How to View Taxes and Discounts on an Exchange in WeSupply

1) Overview

When processing an exchange, WeSupply shows a clear pricing breakdown—including item prices, discounts, taxes, shipping/label costs, fees, and the balance due/credit. This guide shows where to see those amounts and how they’re calculated across the original and replacement items.

2) Before You Begin

• You have Admin/Agent access to WeSupply.
• You have an exchange RMA created (items selected for return and replacement).
• You know whether your store applies prorated discounts, gift cards/store credit, and how tax is calculated (destination, tax-inclusive pricing, etc.).

3) Step-by-Step Instructions

Step 1 — Access Your Returns Page

1. Log in to your WeSupply account.
2. Navigate to the Returns page from your dashboard. This page lists all return and exchange requests submitted by customers.

Step 2 — Select the Specific Exchange

1. Browse through the list to find the exchange request you're interested in.
2. Click on the exchange to open its details. This will take you to a page dedicated to that specific exchange transaction.

Step 3 — View Exchange Details

1. View Exchange Details:
2. Within the exchange details page, scroll down to the section that lists the items being exchanged.
3. Here, you'll find comprehensive information about each item, including:
   1. Product Details: Name, SKU, and other identifiers.
   2. Taxes Applied: The amount of tax charged for each item.
   3. Discounts Applied: Any discounts or promotional reductions that were applied to the original purchase or the exchange.
   4. Total Amounts: The subtotal, total tax, total discounts, and the final amount for the exchanged items.
      

4) Benefits of Accessing This Information

• Financial Accuracy: Ensures that all financial records are accurate, reflecting the correct taxes and discounts for accounting purposes.
• Customer Communication: Enables you to provide detailed explanations to customers if they have questions about pricing adjustments during an exchange.
• Inventory Management: Helps in tracking the value of items returned and exchanged, aiding in inventory valuation and restocking decisions.

5) Troubleshooting / FAQ

Discount doesn’t appear on the exchange.

• Check if the promotion is configured for exchanges/replacements and whether it prorates across items.
• Confirm discount conditions (SKU/category/min spend) match the replacement items.

Tax looks different from the original order.

• Exchanges can recalibrate tax based on destination, current rates, and post-discount values.
• Verify whether shipping/fees are taxable in your region.

Balance due seems incorrect.

• Expand each item line and review discount proration and taxable base.
• Confirm any return label/outbound shipping and fees are included as intended.

Gift card vs. store credit line is confusing.

• Gift card behaves like a payment method; store credit is usually an account credit. Both reduce the balance but appear in different sections.

6) Summary

Open the exchange request, review the Pricing Summary and item-level expansions to see discounts, taxes, shipping/fees, and the resulting Balance Due/Credit. Confirm proration and tax behavior, then capture payment or issue refunds as needed. Use clear labels and documented rules to keep exchanges transparent for agents and customers.