Exchange Set up

Details of the exchange feature can be found at Exchanges

Prerequisites

  • Retailer set up in OmniReturns

  • Customer chose return action: Yes
    Retailer must be willing to offer refund and credit note to enable exchanges. Exchange is an option in the Return Option field drop down on the customer portal.

  • Retailer must be on Shopify Plus

Shopify Plus retailers

  1. In OmniReturns, go to the retailer general info, scroll down to Exchange, select Yes, click Save

  2. For existing retailer – Retailer must update API permission to ‘read and write’ for order and products in Shopify.
    For new retailers – the permission levels should be created with to ‘read and write’ for order and products per set up document supplied

  3. Request production order information (order number and email) from retailer to test exchange feature is working

  4. Go to retailer’s customer portal

  5. Enter the order information

  6. Select return reason on a product

  7. Select exchange from return option drop down

  8. Confirm product variants are displayed

 

Configuration

Configuration set up is completely managed in OmniReturns under the retailer general info section.

Exchange Settings

  • Exchange Allowed: must be Yes to offer exchanges

  • Receive new order at: this is when we will send the new order to Shopify for the exchange item
    Options

    1. Package arrived at Hub – triggered by depot scan

    2. First scan – first scan event received from carrier

  • Shipping of new item: retailers can opt to charge the customer for shipping of the new exchange item
    Options

    1. Free – customer will not be charged

    2. Charge customer – retailer can define an amount to charge the customer. This cost will not be charged if the return is reviewed and accepted as retailer paid.

  • Drop off period: The timeframe for Seko to receive the first scan, before the return is cancelled and any charges are refunded. This is created to avoid issues where customers take too long to return the goods and the exchange order is now unable to be fulfilled

  • Product Exclusion tags: enter one product tag per field which will prevent products with these tags being exchanged. These products can still be returned via refund or credit note. These tags must be set against the product in Shopify also