Optimize Your Workflow with Exchange It Today App Settings
Table of Contents:
- Introduction
- General App Settings
2.1 SKU vs Barcode Display
2.2 Refund Panel vs Exchange Order Charge Panel
2.3 Default Restock Location
2.4 Options for Refunds
2.5 Options for Original Order Note
- Exchange Order Settings
3.1 Order and Shipping Confirmation Emails
3.2 Modifying Pricing for Exchange Orders
3.3 Showing Tax for Added Products
3.4 Additional Settings for Exchange Order Note and Tag
3.5 Activating Custom Product Picker
- Conclusion
Article: Understanding the Different Options in the Exchange It Today App Settings Page
Introduction
When using the Exchange It Today app, it's essential to understand the various options available on the settings page. In this article, we will walk you through each setting and how it can be customized to help you make the most out of the app.
General App Settings
In this section, you will find several options that allow you to adjust the app's general settings to suit your preferences.
2.1 SKU vs Barcode Display
One of the first settings is the ability to choose between displaying the SKU or the barcode along with the product information. Select the option that is most convenient for your needs.
2.2 Refund Panel vs Exchange Order Charge Panel
Next, you have the option to set the default panel shown when processing either a refund or an exchange order. This can save you time if you frequently perform specific actions.
2.3 Default Restock Location
If you have a default restock location, you can easily set it here. The app will automatically pre-fill this location for restocking purposes, which streamlines your workflow.
2.4 Options for Refunds
In the refund section, you can customize the refunding process further. You can choose to show the tax refunding products and enable the refunding of shipping paid on the original order.
2.5 Options for Original Order Note
The app automatically applies a note to the original order to provide information on the new exchange order. You can customize this note using the provided key.
Exchange Order Settings
In this section, you can tailor the settings related to exchange orders and how they are processed.
3.1 Order and Shipping Confirmation Emails
You have the ability to modify the order and shipping confirmation emails that are sent to the customer. This allows you to personalize the communication for a better customer experience.
3.2 Modifying Pricing for Exchange Orders
When performing a free exchange with no invoice, you can choose whether to apply a custom discount equivalent to the total order amount or set the individual product prices to zero. These options ensure the exchange order's total value remains zero.
3.3 Showing Tax for Added Products
For exchange orders with charges, you can choose to display the tax for the products being added. This helps provide transparency to both you and your customers.
3.4 Additional Settings for Exchange Order Note and Tag
In this section, you can enhance the exchange order process further. You can add tags to categorize exchange orders and include automated or custom exchange order notes for additional information and instructions.
3.5 Activating Custom Product Picker
If your Shopify staff members don't have access to the product store permission, activating the custom product picker allows them to select products for exchange orders. You can also choose to hide specific products from the custom product picker by setting a tag for those products.
Conclusion
By familiarizing yourself with the various settings available on the Exchange It Today app, you can optimize your workflow and tailor the app according to your specific needs. The ability to customize settings such as display preferences, order notifications, and exchange order processes ensures a seamless experience for both you and your customers.
Highlights
- Customize your Exchange It Today app settings to optimize your workflow.
- Choose between displaying SKUs or barcodes for product information.
- Set default panels for refunds or exchange order charges for efficiency.
- Pre-fill restock locations to streamline restocking processes.
- Customize refund options, including tax refunds and refunding shipping costs.
- Add informative notes to original and exchange orders using the provided key.
- Modify the content of order and shipping confirmation emails.
- Customize pricing for free exchange orders to maintain a total order value of zero.
- Show tax for added products in chargeable exchange orders.
- Enhance exchange order processes with tags, automated notes, and custom notes.
- Activate the custom product picker for staff without product store permission.
FAQs
Q: Can I change the settings in the Exchange It Today app?
A: Yes, you can customize various settings in the app to suit your preferences and workflow.
Q: How can I choose between displaying SKUs or barcodes?
A: In the general app settings, you can select the preferred option for displaying product information.
Q: Can I customize the content of order and shipping confirmation emails?
A: Yes, you have the ability to modify the content of these emails to provide a personalized experience for your customers.
Q: Is it possible to show tax for added products in exchange orders?
A: Yes, you can choose to display tax for products being added in chargeable exchange orders.
Q: Can I activate a custom product picker for staff without product store permission?
A: Yes, by activating the custom product picker, your staff members can still select products for exchange orders even if they don't have access to the product store permission.
