Exchange Reason Configuration

We have a dedicated section on the ClickPost dashboard wherein Customers can add the exchange reasons that should be displayed on the tracking page

Please follow the below steps to do the same:-

ClickPost dashboard>> Settings>>Exchange configuration

To include a new reason, simply choose the "+Add New Reason" option and enter the desired reason that you wish to display on the Exchange UI.

Sub-Reason Configuration: To configure the sub-reason, you have the option to select "+Add New Sub Reason." This will allow you to set up a sub-reason that corresponds to the main reason.

Approval Rule: Additionally, you have the option to establish the Approval Rule that corresponds to the reason you have configured. Providing a brief description of the reason below.

a) Auto Approve: When you opt for the "Auto Approve" approval rule, any exchange request associated with that reason will be automatically approved. After approval, an exchange AWB (Air Waybill) will be generated for further processing.

b) Manual: If you choose the "Manual" approval rule, the exchange request for the item will require manual approval from your ops team. Once approved, an exchange AWB will be generated for further processing.

Image Quantity: Using this feature, you can configure the number of images and make it mandatory for the end customer to upload an image of the item when initiating an exchange request.