Additional Settings Overview
In the Additional Settings section, you can further configure your returns center in accordance with your return policy.
Minimum Exchange Quantity
This feature allows you to set a threshold that serves as "safety stock" for your products.
If your Shopify inventory reaches or falls below the defined number, customers will not be able to select the product variant to exchange for (the product variant will be grayed out). This buffer avoids overlap between customers shopping directly from the website and those placing 'exchange orders' through the app.
In the example below, when the Shopify inventory level for any given product reaches 2, it will be displayed as out of stock on the portal.
Exchange Request Disclaimer
This feature allows you to display a short customizable message to your customers at the exchange page. For example, you can suggest for customers to select store credit if they are unable to select the product of their choice.
The Disclaimer will show up at this stage of the customer journey:
New Exchange Order Name
For all exchange orders generated out of our app, you can customize the prefix and/or suffix of your new exchange order so that you can easily identify them or filter them out from the rest of your orders.
For our example below, we have set EX- as a prefix. If a customer exchanges their original order of #1045, the new exchange order will automatically created on Shopify as EX-#1045.
Should you decide to leave both the prefix and suffix fields empty, the new exchange order will be created on Shopify with a brand new unique order number. For example, in the case below for original order #1045, the new exchange order will then be created as #1046 on Shopify.
Ineligible Product Tags
This feature specifies products that cannot be returned based on the product's tags on Shopify product page. To make a product ineligible for returns, put the same tag under the 'Ineligible Product Tags' section under the Return Settings as you have on your Shopify product page. You may enter up to 5 tags, each separated by a new line.
Once you save the Return Settings, all products with the tags you have entered into 'Ineligible Product Tags' will now be non-returnable. When customers try to return products tagged as ineligible, the item card will be grayed out, and the customer will be unable to proceed with the request.
NOTE: This feature typically requires some time to be in effect, so make sure to test your ineligible tags after deploying them.
Auto-Restock
This feature enables your exchanges to be automatically restocked upon resolving a return.
In the Return Settings, you'll see the switch for Auto Restock. By switching it on or off, you are setting the default setting that will show up during the final stage of the Manage Returns process. However, keep in mind that despite the default, you can always switch it on or off for individual items.
For example, if you generally want to Auto Restock items in sellable condition, you can toggle the switch off for items that come back damaged. If you are otherwise satisfied with the condition of the return item and leave the switch on, once you click on 'Confirm' the product will be added back into the Shopify inventory.
Auto-Approve Pending Return Requests
This feature allows you to automatically approve Pending return orders. In effect, this means that you can immediately notify customers to proceed with mailing the item back to you.
You can also set a time delay for auto-approval to account for customers' changing their mind about their request. In the example above, the customer will have 1 day to adjust their return request for any reason, such as a change in exchange item, shipping address, etc.
Rest assured that the store credit, refund, or exchange, will not be sent to them at this stage. As we are only automating the permission to send the item back, you will still have the ability to ensure the item has arrived at your location and inspect it before completing the request.
NOTE: You can also disable auto approval based on specific conditions, such as return reasons that require an image or extra note for inspection. These can be configured in the Policy Rules.
Auto-Archive Reviewed Return Requests
For instances where customers do not return the item after the Reviewed stage, you can opt to have these orders archived after a certain number of days to avoid clutter on your dashboard. As per the example below, if an order has been at the Reviewed stage for 30 days, it will automatically be archived.
