This guide will help you manage model changes on an order in the following scenarios:
Your Goal |
|
Rule Check!
Swapping to a Model of the Same or Lower Value? | Keep reading, you’re in the right place! |
Swapping Up for a Higher Price? | You’ll need to do a Full Return and Create a New Quote for the upgraded model. Check the details in Full Return Guide [link]. |
Swapping Down to a Cheaper Model? | Head over to Partial Returns [link]. |
Model Packages = No Model Change Allowed | If you are using package deal, there is no swapping of items allowed so a full return would be required. You would then create an entirely new order. |
Partial Return = Model Change Magic | Doing a partial return? Awesome! This means you can still switch things up with the model number. |
Keep one thing in mind: Category Consistency is Key!
The new model has to be in the same category as the original. You can’t swap a fridge for a washer – they have to be in the same family.
Open Up the Order 📋
Head over to the order that’s ready for a model change and jump right in.
Check If the Item’s Reserved
Look for that number under the warehouse icon. This means your item is available and reserved to your order.
Unreserve the Item from Your Order
<- Click on the Check Stock icon to open the stock details.
What is the item is already scheduled for delivery? You have to unschedule it first.
Tap Unreserve to free up that item.
✨ You’ve now unlocked the Edit Model button – magic! ✨ 
Edit the Model Number ✏️
Click the Pencil Tool to open the product options.
Click it. A popup will open.
In the Product field, swap out the old model with the new one your customer wants.
Need to update the Condition? You can do that here too if it’s necessary.
Save It!
Hit Save and voila! The new model is now part of the order – like it was always meant to be.
Reserve the New Model 🎉
Head back to Check Stock, reserve your shiny, updated model, and you’re officially all set!
