Implementing the "Hold Exchange Orders" feature in Return Prime helps you maintain better control over your order management process. By placing exchange orders on hold as soon as they are created, you can:
Avoid inventory discrepancies: Ensure that exchanges do not process automatically until you manually review or confirm them, reducing stock inconsistencies.
Improve order accuracy: Manually review exchange requests and ensure that the correct items are being exchanged before releasing the fulfillment.
Better operational control: Prevent potential fraud or errors by adding an extra layer of verification before dispatching exchange orders.
Steps to enable hold exchange orders in Return Prime
Log on to your Return Prime dashboard and go to Settings > Policies
Scroll down to the Hold exchange orders on Shopify option:
Find the option labeled "Hold exchange orders on Shopify" (as shown in the screenshot).
Click the checkbox next to "Put exchange orders created by Return Prime on hold as soon as they are created."
3. Click on enable to provide the required permissions and you will now be redirected to Shopify to provide necessary permissions.
This consent will only be required when you are enabling this feature for the first time on your store.
NOTE - You need to be an admin user of your Shopify store to approve any app permissions. If you are not the admin user, please ask your admin to login to Return Prime and then enable this feature for you.
4. Click on update button to enable the feature. Once done, you will be redirected back to Return Prime.
All your exchange orders created by Return Prime will be on hold as soon as they are created.
Creating & releasing exchange order fulfilments
When an exchange order is created on Return Prime: As soon as an exchange order is created against a request on Return Prime, we will automatically create a an exchange order with fulfillment status as hold return for that item new Shopify order. The fulfilment status on Shopify for that item will be updated to "On hold".
Once an exchange order has been created and placed on hold, you may want to review and release it for fulfillment after validation.
Locate the Exchange Request:
In your Return Prime dashboard, go to the list of exchange orders.
Select the specific exchange request that is currently on hold.
Release the Order:
You will see an option to "Release fulfilment" in the request details page.
Click on this button to remove the hold and allow the order to proceed with fulfillment. The same can also be verified on the Shopify dashboard.
If you have any further questions or need additional assistance, please contact our support team at help@returnprime.com.