How to Control the Fulfillment Status of Exchange Orders
Plans: Premium, Enterprise Platforms: Shopify
As many merchants use third-party fulfillment apps to fulfill exchange orders, they face fulfillment issues when a new exchange order is automatically created or fulfilled on Shopify, even when the item is yet to be returned. AfterShip Returns allows you to switch the status of an exchange order from Unfulfilled to On hold when the item is not returned and back to Unfulfilled once returned. It will help prevent accidental loss if you are using auto-fulfillment apps.
In this tutorial, we’ll discuss:
How to enable the Order fulfillment control setting
Step 1: Hold the fulfillment of exchange orders
Step 2: Turn On hold back to Unfulfilled
Go to Refunds and exchanges in the AfterShip Returns admin
Move to the Exchange for other items section and move the toggle to the right to enable the feature
Select the exchange flow > Exchange on your store/ Exchange on AfterShip returns page > Edit
Go to the Order fulfillment control section
The process ahead is divided into 2 steps:
The first step involves using Shopify Flow to automatically turn new exchange orders from Unfulfilled to On hold.
Click Shopify Flow
If you have already installed the Shopify Flow app, you’ll be redirected to the Shopify Flow page
If you have not installed the Shopify Flow app, you need to install it first from. Click Install
Once installed, go to the Shopify Flow app and click Create workflow
Click Select a trigger. Select Shopify under the Select trigger section on the side panel.
Search and select Order created
Click Then+ on the preview window and select Condition
On the side panel, click Add criteria > Order > Tags > Equal to > AfterShip Returns exchange order in the name field
Click Then+ on the preview window and select Action
Select Shopify under the Select trigger section on the side panel and click Hold fulfillment order
Select the reason in the configuration panel, and input notes (Optional)
Click Turn on workflow
You have successfully created the workflow, and now it’s time to move on to the second step.
Enable Turn “On hold” back to “Unfulfilled”
Select the trigger from the given options:
Approved
In transit
Delivered
Mark as received
Mark as resolved
Once triggered, the status will switch back to Unfulfilled.
If you have any queries, feel free to connect with our support team for quick assistance.
Overview
As many merchants use third-party fulfillment apps to fulfill exchange orders, they face fulfillment issues when a new exchange order is automatically created or fulfilled on Shopify, even when the item is yet to be returned. AfterShip Returns allows you to switch the status of an exchange order from Unfulfilled to On hold when the item is not returned and back to Unfulfilled once returned. It will help prevent accidental loss if you are using auto-fulfillment apps.
What you’ll learn
In this tutorial, we’ll discuss:
How to enable the Order fulfillment control setting
Step 1: Hold the fulfillment of exchange orders
Step 2: Turn On hold back to Unfulfilled
How to enable the Order fulfillment control setting
Go to Refunds and exchanges in the AfterShip Returns admin
Move to the Exchange for other items section and move the toggle to the right to enable the feature
Select the exchange flow > Exchange on your store/ Exchange on AfterShip returns page > Edit
Go to the Order fulfillment control section
The process ahead is divided into 2 steps:
Step 1: Hold the fulfillment of exchange orders
The first step involves using Shopify Flow to automatically turn new exchange orders from Unfulfilled to On hold.
Click Shopify Flow
If you have already installed the Shopify Flow app, you’ll be redirected to the Shopify Flow page
If you have not installed the Shopify Flow app, you need to install it first from. Click Install
Once installed, go to the Shopify Flow app and click Create workflow
Click Select a trigger. Select Shopify under the Select trigger section on the side panel.
Search and select Order created
Click Then+ on the preview window and select Condition
On the side panel, click Add criteria > Order > Tags > Equal to > AfterShip Returns exchange order in the name field
Click Then+ on the preview window and select Action
Select Shopify under the Select trigger section on the side panel and click Hold fulfillment order
Select the reason in the configuration panel, and input notes (Optional)
Click Turn on workflow
You have successfully created the workflow, and now it’s time to move on to the second step.
Step 2: Turn “On hold” back to “Unfulfilled”
Enable Turn “On hold” back to “Unfulfilled”
Select the trigger from the given options:
Approved
In transit
Delivered
Mark as received
Mark as resolved
Once triggered, the status will switch back to Unfulfilled.
If you have any queries, feel free to connect with our support team for quick assistance.
Updated on: 11/06/2024
Thank you!