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How do I use easyReturns with Pickware for Shopify?

Returns received through the easyReturns portal are automatically displayed in your Shopify Admin, transferred to Pickware, and can be processed there as usual. This article contains notes on using the app with Pickware for Shopify as well as compatibility notes. You can find more information in the easyReturns Help Center.

What is not supported?

Customers can provide a reason when returning or exchanging items. This information is stored in the Customer note field, not in the Return reason field, and is therefore currently not transferred to Pickware.

Recommended settings

You can find the easyReturns settings in your Shopify Admin under Apps → easyReturns → Settings. This section covers notes on Pickware-relevant settings. For detailed information, please visit the easyReturns Help Center.

  • Workflow → Restrictions → Allow only one return per order

  • Workflow → Automation → Complete return

    • If this option is enabled, returns are completed immediately and can then no longer be processed in Pickware. Please disable this option.

  • Workflow → Automation → Automation only for returns from the easyReturns portal

    • If this option is disabled, all settings from the Automation section apply to all returns, including those you create manually in Shopify, for example. If you want to handle special cases through manually created returns, you should therefore disable this option.

For exchanges, there is a separate menu with additional settings. You can find it under Workflow → Return options → Exchange → Exchange settings.

To ensure that exchanges for more expensive or cheaper replacement products, as well as charging exchange fees, are correctly reflected for accounting purposes, please enable the option Create draft order and disable the option Convert draft order to order when return is completed.

Returns

With easyReturns, your customers can register their returns themselves and generate the return label. At this point, the return is already created in Shopify and can be processed directly upon arrival. If you record your returns with Pickware WMS and search for the order number, a notice will appear indicating that a return already exists for this order, which you can open in this way and continue processing.

The return and subsequent refund can then be carried out as usual.

Special case: The return contains more products than announced

In this case, you first record the announced return for the announced products or quantities. Then you create another return and record the additional products in it. At the end, you create a credit note in Pickware that includes all returned products. To be able to create multiple returns per order, the corresponding setting (Allow only one return per order) must be disabled.

Special case: The return contains fewer products than announced

In this case, you first record the return as usual, but only restock the quantity or products that were actually returned. When processing the refund in Shopify, you would then have the option to restock all still-open products as part of the refund. Make sure to disable the restocking option here (1) and adjust the quantity of products to be refunded (2). This way, only the products that are actually included in the return are refunded.

In Pickware, the order then remains in the status Partially refunded. In Shopify, you can mark the return as completed within the order.

Exchange

For an exchange with easyReturns, the returned item is first accepted and restocked as a return, as usual. You can then also process the refund for the returned item via Shopify as usual, and afterward create the credit note in Pickware.

In the next step, easyReturns creates a draft order for shipping the replacement product. This order automatically includes a discount equal to the value of the selected exchange product, so this order — apart from any shipping costs — is free of charge for your customers.

In the next step, open the draft order in question (in the menu on the left under Orders → Drafts) and click Send invoice in the Payment section. Your customer will then receive an email to complete the order. This converts the draft order into an order, which can then be picked and shipped as usual via the app or the admin.

Please note that the email sent to your customers via the Send invoice button does not constitute an invoice in the accounting sense, but only serves to complete the exchange order. The actual invoice can therefore be created in Pickware as usual.

If you process your exchanges regularly via Shopify and Pickware, the credit note created in this case includes the credit for the returned product, offset against the price of the exchange product as well as any costs incurred for processing and reshipping.
For exchanges processed with easyReturns, the credit note only includes the credit for the returned product and any processing fees incurred. A new invoice is created for shipping the exchange product. The customer therefore receives two documents for their exchange process.

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