Create and send an order response with conditional acceptance. For example, to change the quantity or offer substitute products on specific line items.
Go to Orders in the Sales section in the main menu. Click and review the order you wish to respond to.
1. Click Process in the top right corner of the order view.
2. Select Conditionally accepted and click Process.
3. In the conditionally accepted view, you can add information to the order response and edit the order response line items.
4. Toggle tabs View response clarification, View delivery, View buyer, and View seller to review and edit additional information.
5. Edit the order response lines with the correct response code.
Available response codes are the following:- Accept without amendment
- Change
- Substitute
- Not accepted
- Already delivered
6. New order lines can be added to an order response. To add order lines, at least one of the original line items must have the action code Changed, Substituted, or Not accepted. New line items need to reference an original order line item.
7. Click Send order response to send the order response.
8. To view sent order responses, navigate to the order view in the sidebar navigation and click Order response in the tab bar.
Edit order line items
Change order line
When setting the response code to Change, a popup will appear, allowing you to change order line information, such as quantity.
Add new order line
Click Add order line. This will open a popup and will give you the option to add a new order line. New order lines always need to reference the original order line.
Note: To add order lines, at least one of the original line items must have the action code Changed, Substituted, or Not accepted.
Substitute order line
When setting the response code to Substitute, a popup will appear, allowing you to substitute the order line with a new product.