Customer Order Management

FAQ
S.No. FAQ
1 How can I install the Customer Order Management App?
2 What is the purpose of using this app?
3 How to set the discount on reorder for the Customers?
4 How to configure RMA details using this app?
5 Is there any option to auto approve customer's request?
6 How to create stages for RMA process?
7 How can I send Order Invoice to the customer?
8 How to approve Customer's RMA Request?
9 How can I create return request reasons for the customers?
10 Suppose a Customer's Shopify account is disabled. How he/she can manage orders?
11 Is there any specific code needed to configure frontend of this app?
12 How to get in touch with the experts of Customer Order Management app?

FAQ Details

How can I install the Customer Order Management App?

You need to have a Shopify store to install the Customer Order Management App.

You can install this app from its Landing Page. All you need to do is visit the Landing page of the app, enter your Shopify store URL and click on "Install" button to get the app.

Landing Page Link: https://app-sp.webkul.com/com/

Now once you pay for this app, you can see this app listed in the "Apps" section of your Shopify Store.

What is the purpose of using this app?

The Purpose of using this app is that admin can allow his/her customers to send RMA (Return, Cancel or Exchange) requests, request for order invoice, reorder their previous purchase as well as request to change their shipping address.

How to set the discount on reorder for the Customers?

Using this app, admin can provide discount to the customers once the customer reorder his/her previous purchase. And admin needs to set whether he wants to give discount at current reorder or on next reorder.

To set discount on reorder, follow the below given procedure:

Visit the app section>> Go to Configurations>> Visit "Reorder Discount Configuration">>Enable reorder discount, Set the discount type and fill the details>>Save it.

How to configure RMA details using this app?

Admin can configure the details related to Return Merchandise Authorization form RMA Configuration section of the app.

There admin can configure the details of Return Request Submission, set the Request type for the customers, set shipping details and many more.

Is there any option to auto approve customer's request?

Yes.
Admin can auto approve the Return as well as Cancel request of the customers from RMA configuration section of the app.

Follow the below given procedure:

Visit app section>>Go to Configuration>>click on RMA Configuration>>Visit "Default Settings" section>> Enable the options>>Save it.

How to create stages for RMA process?

Admin can add stages for RMA process from RMA Configuration section of the app.

Follow the steps for the same:

Go to Configuration section of the app>>Click on RMA Configuration>>Scroll down to visit Create RMA Process Stages section.

There admin can add stages on his own. 

How can I send Order Invoice to the customer?

Once you get any Invoice request from the customer, you can view it in the Invoice Requests section of the app.

Now to send the invoice to the customer, you need to visit the Action menu and upload the order invoice of suggested file size and extension.

Once uploaded, Send invoice button gets enabled. Now click on Send invoice button to send that invoice to the customer.

How to approve Customer's RMA Request?

Admin can approve the RMA request of the customer from RMA Requests section of the app.

Follow the below procedure for the same:

App section>>Go to "RMA Requests" section>>Click on the request which you want to approve>>Visit Return Request actions>>Change the Request Status to "Approved">> Click on "Save Changes" button.

 

How can I create return request reasons for the customers?

Admin can add reasons for the customers from the RMA Configuration section of the app and the customers will select any of these reasons once they request for return.

Follow the below procedure:

Go to Configuration section of the app>>Click on RMA Configuration>>Scroll down to visit Create reasons for customer section.

There admin can add reasons on his own.

Suppose a Customer's Shopify account is disabled. How he/she can manage orders?

Customers whose Shopify accounts are disabled can also manage their orders using Order Lookup Functionality of the Customer Order Management app.

Admin needs to create a menu as "Order Lookup" on frontend using below steps:

  • Go to Online Store
  • Click Navigation>>Edit Menu.
  • Add a menu with title "order Lookup" or similar.
  • Select the page named "Order Management" from drop down.
  • Click on Save.

Now, Customer will click on Order Lookup menu item to visit the Order Lookup page. There, Customer will enter his/her order ID and Email address. Once the entered email address is verified by the admin, customer can manage that order and perform actions on it.

Is there any specific code needed to configure frontend of this app?

Yes.

  • To display the Request Return, Request Invoice, Reorder and Change Shipping Address buttons on customer's "Order Page" in their My Account section, Copy the below given code and paste it to customers/account.liquid file template:

<div id="wk-order-page-buttons" wkOrderStatus="{{ order.cancelled }}" wkOrderId="{{ order_id }}" wkOrderStatusUrl="{{ order_status_url }}" wkOrderFulfillment="{{ order.fulfillment_status }}></div>

  • To display the reorder section on customer's "Order Page" in their My Account section, you can copy the below given code and paste it to customers/account.liquid file template:

<th>Actions</th>

  • To display a "Reorder" button, you can copy the below given code and paste it to customers/account.liquid file template:

<td><a wk-line-variant="{{ line_item.variant_id }}" class="wk-individual-reorder">Reorder</a></td>

How to get in touch with the experts of Customer Order Management app?

You can drop a mail at support@webkul.com in case of any query regarding the app.