Sync exchanges, refunds, and returns from Shopify

Sync exchanges, refunds, and returns from Shopify

Overview

In Shopify, you can process exchanges, refunds, and returns.

If you process a Shopify exchange, you must manually recreate the exchange in Cin7 Omni. If you issue a refund independently of an exchange, you can download that refund to Cin7 Omni as a credit note, and if you return (restock) goods while creating the refund, those units will appear as line items on the credit note.

Find out how to synchronize Cin7 Omni with exchanges, refunds, and returns (restocking) from Shopify.

Exchanges

An exchange is an exclusive feature of Shopify POS Pro.

In an exchange, the customer swaps one product for another and the difference in price is added to, or subtracted from, the total price of the sales order.

If you process an exchange in Shopify, you must manually recreate the exchange in Omni:

  1. Follow these instructions to create the exchange.

  2. If you pay United States ecommerce sales taxes, contact Cin7 Omni support to have the transaction(s) in the exchange marked as ecommerce transactions before syncing them to your accounting software. Provide the transaction(s) reference to support.

Refunds and returns (restocking)

In a Shopify refund, you reimburse a customer for all or part of the total price of a sales order. You can download refunds from Shopify to Omni as credit notes, unless the refund is part of a Shopify exchange (see above).

If you return (restock) goods while creating the refund, those units will appear as line items on the credit note. But if you restocked units independently of a refund, you’ll have to create a corresponding adjustment or credit note in Omni.

Likewise, returns created in third-party Shopify apps, such as Loop, PostCo, or Returnly, won’t download to Cin7 Omni if they aren’t attached to typical Shopify refunds.

You must configure your Shopify integration to download refunds:

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your Shopify integration.

  3. Open Settings.

  4. Under DownloadOrders, select Enable Credit Note and then

    • use Credit Note Default 3PL Status (if visible) to choose a default 3PL Status for downloaded credit notes, and

    • use Credit Note Default Accounting Status to choose a default Accounting Status for downloaded credit notes.

  5. Select Save Settings.

Now, whenever you download sales orders from Shopify, your refunds will download as credit notes too.

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