How to Create a POGO Replacement Form / $EP

Google Docs Version -- Updated 11/02/21

This will automatically duplicate the Form and add the ugp $EP orders into the system. This should work similar to, and replace, the POGO Issues google sheet (example here).

Create A Replacement Form

Click Replacement Form:
Click the appropriate Error Type. The default is EP (error production: misprints, damaged garments, wrong items, etc.). You can also place EA orders (error art: only use this if the design or personalization needs to be updated). Be sure to fill in the error notes in the Error Notes section Below:
Click “Add Missing Items”:
Search By name or order number:
Add quantities:
Search again for another customer and repeat previous step. When all items have been added for all customers then click “Add Missing Items…” button in the modal window to add to the Replacement Form:
It will add to the Form like this where you can further adjust or remove items if you need. If you forgot some you can append more on by clicking the “Add Missing Items” button again:
If there are any “Extra Items” Click the “Add Extra Items” button and add quantities the same way as you would for a customer replacement order:
Click add extra items to add to the Replacement form so that it looks something like this:
Click the “Create Replacement Form” and Click OK. This will take a couple minutes to create all the Forms. **NOTE: at this point the $EPs/$EAs are not created in the admin system. You must click “Finalize” once the replacement form is created.
After the Replacement form is created a new form deadline is set 72 hours of the form creation date. After 72 hours the form will automatically close. If you want the form to close and place $EPs/EAs manually, you can click the “Finalize...” button.
If you would like to add more replacement items to the current Replacement form, click the “Add More Items to This Replacement Form…” button and repeat the previous steps.
After it completes it will load the new form with the replacement orders and UGP orders:** NOTE: If the Replacement form is shipping to a single customer, It will not move through POGO Fulfillment, but rather act like a regular $EP in the system. The shipping and customer info will have automatically been updated to the POGO customer’s info on the $EP, and tracking info email notifications will send directly to the POGO customer, not the Organizer.
You can see the Extra Items in the production notes when you click “View/Add Note…”:
Each order will be labeled as an $EP automatically:
And discounted out as expected:
POGO Fulfillment Queue will show as expected with the Extra Items in the notes:
Shipstation csv only shows the quantities selected:
Pick lists will only show the customers and selected items also:

Out Of Stock Product Changes

If you have out of stock issues on a product follow these steps:

Create the replacement form as normal but leave a fulfillment note indicating that the product will change due to a stock issue ( be sure to include color, style, etc)
Once the form is finalized, you will need to manually change the product in the UGP order that was created.