Returns Portal Functional Customizations

Edited

To customize your portal, navigate to the Returns Portal tab within the app:

At the top, you can view all the options, such as customer options, Rules, etc.

Customer options:

1. Resolution Options Select the outcomes you want to offer your customers.

  • Enable Options: Check the boxes to display specific choices like Refund to Original Payment, Store Credit, or Exchange.

  • Custom Labels: Use the text box inside each option to rename how the button appears to the customer (e.g., Rename "Refund with store credit" to "Get Wallet Funds").

  • Default Option: Choose which resolution is pre-selected when the customer opens the portal.

2. Return Reasons Define why customers are returning items and what evidence they need to provide.

  • Enable Reasons: Check the reasons you accept (e.g., Color, Damaged, Not as Described).

  • Description & Image Rules: For each reason, set the Description and Image dropdowns to Optional, Required, or Disabled.

    • Example: Set "Provide Image" to Required for the "Damaged" reason to ensure customers upload a photo before submitting.

3. Restrictions

  • Allow duplicate return requests: If checked, customers can return to the portal later to submit a second request for the same order (e.g., if they forgot to return an item the first time).

  • Allow out of stock products: If checked, customers can request an exchange for an item even if your Shopify inventory count is zero.