Backdoor Exchanges & Reselections

Included in this article:

1. Overview
2. Backdoor a Exchange Procedure
3. Backdoor a Reselection Procedure

1. Overview

There are times in which we would need to create a exchange or reselection for a guest, however the product is not available to be attached to the orders in regular practices, therefore we would need to 'backdoor' the exchange or reselection, which allows us to by-pass the Storis functionality pertaining to original document numbers. Below will provide you a step by step of how to complete a backdoor exchange and reselection.  

Examples of when we would backdoor an exchange or reselection include working on the TDG Parts Project through AFI, and Pre-conversion guests.

2. Backdoor an Exchange Procedure

Use the following procedure when creating a backdoor exchange:

1. In Storis, go to Enter a Exchange screen 

2. Press the green add icon to generate a exchange number 

3. Enter the customer code into the Customer Number field 

Note: If prompted for delivery route code, select the appropriate option. If this is during Spring Road restrictions in Manitoba, we will need to confirm if the guest is located on a Spring Road, and if so, choose the Spring Road route code.

4. Select the selling store location from the Store drop down menu 

5. Enter *129 into the Original Order field 

6. Respond Yes to prompt 

7. Enter SCE1 into both Salesperson and Return Salesperson fields 

8. Select the Return Merchandise tab 

9. Enter the item number of the product into the Product number field and press tab 

10. Select the reason for the return from the Return Reason Code drop down menu 

      a. Choose RWA 

11. Press Save + Add Another 

12. Enter WHITEGLOVE into the Product field and press tab 

13. Press Save 

14. Select Sale Merchandise tab 

15. Say Yes to prompt 

16. Selection Actions > Prep Codes 

17. Choose EX 

18. Press Save twice 

19. Select Payment tab 

20. Select a Fulfillment screen now appears. Choose the soonest date available from the Current Date field 

21. Press Save 

22. Delete delivery charge from Delivery Charge field 

23. Ensure balance is zero 

24. Select Actions > Audit Comments Log > Update Comments 

      CREATED EXCHANGE FOR GUEST AS PER AFI AGED PART PROGRAM. GUEST IS AWARE THAT PRODUCT WILL ARRIVE WITHIN THE NEXT (insert weeks provided). 

      INFORMED GUEST WE WILL PICK UP THE DEFECTIVE PRODUCT WHEN WE ARE BRINGING OUT THE NEW PRODUCT. 

25. Press Save 

26. Press Exit 

27. Save out of the exchange  

3. Backdoor a Reselection Procedure

Use this procedure when creating a backdoor reselection:

1. In Storis, go to Enter a Exchange screen 

2. Press the green add icon to generate a exchange number 

3. Enter the customer code into the Customer Number field 

Note: If prompted for delivery route code, select the appropriate option. If this is during Spring Road restrictions in Manitoba, we will need to confirm if the guest is located on a Spring Road, and if so, choose the Spring Road route code.

4. Select the selling store location from the Store drop down menu 

5. Enter *129 into the Original Order field 

6. Respond Yes to prompt 

7. Ensure both Salesperson and Return Salesperson are populating 

      a. If SCE1 is there, we will need to review the original sales order, to determine what code (Sales person) we should be updating these fields with 

8. Select the Return Merchandise tab 

9. Enter the products item number into the Product number field and press tab 

10. Select the reason for the return from the Return Reason Code drop down m 

      a. Choose RWA 

11. Press Save  

12. Select Sale Merchandise tab 

13. Say No to prompt 

14. Enter RESELECT into the Product field 

15. Enter $0.00 into the Unit Price field 

16. Press Save  

17. Select Payment tab 

18. Select a Fulfillment screen now appears. Choose a date 30 days away from toady's date from the Current Date field 

19. Press Save 

20. Delete delivery charge from Delivery Charge field (if required) 

21. Select the Customer tab 

22. Select Actions > Additional Comments  

      AFI AGED PARTS GUEST HAS AGREED TO RESELECTION NO FEE'S AS PARTS DELAYED, ITEM DISCO. 

23. Press Save 

24. Select Actions > Audit Comments Log > Update Comments 

      CREATED RESELECTION FOR GUEST AS PER AFI AGED PART PROGRAM. GUEST IS AWARE THEY HAVE 30 DAYS TO RESELECT A
NEW PIECE FROM THE STORE LEVEL. INFORMED GUEST WE WILL PICK UP THE DEFECTIVE PRODUCT WHEN WE ARE BRINGING OUT THE NEW PRODUCT. 

24. Press Save 

25. Press Exit 

26. Save out of the reselection