Getting Started
What Is Yanet Returns & Exchanges?
Overview Yanet Returns & Exchanges is a Shopify app that helps merchants manage customer returns and exchanges from one place. The app provides a customer-facing Return Portal where customers can submit requests and a merchant dashboard where store owners can review and manage those requests. Key Features With Yanet Returns & Exchanges, you can: Manage return and exchange requests. Create return and exchange policies and rules. Define return and exchange reasons. Offer differentFew readersInstall Yanet Returns & Exchanges
Overview Yanet Returns & Exchanges can be installed directly from the Shopify App Store. Step 1: Open the Yanet Returns & Exchanges app page on the Shopify App Store and click Open. Step 3: Select the Shopify store where you want to install the app. Step 4: Review the permissions and installation information shown by Shopify. Step 5: Confirm the installation. Step 6: OpFew readersUnderstand the Yanet Dashboard
Overview The Yanet Returns & Exchanges dashboard gives you access to the main areas of the app. The main sections include: Returns — Manage return and exchange requests. Return Page — Configure the customer-facing Return Portal. Notification — Configure email notifications and templates. Settings — Configure return, exchange, shipping, rules, integrations, automation, and API settings. Analytics — Review, return and exchange data. Plans — View pricing andFew readersComplete the Initial Setup
Overview Before customers can use your return portal, configure the main return and exchange settings. Step 1: Open Yanet Returns & Exchanges from Shopify Admin. Step 2: Open Return Page and enable the customer-facing return portal. Step 3: Configure the basic return and exFew readersUnderstand the Return & Exchange Workflow
Overview Yanet Returns & Exchanges uses a request-based workflow. Customer side The customer: Opens the Return Portal. Finds their order. Selects an eligible item. Chooses a return or exchange. Selects the reason. Selects the available refund or exchange solution. Submits the request. Merchant side The merchant: Receives the request. Reviews the request details. Approves or rejects the request when manual approval is required. Processes the retuFew readers
Returns & Exchanges
Setup Return & Exchange Portal Page
Return & Exchange Portal page is the place for customers to submit their return/exchange request. To setup the Portal, please go to Setting > Setup the Portal in the App: Enable Return/Exchange Portal: This configuration allows customers to access/not access to the Portal page. You can also customize the Portal URL by following the guide below it. Upload Portal banner(s): You can uploaPopularCreate a Return Request
Overview You can create a return request from the merchant dashboard when you need to create a request on behalf of a customer. Step 1: Open Returns. Step 2: Click Create Request. Step 3: Select the customer's order. Step 4: Select the item or items to be returned. **StPopularCreate & Manage the Return Locations
During the return/exchange process, merchants usually face to a very common scenario when they process the returning item step. That is, sometimes the customers live too far from the merchant's store locations. Which means, it is easy for them to return the items back by themselves, as well as it takes more cost when merchant create the return shipping via 3rd carrier providers. In this case, the perfect solution is to create some return locations in convenient places at which customer caPopularCreate a Exchange Request
Overview You can create an exchange request when a customer wants to replace an item instead of receiving a refund. Step 1: Open Returns. Step 2: Click Create Request. Step 3: Select the customer's order. Step 4: Select the item being exchanged. Step 5: Select thePopularComplete or Close a Return Request
Overview Once the return or exchange process is finished, update the request to the appropriate final status. Step 1: Open Returns. Step 2: Select the completed request. Step 3: Verify that the return, exchange, or refund has been processed. Step 4: Use the available complFew readersProcess a Refund
Overview The available refund options depend on your plan and configuration. Yanet Returns & Exchanges supports refund-related solutions including store credit, discount codes, and gift codes on applicable plans. Step 1: Open the relevant return request. Step 2: Review the selected refund solution. : After the request is approvPopularHow to Process an Exchange Request in the Admin
Once the Exchange request is created/submitted, merchant can process it through these phases: Phase 1 - Approve or decline the request: Merchant can go to the Request Detail page to check the information and click to Approve or Decline button to accept or reject the request. Only approved requests are available for next phase. Phase 2 - Receive exchanged item(s): After the request isPopular
Return Page & Customer Portal
Add the Return Page to Store Navigation
Overview Make the Return Page easy to find by adding it to your Shopify navigation. Step 1: Copy the Return Page URL from Yanet Returns & Exchanges. Step 2: Open your Shopify Admin. Step 3: Go to Content > Menus. : Step 1: Go to our app => Notification Step 2: Select the template that you wish to translate. We have divided the template into two sections, one is Return Template and one is Exchange template. For Refund templateSome readersUse the Returns & Exchanges API
Overview Once the API is officially available, use the API documentation provided by Yanet to connect your external systems. Typical use cases may include: Synchronizing return data. Connecting return requests to an external system. Automating internal workflows. Sending return information to other applications. API endpoints, authentication methods, and request examples should be adFew readersManage Integrations
Overview Integrations allow Yanet Returns & Exchanges to work with external services. Step 1: Open Settings > Integrations. Step 2: Review the available integrations. Step 3: Select the service you want to connect. Step 4: Enter the required connection information. **StepFew readersManage Return & Exchange Eligibility
Overview Customers can only submit requests that meet your configured conditions. Eligibility may depend on: Return window. Product eligibility. Return/exchange rules. Order information. Other conditions configured in the app. When a customer cannot submit a request, review the relevant rule first.Few readersCreate Return Rules
Overview Return rules determine when customers can request a return. You can create different policies for different products or situations. Step 1: Open Settings > Rules. Step 2: Create a new return rule. Step 3: Define the conditions for the rule. Step 4: Select the products or conditions to which the rule applies. Step 5: Configure the return eligibility requiremFew readersConfigure Shipping & Delivery
Overview Shipping settings control how returned products are handled during the return process. Step 1: Open Settings. Step 2: Open Shipping & Delivery. Step 3: Review the available shipping options. Step 4: Configure the options required by your return workflow or CreateFew readersTranslate the Return & Exchange Page
Overview Yanet Returns & Exchanges supports multiple languages. The App Store currently lists English, Spanish, Finnish, German, Italian, Hindi, Japanese, Dutch, Polish, Portuguese (Brazil), Romanian, Russian, Turkish, Vietnamese, Simplified Chinese, and French. Step 1: Open Settings > Translations. Step 2: Select the language you want to configure. Step 3: Review the availabFew readersConfigure Return Shipping for Customers
Overview Decide how return shipping should be handled for customers. Step 1: Open the return shipping settings. Step 2: Configure the customer return shipping option. Step 3: Configure any applicable return fee or shipping condition. Step 4: Save the settings. Professional-plan merchants can configure return/exchange fees by conditions.Few readersConfigure API Access
Overview API access is intended for stores that need to connect Yanet Returns & Exchanges with external systems. Step 1: Open Settings > API Access. Step 2: Review the API access information. Step 3: Enable API access if the option is available for your plan. Step 4: Generate or copy the required credentials. Step 5: Store API credentials securely. Do not share APFew readersConfigure Return & Exchange Automation
Overview Automation can reduce manual work when handling eligible requests. Step 1: Open Settings > Automation. Step 2: Review the available automation options. Step 3: Select the action you want to automate. Step 4: Configure the conditions. Step 5: Enable the automation. Step 6: Save your settings. The current Shopify App Store lists Automation ApprovalFew readersRefund Product Tax for Returns: Give Customers Back the Tax They Paid, Item by Item
Overview Customers returning a product expect to get back what they paid, and that includes the tax on that product. The Refund product tax feature lets you refund the tax tied to each returned item, review it before approval, and adjust it when needed. This article covers how the feature works, how to turn it on, what customers see, how to approve requests, and how tax-inclusive prices are calculated. At the end, it also explains the updated Refund solution display for exchange requFew readers
Notifications & Email Templates
Setup the Email Notifications
During the return/exchange process, you can keep your customer updated about the request status via emails. In order to activate sending emails for the App, please go to Settings > Email Notification: Sender Information: The name and email filled in here will be used in all the emails sent from this App. Important Note: After you add/change the Sender Email, a verification email from Amazon Simple Email Service will be sent to this new registered email. Please check your inbox aPopularConfigure Notification Email
Overview You can configure the email address that receives merchant-side notifications. Step 1: Open Notification. Step 2: Locate the notification email settings. Step 3: Enter the email address that should receive notifications. Step 4: Save your settings. Test the notifFew readersEnable Return Request Notifications
Overview Enable notifications so that the appropriate users are informed when customers submit requests. Step 1: Open Notification. Step 2: Find the return request notification setting. Step 3: Enable the notification. Step 4: Save the settings. Step 5: Submit a test return request. Step 6: Verify that the notification is received.Few readersConfigure Delivery Status Notifications
Overview Delivery and shipping notifications help customers track the progress of their return. Step 1: Open Notification. Step 2: Find Delivery Status. Step 3: Enable the relevant notification. Step 4: Save the changes. Yanet Returns & Exchanges supports return trackingFew readersUnderstand Notifications
Overview Notifications keep customers and merchants informed during the return process. Yanet Returns & Exchanges supports email notifications throughout the request workflow. Notifications may include updates related to: Return requests. Exchange requests. Approval. Rejection. Delivery or shipping status. Other request status changes.Few readersConfigure Sender Information
Overview Configure the sender information used for customer emails. Step 1: Open Notification. Step 2: Enter the sender name. Step 3: Enter the sender email address. Step 4: CFew readersCustomize Return Email Templates
Overview Customize the emails sent during the return workflow. Step 1: Open Notification. Step 2: Open the return email template. Step 3: Edit the email subject or content where available. Step 4: Review the available variables/placeholders. Step 5: Save the templateFew readersAdd a Logo to Email Notifications
Overview Add your store branding to customer emails when the option is available. Step 1: Open Notification. Step 2: Scroll down and locate the Email Logo settings. Step 3: Enable the logo option. Step 4: Upload or select your store logo. 