> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/connected-apps/shopify/shopify-returns/processing-returns-as-store-credit.md).

# Processing Returns as Store Credit

### Overview

**Store credit** allows customers to receive the value of a returned item as credit that can be used for future purchases instead of receiving the amount back through the original payment method. In Shopify, this credit is issued as a **gift card** associated with the customer's return.

This option is useful when the customer wants to retain the value of the returned item for a future purchase rather than receive a direct refund.

### Workflow

**Step 1:** Create a Sales Order in Shopify by adding the required product and customer information. Ensure that the order is **Paid** and **Fulfilled** in Shopify.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FyL09KfVbqiZaEEzZs2Bf%2Fimage.png?alt=media&amp;token=4b8ed9a8-0a78-47d7-b62b-cb650ebb4330" alt=""><figcaption></figcaption></figure>

**Step 2:** In Xoro, navigate to **Shopify Channel → Orders → Actions → Import by order**. Enter the Shopify Order Number and click **Import**.

After the import is completed, the corresponding Sales Order is created in Xoro.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2Ft4hvuwFfcCMvPz5wijsl%2Fimage.png?alt=media&amp;token=0b8a7c97-f056-43cb-be4f-0b333b50e162" alt=""><figcaption></figcaption></figure>

**Step 3:** In Loop, go to **Returns Management → Returns → Find an order** and search for the Shopify Order Number. Locate the order in the search results and click **Start Return**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F0X3tGHSEXVS460898xFk%2Fimage.png?alt=media&amp;token=ce507dc1-cdca-49ad-9c77-b82d1f29b685" alt=""><figcaption></figcaption></figure>

**Step 4:** On the **Select an item to return** screen, select the item being returned.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FXyvwNiHH57tn24yeEg4Z%2Fimage.png?alt=media&amp;token=3121a656-dfa6-41fb-ad49-1f62f74e887a" alt=""><figcaption></figcaption></figure>

**Step 5:** Choose the appropriate **return reason** and click **Continue**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FE3Q3kpbz7AbKmzDuDwcq%2Fimage.png?alt=media&amp;token=f48e1d64-dabb-46ef-9286-2282ac98fffe" alt=""><figcaption></figcaption></figure>

**Step 6:** On the **How would you like to proceed?** screen, select **Return item**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F5I7p5GLRe1xSoEJ2J7RX%2Fimage.png?alt=media&amp;token=207294a7-5913-406d-a7f9-1819adad181d" alt=""><figcaption></figcaption></figure>

**Step 7:** Under **Credit options**, select **Store credit**. The return summary displays the applicable credit amount and the **Total estimated gift card** amount.

Review the gift card details and, if required, edit the customer's **Contact information**. Select the checkbox confirming that the return policy has been reviewed and click **Submit return**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FcsK3JHfFyTYagb7l4VAR%2Fimage.png?alt=media&amp;token=2a91ab48-a7a1-45c5-8ebe-3148571c5947" alt=""><figcaption></figcaption></figure>

**Step 8:** The return is submitted successfully. The confirmation screen displays the **Return address**, return instructions, returned item, customer information, and the estimated gift card amount.

**Step 9:** In Xoro, navigate to **Shopify Channel → RMA** and verify that the RMA has been successfully synced with the respective return.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FJuGFAF8gsp6lgNsf0etm%2Fimage.png?alt=media&amp;token=40246204-9616-417c-8445-07497e1d8452" alt=""><figcaption></figcaption></figure>

**Step 10:** Now, to process the return in Shopify, open Loop, navigate to **Returns → Return processing,** and locate the submitted return. The return appears with **Credit** as the outcome and **Open** as the status.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FxkEoVy1OBnbgTtPMwaqT%2Fimage.png?alt=media&amp;token=0a216154-293b-4831-b4ac-ed0c111ccb88" alt=""><figcaption></figcaption></figure>

**Step 11:** Click on the record to review the return details. After reviewing the return and making the required decisions (Cancel Return, Flag Return, etc.), click **Process items**.&#x20;

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FgT7tn2u3RMcuTfLT2TLz%2Fimage.png?alt=media&amp;token=b12b646c-0add-4e1f-b9a7-51537016cf32" alt=""><figcaption></figcaption></figure>

**Step 12:** The return status changes from **Open** to **Closed** in **Return Processing**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FfHRIMrjfOf0qlbS88ILf%2Fimage.png?alt=media&amp;token=484b1da9-7663-4ddc-968a-9fae79ef9e4e" alt=""><figcaption></figcaption></figure>

**Step 13:** Re-import the Shopify order from **Shopify Channel → Orders → Actions → Import by Order** if the Sales Order is not visible in the **Sales Order Centre** when searched using the **Shopify Order Number** in the **Ref#** field.

**Step 14:** After the order is reimported, Xoro processes the completed return and creates a **Credit Memo**.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F2VjVutU3rXxl8Y1zRTaT%2Fimage.png?alt=media&amp;token=bb29541c-8dd9-4067-aff4-d5dd92dfa8c8" alt=""><figcaption></figcaption></figure>

**Step 15:** Open the created **Invoice Credit Memo** to review the return and credit details.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FY4JhqZXU49NyqjOTu66S%2Fimage.png?alt=media&amp;token=be55d7c9-1c04-47ff-8736-1bf217358c9b" alt=""><figcaption></figcaption></figure>

#### Importing the Gift Card in Xoro

**Step 16:** In Shopify, navigate to **Products → Gift cards**. Locate and open the gift card created for the return.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2Fny3lo0b4HGCWUqbtfDzT%2Fimage.png?alt=media&amp;token=3ea26f63-79d6-40e1-8369-acdbc5aa256a" alt=""><figcaption></figcaption></figure>

**Step 17:** The gift card displays its **Current balance** and **Initial balance**. It also shows **Generated by Loop Returns** in the **Notes** section, confirming that the gift card was generated as part of the return process.

If required, click **Send gift card** to send the gift card details to the customer's email address.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F0ae7aA00BY6R5903agfY%2Fimage.png?alt=media&amp;token=b3b2b889-6f3b-4329-aab7-e2cfa9f7d8f1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can also deactivate the gift card from the gift card details page by clicking **Deactivate**.
{% endhint %}

**Step 18:** In Xoro, navigate to **Shopify Channel → Gift Cards** and verify the logs to confirm that the gift card has been successfully synced to Xoro.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FDsVz59u1ixvkg8QQu3Y1%2Fimage.png?alt=media&amp;token=5662a808-4073-422e-bbd5-d3f3e5b2952b" alt=""><figcaption></figcaption></figure>

**Step 19:** Go to **Credit Memo Centre** and open the Credit Memo created for the gift card. The **Ref No** corresponds to the **Gift Card ID**, and the Credit Memo amount corresponds to the returned amount.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FjtsE3BhJPHTGcNer4LlM%2Fimage.png?alt=media&amp;token=afde27d9-8977-4546-8ee9-b662c1c275a9" alt=""><figcaption></figcaption></figure>


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