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Announcement: New Exchange Order Flow

Starting September 1st, 2024, we are introducing some significant changes to our existing order exchange flow.



Starting September 1st, 2024, AfterShip Returns is introducing a new exchange order flow for its customers. The Full Value Exchange Order (Discount On/Off) Flow will be implemented where the item being returned will be replaced with a new item of equal value or higher (upsell) for all the exchange order scenarios.

This means the exchange order will be created for the full retail value of the item instead of the $0 or Upsell Value Exchange Order Flow we’ve been using till now. The new exchange order flow will consolidate the replace with the same item and exchange for other item processes under a unified framework to simply exchange handling.

To further amplify the benefits of the new order exchange flow and allow merchants to manage exchanges efficiently, the option to apply a discount from the returned item towards the new item (discount on) or not apply any discount (discount off) will be given. Based on the applied settings, the exchange orders will be treated accordingly.

FeatureScenarioFlow
Replace with the same itemUneven exchangeFull-value exchange order (Discount on/off)
Even exchange
Exchange for other itemsUpsell exchangeFull-value exchange order (Discount on/off)
Even exchange
Uneven exchangeFull-value exchange order (Discount on/off)


Reasons for developing the new order exchange flow



The introduction of the Full Value Exchange Order (Discount On/Off) Flow will establish a standardized method for handling exchange orders and ensure consistency in how these transactions are managed and recorded.

As opposed to $0 or Upsell Value Exchange Order Flow which often leads to tax filling inconsistencies, the financial impact of the Full Value Exchange Order (Discount On/Off) Flow is pretty straightforward. For accurate tax reporting, both the original purchase and the exchange order must be accounted for correctly. With a standardized process for handling exchange orders, all financial transactions related to sales and exchanges will be accurately recorded, ensuring accurate revenue tracking and easier tax reporting reconciliation.

Impact on existing AfterShip Returns settings



The introduction of the new full-value exchange order flow will influence how the various settings around exchange orders in your AfterShip Returns are processed and consequently how the exchange orders will be treated.

The settings which will be updated and reconfigured to align with the new order exchange flow based on full-value exchanges are as follows.

1. Shopify tags



Existing feature logic:

As it stands, the Shopify tag feature operates with two exchange order triggers based on resolution, which results in the creation of two distinct tags on Shopify for AfterShip Returns orders, namely AfterShip exchange order and AfterShip replace item.

New feature implementation:

With the latest feature enhancement, a single trigger will apply to all exchange scenarios. This includes Exchange for other items or Replace with the same item orders created via AfterShip Returns, which will now be denoted as "AfterShip Returns exchange order", resulting in the creation of two standardized tags {AfterShip Returns exchange order} & {Initial order number} for both the scenarios.

The order notes will be updated to include the date and time of when the exchange order was created along with the upsell value and the relevant details about the checkout process for the exchange order.

Available for Shopify, SFCC, WooCommerce, and BigCommerce platforms.

Impact on existing settings

Your settings will not be impacted if you have only one trigger activated from the current exchange order flow (either an Exchange for other items or Replace with the same item order creation). Your existing tags will be seamlessly merged with the new trigger settings.

If you have both the triggers Exchange for other items and Replace with the same item enabled, but the tags configured for both the triggers are the same, in that scenario too we will seamlessly merge your existing settings with the new trigger settings.

If you have both the triggers Exchange for other items and Replace with the same item enabled, and the tags configured for both the triggers are different, we will merge your "Replace with the same item" tags configuration with the new trigger while the “Exchange for other items” tags configuration will be removed.

2. Instant exchanges



Existing feature logic:

The Instant Exchange feature currently employs two exchange order triggers: Exchange for other items and Replace with the same item. As a result, customers' cards are initially authorized for a specific amount and then charged according to the settings for each resolution.

New feature implementation:

With the latest feature enhancement, a single trigger logic will apply to all exchange scenarios. This includes Exchange for other items and Replace with the same item orders created via AfterShip Returns, which will now be denoted as "AfterShip Returns exchange order". For all the exchange orders, the same Instant exchange settings will be applied.

Impact on existing settings

Your settings will not be impacted if only one resolution is activated for the current Instant exchange order flow, whether it's Exchange for other items or Replace with the same item. Your existing settings will be seamlessly merged with the new trigger settings.

If you have both the triggers Exchange for other items and Replace with the same item enabled, with the same outcome for Instant exchange order flow, we will seamlessly merge your existing settings with the new trigger.

If you have enabled both Exchange for other items and Replace with the same item resolutions with different conditions to treat Instant Exchange orders, we will merge your “Replace with the same item” Instant exchange settings with the new trigger settings while the “Exchange for other items” Instant exchange settings will be removed.

3. Auto-create replacement and exchange orders



Existing feature logic:

The Auto-create exchange order automation feature currently employs two triggers: Exchange for other items and Replace with the same item. As a result, for both the triggers different conditions are configured and applied to create replacement and exchange orders respectively.

New feature implementation:

With the latest feature enhancement, a single condition will be applied to all the auto-create exchange order scenarios. This includes Exchange for other items and Replace with the same item orders created via AfterShip Returns, which will now be denoted as "AfterShip Returns exchange order" and follow a standardized full-value exchange order flow.

Impact on existing settings

Your settings will not be impacted if exchange order auto-creation is activated for only one resolutions— Exchange for other items or Replace with the same item. Your existing settings will be seamlessly merged with the new centralized exchange order flow settings.

If you have enabled exchange order auto-creation settings for both the triggers Exchange for other items and Replace with the same item, with the same conditions, we will seamlessly merge your existing settings with the new settings.

If you have enabled both Exchange for other items and Replace with the same item resolutions with different conditions to auto-create exchange orders, we will merge your “Replace with the same item” settings with the new exchange order flow settings while the “Exchange for other items” settings will be removed.

Updated on: 04/07/2024

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