OVERVIEW:
Use this document as a reference when processing duplicate orders for the customer as needed.
Approved UPS claim for Lost/Missing package
< 90 DAYS DEFECTIVE / DAMAGE UNITS
CUSTOMERS WILL STILL HAVE TO RETURN THE UNITS
Create a return label addressed to Cerritos, CA (West Coast Customers are those living in California, Colorado, New Mexico, Oregon, South Dakota, Washington State and Wyoming) or Tamarac, FL (East Coast) TIP:
If unsure, check XPS for the cheaper cost of shipping
Need to add to the Cerritos states... Hawaii and Alaska
Once the package is in transit, create a $0 order in Shopify (create an account for customers who do not have a Shopify account yet - Amazon, Walmart etc,)
Note: Damaged units - damaged units/filters that are unusable, such as shattered control panel, drenched or heavily dented filters, NO NEED to return. The customers may dispose of the item. Make sure to file a UPS claim for the damaged item.
> 90 DAYS DEFECTIVE / DAMAGE UNITS
NO NEED TO RETURN THE UNITS
Create a $0 order in Shopify (create an account for customers who do not have a Shopify account yet - Amazon, Walmart etc,)
Make sure to remind the customer that the life-time warranty will be transferred to the new unit. They may continue using the defective unit if the filtration still works or they may dispose of it properly
OUT OF WARRANTY REPLACEMENTS
REFURBISHED UNITS ARE NO LONGER AN OPTION
Offer 20% off a new unit
DAMAGED ATTACHED POWER CORD
Offer 20% off a new unit
MA-40 V1 SENSOR
Replacement SENSORS WILL NO LONGER BE SENT – They will be sent but as replacement parts (see below) ONLY if the customer refused the UV version of the unit.
Process an MA-40UV replacement unit if the customer chooses the free upgrade.
Make sure to remind the customer that the life-time warranty will be transferred to the new unit.
They may continue using the defective unit if the filtration still works or they may dispose of it properly
Only request a sensor replacement (L2: send to Jose) if the customer insists on just getting a sensor or doesn't want a UV unit.
If they don’t want UV, you can offer the non-UV version as well.
Detachable Power cord orders will have to be processed in Shopify (awaiting SKU for power cord)
Other parts request like panels or screws, and sensors will still be sent to Jose
All TS steps are done but to no avail
Registered to our Life-Time Warranty
Filters are replaced regularly with Genuine Medify Air filters
Valid order number and purchased from legit channel or reseller
For units claimed given as gift; get the name of the person who gave the unit as a gift and look up the order or have the buyer contact us
Note that if the customer read the manual when they first opened the unit,
it is clearly stated for them to register their unit for the warranty
If there's no order number, check if the customer purchases replacement filters,
else they will not be eligible for warranty replacement
File UPS damage claim for damaged units - no need to wait for the result before processing a replacement since it's not the customer's fault but keep an eye on the claim
Log in to Shopify
Search for the original order of the customer
Under More Actions, Select Duplicate.
Remove Item by clicking the X mark beside the amount.
Click in "Search Products" or "Browse Products" by entering in the item you are duplicating.
Click the box next to the item that needs to be added
Once the item is added correctly, you need to make sure you zero out the balance since the customer already paid
Click on: Add Discount
Hit the % in the box and add 100 in the next box
Hit apply - Will show that the discount was 100% and total will display $0.00 balance.
Add a note: Duplicated order from "Order ID"
Mark as Paid - (This is still a draft order until you click on "Create Order")
Select Create Order
After clicking on Create Order, Shopify will display the new order "xxxxxx"
DO NOT FILL the order but leave as UNFULFILLED so that Skubana will pick it up.
Go back to the original order and mark the item that you duplicated as FULFILLED if it’s still showing unfulfilled
Add in the tracking number box Duplicated Order No xxxxx.
Add notes under Timeline indicating the Duplicate Order Number.
Under Orders, Select Create Order on the upper right side of the Shopify page
Find or Create Customer
If the customer already has an existing record in Shopify, we can just search for the name of the customer or company name
If the customer doesn’t have an existing record, click on Create a new customer and fill out the following fields and click Save customer once done
First Name
Last Name
Email - Put a check on Customer accepts email marketing and/or Customer is tax exempt if applicable
Shipping Address
Company
Phone Number
Address
Apartment
City
State
Zip Code
Under Order Details, Click Browse Product
Search for the unit that the customer would like to purchase.
Note: Ensure that you select an active product and correct SKU
Tips: Refer to WMO Inventory Sheet for the SKUs available
Active Products have pictures/image showing when you search
Example: Ma-112 2 Pack is not available
Once the item is added correctly, you need to make sure you zero out the balance since the customer already paid
Click on: Add Discount
Hit the % in the box and add 100 in the next box
Hit apply - Will show that the discount was 100% and total will display $0.00 balance.
Add a note: Duplicated order from "Order ID"
Mark as Paid - (This is still a draft order until you click on "Create Order")
Select Create Order
After clicking on Create Order, Shopify will display the new order "xxxxxx"
DO NOT FILL the order but leave as UNFULFILLED so that Skubana will pick it up.
Add notes under Seller Notes in Amazon and put the Duplicate Order Number.
Orders > New Order > Manual Orders
Fill in with customer information
Take note of the Manual Order number
Make sure that the customer’s information is correct
5. Add item
6. Manual orders by default would be placed on hold by SKUBANA, search for the MANUAL PROCESS TO ORDER
7. Click on Restore >> YES - RESTORE
8. Status of the order should be AWAITING 3PL EXPORT - this will be the status for about 5 mins before it gets picked up and becomes PENDING FULFILLMENT
9. Make sure to leave Skubana Internal notes and Notes on the original order’s Seller notes/timeline
Search for the Original order by clicking on the magnifying glass
2. Enter the order number
3. Make sure that the shipping information of the customer is correct
4. Select ✓ the order by ticking on the box
5. Edit > Duplicate Order
6. Order number (Leave as is, it would be the original order number - Clone)
7. Fulfillment Type - Third Party Logistics
8. Warehouse - Depending on the SKU, you may refer to the original warehouse the failed shipping came from if available
9. Manual Channel - Manual Orders
10. Click Continue
11. Take note of the Manual Order number
12. Make sure that the customer’s information is correct
13. Add item
14. Manual orders by default would be placed on hold by Skubana, search for the Manual Order to process
15. Click on Restore > Yes - Restore
16. Status of the order should be AWAITING 3PL EXPORT
- this will be the status for about 5 mins before it gets picked up and becomes PENDING FULFILLMENT
17. Make sure to leave Skubana Internal notes and Notes on the original order’s Seller notes/timeline
SPECIAL INSTRUCTION:
In order for a customer to get a replacement unit under warranty, they must have registered with us in the registration window and have been using genuine replacement filters on a scheduled basis.
In the case where a customer has not yet registered but they have been buying our replacement filters,
we can allow them to register and we will then send them a replacement unit.
We will decline a warranty claim if they never filled out the warranty at all and were not using our filters.