How to Use Shopify Product Tags, Order Tags and Vendor Tags in WeSupply?

Content

Overview

How to create return rules using Shopify Product Tags?

How to create return Rules using Shopify Order Tag?

How to create return rules using Shopify Vendor Tag?

How to create return rules using Shopify Collections Tag?

How to create return rules using Shopify Custom Type Tag?

Use Cases

Overview

In short, Shopify enables you to add different tags (also known as labels) to your products and orders. Your Shopify account's information can be sorted, filtered, organized, and arranged using tags in a way that makes the most sense to you. You might have different product tags, order tags, and even vendor tags to better target and organize your products and manage your orders. 

In order to set return rules in WeSupply and manage return policies more effectively, you can now target products by order tag, product tag, and vendor. You can set up non-returnable items like cosmetics and accessories, return items to different locations based on vendors, or just choose a particular group of orders to which you'd like to apply a different return rule.

Automating the entire process will save you and your staff a ton of extra work, enhances customer satisfaction, and eliminate the need to manually review each return.

Note: The WeSupply return policies will apply based on the existing Shopify Tags at the moment of the order placement. Any subsequent changes to the tags used for your products will not affect historical orders. If you wish for the new tags to apply to historical orders as well, then you need to update those orders so the new information will be sent to WeSupply. 

How to update Shopify orders?

How to create return rules using Shopify Product Tags?

Step 1. Go to Shopify admin dashboard > Products > click on the desired product. On the right-hand side, you can find the Product Tags. In the example below, the product tags are ''mascara'' and ''final sale''.

Step 2. Now, go to your WeSupply account -> Settings > Return Methods -> Returns Logics and Policies and create a return logic.

Step 3. Under Conditions > click Add Condition > select Product Order Attribute filter > insert ProductTags for Attribute Name > select any of the rules> and insert the product attribute value which is the product attribute set up in Shopify. Click Add and continue to set up your return rule.

Note:

Please ensure you always use ProductTags for the Attribute Name field when creating your return rule based on Shopify product tags.

To make sure that the product tag rule will work as expected, you should use the exact name of the product tag you have set up in Shopify. If the product tag is written using capital or small letters, please use the same format in WeSupply as well.

If the product has multiple product tags in Shopify and you would like to build return rules using just one of the product tags, we recommend using either the Contains, Is one of, Is not one of, or Does not contain rules. 

If the product has multiple product tags in Shopify and you would like to target all of them to create return rules, you can use Equals and insert the product tags, comma-separated.

For products with multiple product tags, you can also use an And rule and insert product tags one by one.

How to create return Rules using Shopify Order Tag?

Step 1. Go to your Shopify dashboard > Orders > open the desired order > and on the right-hand side, you should have the Tags field where you can add an order tag. Add an order tag.

Step 2. After adding the order tag, an order update is needed in order to trigger the order containing the new tag to WeSupply. Please use the instructions here to trigger a manual order update for Shopify orders.

Step 3.  Now, go to your WeSupply account -> Settings > Return Methods -> Returns Logics and Policies and create a return logic.

Step 4. Under Conditions > click Add > select Product Order Attribute filter > insert OrderTags for Attribute Name > select any of the rules > and insert the product attribute value which is the order tag set up in Shopify. Click Confirm and continue to set up your return rule.

Note:

Please ensure you always use OrderTags for the Attribute Name field when creating your return rule based on the Shopify order tag.

To make sure that the order tag rule will work as expected, you should use the exact name of the order tag you have set up in Shopify. If the order tag is written using capital or small letters, please use the same format in WeSupply as well.

How to create return rules using Shopify Vendor Tag?

Step 1. Go to Shopify admin dashboard > Products > click on the desired product. On the right-hand side, you can find the Vendor Tag. In the example below, the Vendor is ''BANILA CO''.

Step 2. Now, go to your WeSupply account -> Settings > Return Methods -> Returns Logics and Policies and create a return logic.

Step 3. Under Conditions > click Add > select Product Order Attribute filter > insert VendorId for Attribute Name > select any of the rules > and insert the product attribute value which is the Vendor set up in Shopify. Click Confirm and continue to set up your return rule.

How to create return rules using Shopify Collections Tag?

Step 1. Go to Shopify admin dashboard > Products > click on the desired product. On the right-hand side, you can find Collections. In the example below, the Collections tag is ''Fall''.

Step 2. Now, go to your WeSupply account -> Settings > Return Methods -> Returns Logics and Policies and create a return logic.

Step 3. Under Conditions > click Add > select Product Order Attribute filter > insert ProductCollections for Attribute Name > select any of the rules > and insert the product attribute value which is the Collections set up in Shopify. Click Confirm and continue to set up your return rule.

Note:

Please ensure you always use ProductCollections for the Attribute Name field when creating your return rule based on the Shopify Collections tag.

To make sure that the Collections tag rule will work as expected, you should use the exact name of the Collections you have set up in Shopify. If the product tag is written using capital or small letters, please use the same format in WeSupply as well.

How to create return rules using Shopify Custom Type Tag?

Step 1. Go to Shopify admin dashboard > Products > click on the desired product. On the right-hand side, you can find Custom Type. In the example below, the Custom Type tag is ''Cosmetics''.

Step 2. Now, go to your WeSupply account -> Settings > Return Methods -> Returns Logics and Policies and create a return logic.

Step 3. Under Conditions > click Add > select Product Order Attribute filter > insert ProductCustomType for Attribute Name > select any of the rules > and insert the product attribute value which is the Custom Type set up in Shopify. Click Confirm and continue to set up your return rule.

Note:

Please ensure you always use ProductCustomType for the Attribute Name field when creating your return rule based on the Shopify Custom Type tag.

To make sure that the Custom Type tag rule will work as expected, you should use the exact name of the Custom Type you have set up in Shopify. If the product tag is written using capital or small letters, please use the same format in WeSupply as well.

Use Cases

• Limit customers to return final sale items such as accessories, leggings, bodysuits, graphic tee's, make-up, sweatshirts, swimwear, and athletic wear. Due to hygiene reasons, such products are not usually accepted to be returned, unless the products have been damaged in shipment. 
• Target specific orders to limit return creation;
• Set up a specific restocking fee for particular products (expensive products, or even final sale items if you allow those to be returned);
• Create different return rules for each vendor or brand since you may have different return policies depending on the vendor;
• Target products by vendor and return products to the original vendor location;
• Set up a nonreturnable return window for certain products, vendors, or even orders; 
• Allow customers to keep specific products and only offer a refund if returned.