Shopify Returns With Refund

Overview

When a customer wants to return an item from a fulfilled Shopify order, the return is initiated through Loop Returns. The customer selects the item to return, provides a return reason, and chooses Refund to original payment method as the resolution.

Once the return is submitted, the return is sent to Xoro for processing. Xoro creates an RMA for the returned item, allowing the return to be tracked and processed. After the returned item is processed, the return is closed, and the applicable refund is recorded in Xoro. For a shipped Sales Order, the refund is processed through a Credit Memo.

Workflow

Step 1: In Shopify, open the required order. The order must be Paid and Fulfilled before the customer initiates the return.

Step 2: Import the order into Xoro through the Shopify Channel and open the corresponding Sales Order. The Sales Order is in Shipped status, and a Customer Deposit has already been created and applied to the order.

Step 3: In Loop Returns, navigate to Find an order and search for the required Shopify order. Enter the order number and click Search. The matching order is displayed with the Start Return option. Click Start Return for the required order.

Step 4: The return flow displays the items available for return. 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 Return item. This indicates that the customer wants to return the item rather than exchange it.

Step 7: Review the return details. Under Credit options, select Refund to original payment method. You can optionally select whether to refund the shipping amount.

In this scenario, the shipping amount is not included in the refund.

Step 8: Select the checkbox to acknowledge the return policy and click Submit return. The return request is submitted successfully.

Step 9: Review the submitted return. The return details display the return address, shipping instructions, returned item, customer information, and Total Estimated Refund.

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

Step 11: Now, to process the return in Shopify, go to Loop Returns, navigate to Returns Management → Returns → Return Processing.

Step 12: The submitted return appears in the list with the outcome Refund and an Open status. Click the required return to review its details.

Step 13: The return displays the item being returned, the customer return reason, and the return status. The return is assigned an RMA#, which is used to identify and track the return.

Step 14: Click Process items to process the returned item.

Step 15: After the item is processed, the return is marked Closed in Returns Management → Returns → Return Processing.

Step 16: Re-open the corresponding Sales Order from the Sales Order Centre. Go to the History tab.

The Sales Order history displays the refund-related transactions, including Credit Created and Credit Memo Refund, along with their respective amounts and Refunded status.

Step 17: Click the created Credit Memo or Credit to open its details and review the refund information.