How to setup cancellation reasons

  • Updated

Introduction
This article explains how to create and use cancellation reasons in TRAEDE. Cancellation reasons help you categorize why orders are canceled and ensure consistent reporting. You can create reasons for both B2B and B2C customers, and—if using Shopify—TRADE can notify B2C customers automatically when their order is canceled.

 



 

Access the cancellation reasons

  1. Go to Settings.

  2. On the left-hand side menu, scroll down and click Cancellation reasons.

 


Add a new cancellation reason

  1. Click Add reason.

  2. Enter a Code (must be a unique code that is not already in use).

  3. Enter the Name of the reason (e.g., “Closed”).

  4. Select whether the reason should apply to B2B, B2C, or both.

 

Note for B2C users

If you select B2C, TRAEDE can notify the customer automatically when the order has been canceled in Shopify.
For B2B, the reason is only shown internally in TRAEDE.


Use a cancellation reason on an order

  1. Go to Orders and open the order you want to cancel.

  2. Click Cancel order.

  3. In the cancellation pop-up, select the reason from the dropdown list.

  4. Your newly created reason will now appear in the list.

  5. Confirm the cancellation.

 

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