Verifying Refunds and Exchanges in WeSupply & Shopify

When processing refunds and exchanges, it’s important to ensure that these actions are correctly recorded in WeSupply. If an exchange or refund was completed outside of WeSupply, the system may not be able to link the transactions, which can cause discrepancies in tracking return requests.

Why Is This Important?

✅ Ensures Proper Tracking – When refunds and exchanges are processed through WeSupply, the system automatically logs them, making it easy to track related transactions.
✅ Prevents Missing Data – If an exchange or refund is handled directly in Shopify instead of WeSupply, there may be no record connecting the two actions.
✅ Improves Accuracy in Reporting – Properly recorded transactions ensure that reports reflect accurate return and refund data.

How to Verify If a Refund or Exchange Was Processed in WeSupply

To check whether a refund or exchange was handled within WeSupply, follow these steps:

1. Open Shopify and navigate to the order in question.
2. Look for notes from WeSupply in the order timeline:
   • If the return was processed in WeSupply, a note will appear indicating that an RMA (Return Merchandise Authorization) was created.
   • If the refund was issued through WeSupply, another note will appear with details about the refund amount, date, and reason.
3. If no WeSupply notes are visible in the order timeline, it’s likely that the refund or exchange was processed directly in Shopify instead of WeSupply.

How to Ensure Refunds and Exchanges Are Linked in WeSupply

To make sure refunds and exchanges are properly tracked:

1. Always process returns and exchanges within WeSupply rather than handling them manually in Shopify.
2. When initiating a refund, do so through the WeSupply dashboard to ensure it gets recorded and linked to the correct return request.
3. If an exchange needs to be made, initiate it through WeSupply so that the system automatically tracks the new order and connects it to the original return.

Final Thoughts

To prevent missing refund or exchange records, always ensure these actions are completed within WeSupply. If you suspect a transaction was handled outside of WeSupply and is not linking correctly, check with your team and verify the steps taken in Shopify.

For further assistance, feel free to reach out to our support team! 🚀