How to Manually Start an Exchange

Overview

Need to start an exchange on behalf of a customer? WeSupply gives you two flexible options: using the Admin Flow or the Customer Flow.

Option 1: Admin Flow (From the Backend)

You can manually initiate an exchange directly from the admin dashboard:

1. Go to the order in your WeSupply Admin Panel.
2. Click Start a Return.
3. Select the item(s) to exchange.
4. Choose Exchange for something else.
5. Select the new item(s) to be sent.

Note: If payment is required for the exchange, it will follow your current return logic settings.

Option 2: Customer Flow (Mimic the Customer)

You can also simulate the exchange process as if you were the customer:

1. Open the Return Center in an incognito window.
2. Access the order using the customer's email and order number.
3. Follow the return/exchange steps from the customer’s perspective.
4. Check your Return Logic settings to ensure exchanges are allowed:
   1. Confirm exchange rules (e.g., item value differences).
   2. Adjust any restrictions based on product type, price, or return reason.

Need Help?

If you're unsure about your return settings or need help processing a manual exchange, reach out to WeSupply Support — we’re happy to walk you through it!