Equal-Value Exchange

Overview

An equal-value exchange allows a customer to return an item and receive the same item as a replacement without creating an additional payment or refund. In this workflow, Loop recommends replacing the returned item with the same item, and Xoro creates a new Exchange Order with a $0.00 value.

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.

Step 2: In Xoro, navigate to Shopify Channel → Orders → Actions → Import by Order. Enter the Shopify Order Number and click Import. The corresponding Sales Order is created in Xoro.

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

Step 4: On the Select an item to return page, select the item to be returned.

Step 5: Select the applicable Return reasons and click Continue.

Step 6: Under How would you like to proceed?, select the option suggested in the Best match textbox.

Step 7: Loop suggests a replacement for the returned item. Click Confirm item.

Step 8: Review the return information, select the checkbox confirming that the return policy has been reviewed, and click Submit return.

Step 9: After the return is submitted, review the return confirmation details, including the Return address, Return instructions, returned item, replacement item, and customer information.

Step 10: In Xoro, navigate to Shopify Channel → RMA and verify that the RMA has been successfully synced with the respective return.

Step 11: In Return Processing, locate the return and review the return details. The return should show the Exchange outcome.

Step 12: Click the return record and select Process items to process the returned item. Once the return is successfully processed, its status changes to Closed.

Step 13: Once the item is fully received and the return is closed, reimport the Shopify order from Shopify Channel → Orders → Actions → Import by Order.

Step 14: In Xoro, verify that an Exchange Order has been created for the replacement item instead of creating any memo against the existing Sales Order.

Open the Exchange Order and verify that its total value is $0.00, confirming that the replacement item is of equal value to the returned item.