# 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](https://descartessystems.aha.io/pages/7630852711809867975) instead.

New Related Orders don't automatically trigger the [Order Rule Engine](https://descartessystems.aha.io/pages/7630857624614628704). If you want the relevant rules to be applied, you can use the **Execute Rule Engine** action on the [Order Details](https://descartessystems.aha.io/pages/7630852173000612331) 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](https://descartessystems.aha.io/pages/7630852173000612331).
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](https://descartessystems.aha.io/pages/7630855167106228692) **Require Security PIN To Create Related Order**.

3. Optionally, enter **Customer Service Notes**. These notes will appear in the [Customer Service Order Notes](https://descartessystems.aha.io/pages/7630851645411592962) on the related [Order Details Page](https://descartessystems.aha.io/pages/7630852173000612331).
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](https://descartessystems.aha.io/pages/7630852173000612331), 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](https://descartessystems.aha.io/pages/7630855167106228692) 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.