SAR Intelligenceby SAR-SOFT

A size exchange handled, with the stock and the notes right

Check the new size is in stock, adjust the stock of both sizes, and record the exchange on the order with a note to the customer.

Difficulty
Intermediate
Time
about 15 min
The prompt

Order [order number]: the customer is sending back [product name] in size [M] and wants [L] instead. Check that [L] is in stock. If it is, add the returned [M] back to stock and take one [L] off, add a private note [Exchange M to L, return received on date], and draft a note to the customer in [English] saying [how and when the new size ships]. Show me everything and wait for my approval.

Already connected?

If SAR is already in your AI app, this is enough:

Already connected?

Exchange [M] for [L] on order [number]: fix the stock of both sizes and note it on the order.

What happens

  1. The AI app reads the order and the product's variations with their stock.
  2. Each stock change, one up for the size coming back and one down for the size going out, waits for your approval and can be undone.
  3. The private note is added at once. The note to the customer is emailed to them, so it waits for your approval.

Approvals involved

Worked out from the tools this recipe uses.

  • wordpress_woo_get_orderGet an orderNone
  • wordpress_woo_list_variationsProduct variationsNone
  • wordpress_woo_update_variationChange a variationApproval
  • wordpress_woo_add_order_noteAdd an order noteDepends on the change

What you get

The exchange recorded on the order, and stock that matches the shelves, without a refund and a new order.

Try it on your own site

Install the plugin, add SAR to your AI app and paste the prompt. Free to start.

Connect your WordPress site

Type your site's address and we open its own plugin page, ready to install SAR Intelligence.

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