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

• Install 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 readers

• Complete 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 readers

• Understand 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 readers

• Understand 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

• Create 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. **SteFew readers

• Process 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/imageFew readers

• Create an 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 the rFew readers

• Complete 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 readers

• Understand the Returns Dashboard

  Overview The Returns section is the central area for managing return and exchange requests. A request may contain information such as: Order information. Customer information. Request date. Request creator. Request status. Return items. Exchange items. Refund solution.Few readers

• Manage Return & Exchange Request Statuses

  Overview Request statuses help you track the progress of each return or exchange. Common statuses may include: Requested Approved Refunded Completed Partially Refunded Rejected Return Closed Use the status information to identify requests that need your attention and track requests through completion.Few readers

• Review a Return or Exchange Request

  Overview Before processing a request, review all available information. Step 1: Open Returns. Step 2: Select the request you want to review. Step 3: Review the customer and order information. Step 4: Review the returned or exchanged items. ![](https://storage.crisp.chat/userFew readers

• Approve a Return or Exchange Request

  Overview If your store requires manual approval, you can approve requests from the request details page. Step 1: Open Returns. Step 2: Open the request. Step 3: Review the request information. Step 4: Click the available Approve action. Step 5: Confirm the approval ifFew readers

• Reject a Return or Exchange Request

  Overview Reject a request when it does not meet your store's return or exchange policy. Step 1: Open Returns. Step 2: Open the request. Step 3: Review the order, item, reason, and eligibility information. Step 4: Click the available Reject action. Step 5: Confirm theFew readers

• Search and Filter Requests

  Overview Use the available search and filtering controls to locate a specific request or narrow the request list. Step 1: Open Returns. Step 2: Use the search field or available filters. Step 3: Enter the order, customer, request, or other available information. Step 4: RevFew readers

• Export Return & Exchange Requests

  Overview Export request data when you need to analyze, archive, or share return information. Step 1: Open Returns. Step 2: Apply filters if you only want to export a specific group of requests. Step 3: Click the available Export option. ![](https://storage.crisp.chat/users/Few readers

Return Page & Customer Portal

• Add the Return Request Widget

  Overview The return request widget can make return access easier for customers in supported Shopify customer-facing areas. Step 1: Open the Return Page settings. Step 2: Locate the widget configuration. Step 3: Select the supported customer-facing location. Step 4: Add orFew readers

• 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/Few readers

• Customize the Return Page URL

  Overview The Return Page can be made available through your Shopify store using the configured app page/URL. Step 1: Open Return Page. Step 2: Locate the Return Page URL or Shopify App Proxy settings or click Setting page link. ![](https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Enable the Return Page

  Overview The Return Page is the customer-facing portal where customers can submit return and exchange requests. Step 1: Open Return Page. Step 2: Enable the Return Page. Step 3: Enable the option that allows customers to create requests. ![](https://storage.crisp.chat/users/helpFew readers

• Allow Customers to Contact the Store for Ineligible Orders

  Overview You can provide customers with a way to contact your store when their order does not meet the configured return conditions. Step 1: Open Return Page. Step 2: Locate the option for ineligible orders. Step 3: Enable the customer contact option. Step 4: Save your settFew readers

• Customize the Customer Return Experience

  Overview Yanet Returns & Exchanges provides a customer-facing portal that can be adapted to your store's return process. You can configure elements such as: Return and exchange options. Customer-facing text. Languages. Return instructions. Available return methods. Available refund solutions. The App Store also states that portal text, banners, and colors can be customized to matchFew readers

Settings

• Configure Refund Methods

  Overview Refund methods determine what customers can receive after an approved return. Step 1: Open Settings and open Refund Method. Step 3: Review the available refund solutions. Step 4: Enable the solutions you want to offer. Step 5: Save your settings. Available oFew readers

• Configure Return Methods

  Overview Return methods define how customers return products to your store. Step 1: Open Settings and open Return Method. Step 3: Review the available return methods. Step 4: Select the methods you want customers to use. Step 5: Configure any required instructions or cFew readers

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 CarriPopular

• 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 'YPopular

• 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 *Popular

• 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