Shopify Refunds and Restocks
FollowUnleashed's "Shopify Restocks and Refunds" setting in the eCommerce Hub's Shopify integration helps you to automatically sync any refunds and restocks made to your Shopify store with Unleashed.
Returns, Refunds and Restocks in Shopify
Within Shopify, orders have the opportunity to be processed for a "Return", in which the customer's order has been identified as requiring a refund and/or restock.
- Refunds: are processed for a Shopify orders to re-imburse the customer for the amount paid.
- Restocks: bring the dispatched goods back into your available Stock on Hand.
When enabled, the eCommerce Hub's "Shopify Restocks and Refunds" setting will automatically create Credit Notes in Unleashed from the Refunds and Restocks completed in Shopify, helping to maintain accurate reports and stock availability between both platforms.
Points to note
- Refunds and Restocks will only import from Unleashed if the original Sales Order has been completed in Unleashed (the Sales Order's Invoice must be completed and Shipment must be dispatched).
- Free Credits will be created in Unleashed with the Shopify Order's return ID as it's transaction number.
- The Free Credit will show on the Connection Log of your Shopify Ecommerce Hub Integration page once imported.
- The Free Credit in Unleashed will not automatically include any details from the original Sales Order. We recommend manually adding the Shopify order number within the Unleashed Free Credit's comment field for reference.
- Unleashed will not import a Credit Note for an order that has only been identified as "Return". The integration will only create Credit Notes based on the refunds and restocks processed in Shopify.
Enable Unleashed's "Shopify Restocks and Refunds" setting
Prior to enabling the "Shopify Restocks and Refunds" setting in the eCommerce Hub's shopify integration, you must refresh your connection with Shopify and create a customer record for all Shopify Credit Notes to be created against.
Refresh Connection
To successfully use the "Shopify Restocks and Refunds" setting, ensure your Shopify integration's updated to the latest version by refreshing your connection:
- From Unleashed's main menu, go to eCommerce Hub, Shopify and click on Configure for the Shopify Store.
- In the Configuration tab, click the red "Refresh Connection" link, found on the right hand side of the page.
- You may be asked to re-enter your Shopify login credentials. Once entered your Shopify connection will be refreshed.
Free Credit Customer
The "Shopify Restocks and Refunds" will use a single customer record in Unleashed to create all restocks and refunded Credit Notes against. Each refund and restock in Shopify will be created as a "Free Credit" in Unleashed. The integration will not create a Credit Note linked to the the originally imported Shopify Order in Unleashed.
Either create a new customer record in Unleashed (created specifically for Shopify Credits) or choose an existing customer to allocate all Shopify Credits to. For more details, see Add Customer
NOTE: The chosen customer's base currency must match your Unleashed account's base currency.
Enable Shopify Restocks and Refunds in Unleashed
How to enable Shopify Restocks and Refunds:
- From Unleashed's main menu, go to eCommerce Hub, Shopify and click on Configure for the Shopify Store.
- In the Configuration tab, scroll down to "Shopify Restocks and Refunds" and toggle it on.
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Use the "Free Credit Status" drop down menu to select the Unleashed status Free Credits should be created with. You can choose either:
- Parked
- Completed
- Use the "Free Credit Customer" field to find and select the customer record all Free Credits will be created against in Unleashed.
NOTE: The chosen customer's base currency must match your Unleashed account's base currency. - Scroll to the bottom of the page and click on "Save Configuration".
Using Shopify Refunds and Restocks with Unleashed
Once "Shopify Refunds and Restocks" has been enabled in Unleashed, manage refunds and restocks directly from Shopify. For more details on managing refunds and restocks in Shopify, see Refunding Orders.
NOTE: Only the products included in the Shopify Order's refund will be included in the Free Credit created in Unleashed.
Refund in Shopify with Restock
If a Shopify Order has been refunded and the "Restock items" checkbox is ticked in Shopify, a Free Credit will be created in Unleashed with the credited product's "Return" checkbox ticked and the refunded price populated in the Free Credit's "Price" field. In this case, the sale price is being credited and the items sold are being returned to available Stock on Hand.
When an item's returned to Stock on Hand in Unleashed with a Free Credit, Unleashed will redistribute the total stock value across the different products, according to the weighted average cost of the products on the Free Credit.
Refund in Shopify without Restock
If a Shopify Order has been refunded but the "Restock items" checkbox in Shopify is left unticked, a Free Credit will be created in Unleashed with the refunded price populated in the Free Credit's "Price" field but the credited product's "Return" checkbox unticked too. In this case, the sale price is being credited but the items sold are not being returned to inventory.
Restock in Shopify with no Refund
If a Shopify order has been processed as a restock but no refund has been issued, a Free Credit will not be created in Unleashed via the eCommerce Hub's Shopify integration. For a Free Credit to be created in Unleashed from Shopify a refund value greater than 0.00 must apply in Shopify, prior to completing the restock.