Exchange feature enables end customers to choose a replacement product and initiate an exchange when completing the return form. Customers are also informed about product availability for exchange. Customers can opt for exchanges limited to variants of the same product with identical prices.
In this article:
Note: Exchanges is an add on feature. Please reach out to the yayloh support team to enable exchanges for your store to support@yayloh.com.
Available exchange flows
Automated validation of an exchange request: We can automatically place a new order for the requested exchange on your Shopify at a trigger of your choice: <created>, <in-transit>, or <inspected ok>. However, you always have the option to manually approve these requests before the automation runs
Manual validation of an exchange request: You can manually approve the exchange order before placing the new order.
Note: By default, we always include a 'yayloh-exchange' tag and a note containing the details of the original order when creating a new order in Shopify.
New exchange order specifications:
Book-keeping options for the new order:
Payment method for the new order as 100% yayloh discount.
OR No payment method and the order is simply ‘Marked as Paid’.
Please note: The above configurations (Available exchange flows and New exchange order specifications) are currently not available via yayloh settings. Please reach out to the team with the preferred configuration options to support@yayloh.com.
2. Adding a shipment name to the new exchange order: You can choose between:
a. No shipment name to be added.
b. Add the same delivery shipment method as the delivery shipment of the original order.
c. Add a singular shipment name for all exchanges - In this case you need to provide the defined text to add e.g. Livraison à domicile - Colissimo sans signature (2 à 3 jours ouvrés)
3. New exchange order name prefix:
a. If a prefix is defined, the new order name would follow this format, i.e., {Prefix}{original order number}, for example, ECH-1234.
b. If a prefix is not defined, the order name in Shopify will adapt to your default.
Inventory configurations:
Should yayloh should claim stock when a new exchange order is placed in Shopify? FYI: Stock is only deducted in Shopify once the exchange request is approved.
Low inventory warning threshold: To enable smoother customer service, when a product is low or out of stock for an exchange request, we display a small warning on the request in the yayloh back office. You can select this threshold based on your average inventory value.
Note: If Shopify is your master of stock, please notify the team accordingly. In this scenario, we will adjust our default setting, meaning that product inventory will be deducted when an order is created.
Blocking configurations:
'Allow list of countries' setting: Per default, all customers can register an exchange. If countries are specified in 'Allow list of countries' window, only customers from those countries will be allowed to register an exchange.
Block exchanges if selling price of the order is 0: This is helpful in cases where a customers is trying to register an exchange on a free or previously exchanged product.
Block exchanges if the selling price is less than the original price: If you wish to disable exchanges for sales.
Refund on exchange order
Exchange orders are linked to the original order in the yayloh system, and refunds are processed against the original order. For users who already use automation, the process is also automated. For users who process refunds manually, this process is also manual. This flow is also reflected in your Shopify back office.
Important: This feature is an opt-in retailer level setting and does not turn on automatically. You can enable it from the Settings > Exchanges.
