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Shopify Cancellation/Refund/Return/Exchange process

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Shopify Cancellation/Refund/

Return/Exchange Process

Cancelling orders where pick and pack is not completed

1. Navigate to Shopify > Sales > Orders and choose the sales order to cancel where pick and pack is not completed

For this example, #1034 with Ready status for Pick and Waiting Another Operation for Delivery Order:

2. Click on Cancel

3. A pop-up message will appear where you can choose between Send and Cancel or just Cancel

4. Click Cancel in Shopify > choose the Message or reason of the cancellation > tick on Create Credit Note in ERP > specify the Reason, Refund Date, Journal as Customer Invoices > Cancel Order in Shopify

5. You can see now that the status of the sales order is Cancelled as well as the Pick and Delivery Order.

6. Check the credit note created by the cancellation by clicking on Invoices.

7. Click on Confirm > Register Payment > Journal will be the payment gateway used for the order > Create Payment

8. Click on Refund in Shopify > choose Restock Type as No Return > put a Note > Refund in Shopify and the payment will be refunded to the payment gateway the customer used for this order

You can also watch this video for reference: https://waoconnect.screencasthost.com/watch/c0XQokVGDzP

Cancelling orders where pick is completed and pack is not

1. Navigate to Shopify > Sales > Orders and choose the sales order to cancel where pick is completed and pack is not

For this example, #1005 with Done status for Pick and Ready for Delivery Order:

2. Click on Cancel

3. A pop-up message will appear where you can choose between Send and Cancel or just Cancel

5. You can see now that the status of the sales order is Cancelled and the Delivery Order but the Pick is not as it has been picked by the warehouse.

6. Click on the Pick and click on Return and choose the Return Location where the stocks came from and click Return

7. Check the credit note created by the cancellation by clicking on Invoices.

8. Click on Confirm > Register Payment > Journal will be the payment gateway used for the order > Create Payment

9. Click on Refund in Shopify > choose Restock Type as No Return > put a Note > Refund in Shopify and the payment will be refunded to the payment gateway the customer used for this order

You can also watch this video for reference: https://waoconnect.screencasthost.com/watch/c0XQoMVGDgP

Cancelling orders where pick and pack is completed

1. Navigate to Shopify > Sales > Orders and choose the sales order to cancel where pick and pack is completed

For this example, #1009 with Done status both for Pick and Delivery Order:

2. Click on Cancel

3. A pop-up message will appear where you can choose between Send and Cancel or just Cancel

5. You can see now that the status of the sales order is Cancelled but the Pick and Delivery Order is not.

6. If you receive the item back, click on the Delivery with OUT reference and click on Return and choose the Return Location where the stocks will be sent to and click Return

7. If you are the one responsible for moving the item physically to the return location, click on Set Quantities > Validate

8. Check the credit note created by the cancellation by clicking on Invoices.

9. Click on Confirm > Register Payment > Journal will be the payment gateway used for the order > Create Payment

10. Click on Refund in Shopify > choose Restock Type as No Return > put a Note > Refund in Shopify and the payment will be refunded to the payment gateway the customer used for this order

You can also watch this video for reference: https://waoconnect.screencasthost.com/watch/c0XQDfVGDCp

Cancelling orders where update is needed

1. Navigate to Shopify > Sales > Orders and choose the sales order to cancel where update is needed

2. For this example, #1026 where the customer wants to remove one item from their order. Click on Cancel

3. A pop-up message will appear where you can choose between Send and Cancel or just Cancel

4. Click on Set to Quotation and change the quantity of the product into zero then click on Confirm

5. Click on Invoice and click Add Credit Note > indicate the Reason > choose Reversal Date > Reverse

6. Retain the item that you have just updated in the sales order and then click on Confirm.

7. Click on Register Payment > Journal will be the payment gateway used for the order > Create Payment

8. Click on Refund in Shopify > choose Restock Type as No Return > put a Note > Refund in Shopify and the payment will be refunded to the payment gateway the customer used for this order.