Mark Exchanges as “Received/Controlled” Automatically

WeSupply now offers the option to automatically mark exchanges as received/controlled, streamlining the process and reducing manual intervention for your team.

Why this is useful

Traditionally, exchanges move through several steps, requiring admins to manually review and mark items as received before continuing the process. By enabling automatic control, you eliminate this extra step for exchanges, ensuring a faster resolution for customers and a more efficient workflow for your staff. This feature is especially useful for high-volume merchants who process many exchanges daily.

How to enable it

1. Go to Settings → Return and Warranty Methods → Return Logics and Policies.
2. Create a new return logic or edit one of your existing ones.
3. Scroll down to the Exchanges section.
4. Set the option to Automatic.
   
5. Save your changes.

How the flow works

Once this option is enabled, exchanges will follow this automated flow:

1. Requested – The admin normally needs to manually approve the return/exchange reference.
   → This step is skipped when “require authorization” is set to automatic.
2. Receive and Control – Automatically marked as complete.
3. Awaiting Refund – The system transitions directly to this stage when applicable.
4. Refunded – The process is finalized, with no manual intervention needed.

With this automation in place, your team can process exchanges more efficiently, while still maintaining visibility into every step of the workflow.