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How-to

Introduction

This guide explains how to generate a replacement shipment for an existing customer order within UltraCart. A replacement shipment may be used when a product needs to be resent due to damage, loss, or other customer service-related issues.

Prerequisites​

Prerequisite: The user must have the following permissions enabled:

  • Review Orders

  • Access Accounts Receivable

Step-by-step Instructions

1. Locate the Original Order​

  1. Navigate to:
    Main Menu → Order Management → View All Orders

  2. Use the search or browse tools to locate the order that requires a replacement shipment.

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  3. Click the Replacement Shipment button located on the left side of the order row.

2. Configure the Replacement Shipment​

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You’ll be presented with a screen containing the following configuration options:

FieldDescription
Reship QuantityEnter the quantity for each item you want to reship. Leave it blank to exclude an item.
Shipping MethodSelect a shipping method for the replacement shipment. Defaults to the original order’s method.
PaymentChoose whether the replacement is Free or Send to Accounts Receivable for manual adjustment for item unit cost, shipping method and shipping cost, etc.

Note: Choosing Send to Accounts Receivable allows advanced control over order pricing and shipping cost.

  1. After configuring the replacement shipment, click Generate Shipment.

3. Confirm the Replacement Order​

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After submission, a confirmation screen will appear. Both the original and replacement orders will include a merchant note with the date, user, and description of the replacement.

Frequently Asked Questions

How do I manually generate a replacement shipment that only charges shipping and handling, but the item is free?​

  1. On the Payment dropdown, select Send To Accounts Receivable.

  2. In the Order Editor, click the Items tab.

  3. Change the Unit Cost of the replacement item to 0.00 and save the changes.

  4. Go to the Shipping tab, select the shipping method, and set the appropriate shipping cost. Save the changes.

  5. Finally, navigate to Accounts Receivable, select the order, and process the payment.

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