enable that option. We can see that we have two settings to configure:

    1. Select order type: This indicates the type of order we're looking to automate this process for. We can select either Exchange Order or Draft Order.

    2. Select Status: This indicates the status of a return in which we want this automation to trigger. Choosing a status, e.g. Approved, means that each time a return is in Approved status, the Exchange or Draft Order we selected above will be created automatically.
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      You can see my settings here, Exchange Order and Received Status. This means that: Each time my returns are in Received Status, an Exchange Order process will be triggered and that exchange will be created automatically.
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  3. Let's see this feature in action. For this purpose, I have actually recorded a quick GIF. Pretty amazing, huh? Not me creating a GIF but what our developers did with this. Automating stuff is brilliant.
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Have questions? Let us know.

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