Related Orders

Overview

Sellercloud lets you create Related Orders linked to previous purchases, improving organization and management. Here are some examples of scenarios in which you may want to use this feature:

• Incorrect Items – A customer receives the wrong item but chooses to keep it and acquire the correct one as well, instead of requesting a replacement.
• Post-Sale Purchases – A customer realizes they need additional components (e.g., screws, manuals, or spare parts) after finalizing their initial transaction.
• Add-Ons or Upgrades – A customer decides they want an add-on or upgrade for a previously ordered product, such as extra accessories.
• Bundled Items – A customer who bought a bundled product now wants another single component.

In this article, you will learn how to create and manage related orders and configure related settings.

If a customer requests an exchange, create a Replacement Order instead.

New Related Orders don't automatically trigger the Order Rule Engine. If you want the relevant rules to be applied, you can use the Execute Rule Engine action on the Order Details page.

Manage Related Orders

The following sections address managing related orders.

Create a Related Order

To create a related order:

1. Go to the Order Details Page.
2. Click Actions and select Create Related Order...

You can restrict access to the Create Related Order action with a PIN by enabling the Client Setting Require Security PIN To Create Related Order.

3. Optionally, enter Customer Service Notes. These notes will appear in the Customer Service Order Notes on the related Order Details Page.

4. Click Create.

5. Click View Related Order.

If you’re not charging the customer for the related purchase, add a Discount. Setting the items’ price to 0 will prevent you from shipping the order.

Search Related Orders

Related orders appear in the Related Orders panel on the parent’s Order Details Page, listed as Child Order.

Similarly, when viewing a related order, you can see the original listed as the Parent Order.

In addition, related orders have the following message in the Notes:

• "Related order created by on "

Related Client Settings

The following Client Setting affects related orders:

• Require Security PIN To Create Related Order – When enabled, you can set up a PIN code that will be required from employees when creating a new Related Order.