Creating a Rule
To start creating your Policy Rule, head over to the 'Policy Rules' tab and click on 'Create Return Rule'.
In this example, I will be demonstrating how to enable exchanges for return orders initiated a week from fulfilment.
- Give your Policy Rule a title that will help you remember what it does. e.g. "Exchanges Before 7 Days".
- Set your Rule conditions according to your needs. In this case, I will choose the entity and property 'Order' and 'Return window', and the operator and value 'in between 0 - 7 days'.
- Since I am aiming to enable an outcome of only exchanges, I will choose 'Return Methods' and check the 'Same Product' box under 'Exchange Method'.
With this example, you have created a rule which allows same product exchanges for return orders between 0 - 7 days. This is an excellent supplement to your other return settings and will enable greater control over your customers' return options. For example, customers who now initiate their returns after 1 week from the date of fulfilment will not be able to exchange for same products anymore, but only utilise the remaining return methods (Refund: Original Payment Method and Refund: Discount Code).
N.B. if return methods are greyed out, check if they are enabled first at your 'Return Settings' tab.