How to Cancel EvolutionX

To cancel an order or manage the cancellation process in the EvolutionX platform integrated with ECI DDMS PLUS ERP, follow these steps:

Cancellation Process

Identifying Cancelled Orders

• If an order is cancelled, it needs to be updated to reflect the "cancelled" status in the EvolutionX Admin. This ensures that the order status is consistent across the platform.

Manual Review for DDMS Orders

• If the DDMS Check After Ordering is enabled and set to default, orders submitted to DDMS will be put on hold (DDMS Order Status 0) for staff review. In such cases, staff must manually review and update the order status in DDMS.

Updating Order Status in EvolutionX

• Go to the EvolutionX Admin and locate the order that needs to be cancelled.
• Update the order status to "cancelled" to reflect the change.

Syncing Changes with DDMS

• If the order was synced with DDMS, ensure that the cancellation is reflected in the DDMS system as well. This might involve manually updating the order status in DDMS or waiting for the next scheduled sync to complete.

Customer Notification

• Inform the customer about the cancellation. While EvolutionX does not automatically send cancellation notifications, you can use the platform’s communication tools to notify the customer.

Customizing Error Messages (if applicable)

• If the cancellation is due to an account being on hold (OE Exempt), you can customize the error message displayed to the customer. Use the Translation module in the EvolutionX Admin Portal to change the default message. Search for the "customer_on_hold" key, provide your custom message, and save the changes.

Addressing Return Policies (if applicable)

• If the cancellation involves returning products, refer to the return policy of the specific retailer or manufacturer. Generally, this would involve obtaining a Return Merchandise Authorization (RMA) number, returning the product in its original condition, and awaiting a refund or exchange.

By following these steps, you can ensure that order cancellations are properly managed and reflected across both the EvolutionX platform and the integrated ECI DDMS PLUS ERP system.