One of the most challenging aspects of running a retail business online is processing order return and cancellation requests from customers.
Although you can’t completely avoid them, managing these requests seamlessly will help your business while also ensuring you build a solid relationship with your customers.
If you use Shopify as a sales channel, you can easily process order returns and cancellations right from your Uphance account. During the return or cancellation process, you can choose to offer customers a full refund or a credit note.
Let’s now show you how to go about it.
How to Process a Return for an Order From Shopify
Here are the steps to processing a return for an order that came in from Shopify.
Step 1: Locate the order
To do so, log in to your Uphance account and navigate to Order Management >> Sales Orders. Once here, there are a couple of ways to find the specific order.
One is by checking for the Order Ref number and matching it in Shopify
Another method is by clicking on the name of the customer and checking their sales history. There, check for the Shopify Order ref number.
Step 2: Open the order and create a return
Once you’ve located the order, click to open it. Next, initiate a return by clicking the Create button and then selecting Return.
Upon clicking, a modal popup would appear on your screen. Select the warehouse you wish to return the product back to, select the product, enter the shipping cost for the return (if applicable), pick a return note (reason for the return), and then the RMA number (if applicable).
Finally, select if you want to give the customer a refund or a credit note by clicking the appropriate radio button.
When you are done, click the Create return button.
Step 3: Check the return in
After processing a return, you will want to add the product back to your stock at hand. To do so, simply click the Check In button like so:
Note: You can set Uphance to automatically process a check-in once a return has been completed.
To do so, navigate to Settings >> Channels and Currencies.
Next, locate the sales channel the order came from. If you are unsure, check the order detail:
Once you’ve located the sales channel, click the pencil icon linked to it. Scroll down a little and enable the Check in Returns automatically checkbox.
And with that, you’ve completed the return process. If you check for the order in Shopify, you will notice that the status has changed from Fulfilled to Refunded.