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Request for change

A customer has submitted an order. You can request the customer to change the order. For example, the new order contains a file which is password protected. You can also request changes to the job ticket.

It is recommended to display column [Job is paid]. This column allows you to determine if a customer has paid a submitted order.

Procedure

  1. A customer has submitted an order.

    The [Communication state] of the order and its jobs is [New]. The order and its jobs are marked with colour: .

  2. Check if the order is correct. Click button [Request for change] if the customer must change the order.
  3. Select which files the customer must change and click OK. You can also request changes to the job ticket.

    The [Communication state] of the order and the job that must be changed becomes [Request for change]. The order and the job that must be changed are marked with colour: .

  4. When payment is required, the customer pays for the order when the order is submitted. When the payment was successful, the customer must be refunded when you request the customer to change the order. A dialogue opens with the following text:

    [The customer has already paid the order. When you request the customer to change the order, the value of the payment is refunded to the customer automatically. Do you want to continue?]

    • Click button [OK] to refund the value of the payment to the customer. When the automatic refund fails, you must refund the customer manually.

    • Click button [Cancel] to refund the customer manually.

  5. Wait until the customer has changed the order.

    It is recommended that you wait until the customer has changed the order. The customer pays for the changed order when the customer submits the changed order. Optionally, you can click button [OK] in message [I do not wait for the response of the customer.]. Then, you can continue with the next step of the workflow.

    The [Communication state] of the order and the job that are changed becomes [Job is changed]. The order and the job that are changed are marked with colour: .

  6. Continue with the next step in the workflow.