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 readers

Returns & Exchanges

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Return Page & Customer Portal

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Settings

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Notifications & Email Templates

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Analytics

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Plans & Pricing

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Tips & Troubleshooting

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• 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 uploaPopular

• How to add Yanet: Return & Exchange code into Theme

  How to add Yanet: Return & Exchange code into ThemePopular

• Create & manage the rules

  Having specific rules for creating return/exchange requests is an important way for merchants to reduce spam requests and focus on support customer more effectively. In order to create rules in Yanet: Return & Exchange App: Step 1: Go to Setting > Rules and configure the condition for Return requests and Exchange requests separately. Step 2: Set the limited number of days or exclude specific orders/products from raising requests (you can configure the condition for Return requestPopular

• Create & manage the reasons

  When a customer requests a refund or exchange for the order, it's necessary to provide a reason. However, many customers don't really favour typing out the reason by themselves very much, that's why we offer this function, which allows you to create a list of ready-to-pick reasons for customers to choose from. By going to Settings> Reasons in the App, you can choose to create a new reason or edit/delete the existing reasons from the list. ![](https://storage.crisp.chat/users/helpdesk/websiPopular

• Connect with 3rd shipping carrier(s)

  that|| For now, our app supports connecting with Shippo, a multi-carrier shipping platform that allows you to connect and create labels for your returns quickly. Once you connect with Shippo, you will have a list of 20+ carrier providers to choose from and create your shipping labels without any account required. In order to connect to Shippo: Step 1: Generate the API key from your Shippo account. Step 2: Go to Settings > Shipping Carriers Step 3: Select the **Shippo CarriSome readers

• Manage the refund methods

  To manage the list of available refund method to select when creating the Return request, please follow these steps: Step 1: Go to Settings > Refund methods. Step 2: Enable/Disable the refund methods that you want to show/not show when creating requests. Note: For the Refund by Discount Code method, you can set the prefix for your discount code and the percentage of code's value based on the refund amount. _For example, if the original refund amount is $100 set the prefix as 'YSome readers

• Create new Return request in the Admin

  You can follow these steps to create a Return request from the Admin portal of Yanet: Return & Exchange App: Step 1: Click to Return on the top menu. Step 2: At Return List screen, click to Create New Request button on the top right corner of screen to show Order Search popup. Step 3: At this popup, please fill the ID of the order with items needed to return and click *Some readers

• Create & 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 caSome readers

• Translate your Portal Page

  multiple languagesIf your store supports multiple languages, then you can create the translation for different languages by following these steps: Step 1: Go to Settings > Translation. Step 2: Select the Portal you want to translate. Step 3: After selecting the preferred Portal, you translate each text & terms into the corresponding fields. ![](https://storage.crisp.chat/users/helpdesk/weSome readers

• 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 andSome readers

• Create new Exchange request in the Admin

  You can follow these steps to create an Exchange request from the Admin portal of Yanet: Return & Exchange App: Step 1: Click to Exchange on the top menu. Step 2: At Exchange List screen, click to Create New Request button on the top right corner of screen to show Order Search popup. Step 3: At this popup, please fill the ID of the order with items needed to exchange aSome readers

• How to add Return portal to the Menu Navigation

  Since the customer should be able to request a return for a defective item or request a refund of an item that does not work, we provide you a Return Portal, a all-in-one portal for customer to request their order and here is how you can display it on your website for your customer: Step 1: Go to our app => Return page and you can customize the Return Portal there to match with your Theme or requirements. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde7710Few readers

• How to edit the email template(s)

  For the email template, we are provide two different options for each Email Type according to your requirement: Classic Email Template Advance Email Template What is Classic Email Template and how can I edit it? The Classic Email template is suitable for the merchant who has their own developer team, who can edit the Email Template in code to achieve the design they require. To edit it, simply following these steps: Step 1: Go to our app => Notification => TheFew readers

• How to translate the email into another language?

  In order to translate the email into different languages, please kindly follow our steps here (each step will be provided with a screenshot for further guidance): 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 RefunFew readers

• Why customers cannot create return request(s) for their order

  The customer cannot access or create the return request in case the order that they wish to proceed with the request are not met with these conditions: The Order must be Paid and Fulfilled in Shopify so that we can proceed with the Return. If it is not paid and fulfilled yet, it cannot be processed The Order does not meet the Rules has been set up by Merchant in our app. You can go to our app => Settings => Rules to check it further. The order has been fully returned/exchange so thereFew readers

• How to change texts on the Portal page

  Our Return Portal Page is a page where customers can request an Exchange/Return for their orders. However, merchants might want to update the text so it will match with their ideas or provide better customer support or clarification for their customers and here is how you can change texts on the Portal Page: Step 1: Go to our app => Settings => Translations: Step 2:Few readers

• How to process a Return request in the Admin

  Once the Return 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 returned item(s): After the request is approvPopular

• How 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