Automating Exchanges Based on Return Product Status for Shopify Users

Exchanging products is a common part of the e-commerce experience, and automating this process can save time and reduce errors. For Shopify users, WeSupply offers a functionality that allows for automated exchanges based on the status of the returned product. Here's how to set it up:

Step 1: Update the WeSupply App in Shopify

Before you can take advantage of the new exchange automation features, you need to ensure that your WeSupply app is up to date.

1. Go to the backend of your Shopify store.
2. Click on "Apps" on the left-hand side.
3. Search for "WeSupply Returns and Exchanges."
4. Click on the app and select "Update App."

Step 2: Configure Exchange Order Fulfillment Control

Once the app is updated, you can configure the exchange order fulfillment settings.

1. Log into your WeSupply dashboard.
2. Navigate to "Settings" > "Return Methods" > "Advanced Settings."
3. Scroll down to "Exchange Order Fulfillment Control."
4. Enable "Hold Fulfillment for Exchange Orders," which will set new exchange orders in Shopify to "ON HOLD" automatically.

This ensures that the exchange order is not marked as unfulfilled and won't be processed by your fulfillment apps while the status is still "ON HOLD."

Step 3: Set Up Return Logics and Policies

Next, you'll need to define how exchanges are authorized.

1. Go back to "Settings" > "Return Methods" > "Return Logics and Policies."
2. Edit your return logics.
3. Scroll down to "Exchange."
4. Choose "Require Authorization" to be either "Automatic" or "Require Authorization"

• Automatic: WeSupply can place a new order as soon as an exchange is requested.
• Require Authorization: You'll need to manually approve each exchange request.

Step 4: Manage Order Status Based on Return Status

To prevent fraud and ensure that returned products are properly accounted for before sending out an exchange, you can control when the initial "ON HOLD" order status is changed back to "Unfulfilled."

1. Under the "Turn On Hold back to Unfulfilled when the return is" setting, you'll find options to turn "ON HOLD" back to "Unfulfilled" based on the return status.
2. You can set this to occur when the returned product is "In Transit," "Delivered," "Marked as Received and Controlled," or "Marked as Refunded."

By using these statuses, you can ensure that the returned product is on its way to your warehouse, has been delivered, or has been received and inspected before shipping out the replacement product to the customer.

Conclusion

This automated exchange process is a powerful tool for Shopify users to streamline their return and exchange workflow. It helps prevent abuse of the exchange policy and ensures that only eligible returns are processed for exchanges. If you encounter any issues or have specific use cases that need addressing, the WeSupply team is ready to assist you.

Remember, this functionality is designed to help you manage exchanges efficiently while protecting your business from potential fraud. By following these steps, you can set up a system that works seamlessly with your Shopify store and WeSupply dashboard.