Re-Ordering through PerfectDraft Admin

1. Find the order in PerfectDraft Admin and click the resend/refund button at the top:

   

2. Make sure the Global Reason is set correctly. THIS IS CRITICAL for data gathering.

3. Make sure the product is correct! If the original is out of stock you can search for a different product in the “No more stock? Add another product” bar at the bottom.

4. As with Magento, you can do part re-orders here, you just need to adjust the resend quantity as appropriate.

   

5. Make sure that the Resend Delivery Method is set to Yodel.

6. Scroll down to the bottom and click Validate. Do NOT add a Message for Colleagues as this will show on the packing slip that the customer receives.

7. The new order number will be the same as OG with - RESEND at the end.

8. If the OG order has a gift message on, this will be reprinted with the reorder.

9. Please also go back into Magento and mark the original order as Service Issue Resolved.

Issue Reason & Global Reason Comparison

These are obviously not perfect comparisons but the Global Reason list is only a quick basics and more will be introduced in time.

Replacement orders are done through Magento

Ordering when customer has an account:

1. Find the order in Magento. You will see if they ordered through an account because their name and email will appear blue and you will be able to click on this to open the customers account.
2. Open up a duplicate tab of this order page.
3. Click 'REORDER' top right on one of the tabs.
4. This will bring up a new page, here you can amend the items if needed. Next you need to change the 'Group' to CS issue.