Reordering and Cancellation
Outline
Welcome
In this module, you will learn how to manage reordering and cancellations seamlessly in Configured Commerce.
After completing this module, you should be able to:
Demonstrate how to enable and configure reordering and cancellation features in the admin console
Reorder previously purchased products effortlessly
Cancel orders from both the admin console and the website
Manage and facilitate customer-initiated reorders and cancellations
Why use Reordering and Cancellation?
Reordering and cancellation allow businesses and customers to adjust orders as needed. They enhance operational efficiency and customer satisfaction by providing convenience and control over placed orders.
How do I benefit from Reordering and Cancellation?
Here's how these features benefit different roles:
- Researcher/Buyer: Buyers enjoy increased convenience and flexibility in managing their orders, enhancing their overall shopping experience.
- Merchandiser: Merchandisers can encourage repeat purchases, manage inventory more effectively and optimize stock levels.
- Customer service: Customer service experience a reduced workload with fewer manual interventions needed for order changes, enabling them to focus on more complex customer inquiries and support tasks.
Turn on reordering
Read the article below to learn how to enable reordering in Configured Commerce.
Turn on reordering
Optimizely Configured Commerce lets you reorder previously submitted orders. This option can be setup globally or uniquely per website and is enabled by default. Use the following steps to allow fo...
Resubmit an order to the ERP
The following article describes the steps required to resubmit an order to the ERP.
Resubmit an order to the ERP
In the situation where an order needs to be resubmitted to the ERP, due to a down connection or some other communication failure, an Administrator can use the Admin Console to resubmit the order. ...
Reorder from the storefront
Read the following article to learn how to reorder previously submitted orders by using the My Account menu on the storefront.
Reorder from order history
When enabled, users can reorder previously submitted orders via the Order Details page. This option is enabled by default. Go to the website. ...
Set up order cancellation
Read the article below to learn how to properly set up order cancellation in Configured Commerce.
Set up order cancellation
Optimizely Configured Commerce lets users cancel orders through the Admin Console or website and send that information to the ERP through an integration job. If an order is canceled without a Cance...
Cancel an order
Follow the steps mentioned the article below to cancel an order.
Cancel an order
Once an order is placed and its status allows for cancellation, it can be canceled from the Order Detail page on the website or from the Order History Details page of the Admin Console. Cancel an o...
Try it
It’s time to play in the Configured Commerce sandbox!
The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site Admin Console using the following credentials:
- Username: TrainingUser
- Password: Opticon1!#
Use the same credentials to log in to the Training site storefront.
After logging in, do the following:
- Turn on reordering in the admin console
- Reorder a previously submitted order from My Account>Order History on the storefront
- Configure order cancellation settings in the admin console
- Cancel an order from My Account>Order History on the storefront
Wrap up
Congratulations! You have completed the Reordering and Cancellation module. You should now be able to:
Demonstrate how to enable and configure reordering and cancellation features in the admin console
Reorder previously purchased products effortlessly
Cancel orders from both the admin console and the website
Manage and facilitate customer-initiated reorders and cancellations
Learn more
While we covered a lot, there's always more to learn about reordering and cancellation and how to work with them!
Check out the below link for an up-to-date collection of helpful guides and technical documentation.
Orders
