Can you do an exchange on Shopify?

How to do an exchange on Shopify

In the Shopify admin, you can exchange a product for a new color, size, or other variant by manually deleting and replacing each order item. Another wayto exchange a product on your Shopify order is to use a specialized Shopify app to:

1. Open the order you want to edit
2. Select the new color, size, or variant you want to change on the item
3. Initiate a refund if a price difference is present

Additionally, you can use the Shopify POS pro app to exchange order items in-store.

As you read on, we’ll cover detailed instructions on how to exchange an order item in the Shopify app Edit Order, in Shopify’s native editor, and in the Shopify POS pro app. We’ll also cover some of the steps you’ll need to complete after you make your exchange, such as returning and restocking your item.

Using Edit Order to make a Shopify exchange

If you need to switch out a product’s size, color, or style,Edit Ordercondenses this process into a few easy steps—no deleting or re-adding products necessary. All you’ll have to do is:

1. Navigate to Orders in your Shopify admin and choose the order you want to edit
2. Go to More Actions and select Edit Order from the dropdown menu
3. Switch to Advanced Mode if you haven’t yet. Keep in mind that you should complete this step before you make any changes in Quick Mode, because your changes won’t be saved.
4. Scroll down to the item you want to exchange and click its color, size, or style
5. Choose your new color, size, or style from the dropdown menu

If you’re using Edit Order to exchange an item with an entirely different item that isn’t just a change in color, size, or style, you’ll need to delete the original item and then search for the new one using the same manual process as Shopify’s editor.

Not sure what Advanced Mode is all about? Make sure to check outthis helpful pageon our site for more information.

Exchange a product using Shopify’s editing function

You can make an exchange in Shopify by manually removing the item in question and adding a new one with the correct color, size, or style. To do this, follow these steps:

1. Navigate to Orders in your Shopify admin
2. Click on the order you want to edit and then select Edit in the top right
3. Remove the item you want to exchange from your order
4. Click the search bar and scroll down to the product with its correct variant

Shopify will add your newly exchanged variant to the order on a new line, and the original item will be labeled as removed. If you’re exchanging your customer’s original item with an item of a different price, make sure to read on. We’ll cover returns and restocking further on.

How do I exchange a product using the Shopify POS pro app?

If you have access to theShopify POS pro app, you can use this app to make a product exchange in-store. In the app, simply follow these instructions, which you can also see in full detail in Shopify’s help centerhere:

1. Tap the ≡ button and then tap Orders
2. Tap the order you want to edit
3. Tap Exchange and select the item that's being exchanged
4. From the products list available, select an item to exchange your return with
5. Update the quantity of the selected item and add more items if needed
6. Optional: Tap to enable Mark item as unfulfilled to note that the item needs to be sent to the customer at a later date. A new order will be created for the item(s)
7. If there's a balance remaining, then tap Refund or Collect and complete the transaction. If there's no balance remaining, then tap Exchange
8. Finish your exchange

What happens if my customer is due a refund after their exchange?

If the item your customer wants to buy in exchange is worth less than the original item, you’ll be expected to pay them a refund.In the Shopify POS app, you’ll be able to refund that amount during the exchange process. However, for exchanging a product in Shopify’s editor and in Edit Order, things may get a little more complicated.

If you’re editing your Shopify order for the first time in Edit Order, your refund will be processed automatically. You’ll be able to see the amount to refund at the bottom of your order. For more information about refunding in Edit Order, make sure to check outthis blogwith more details and a helpful video that will walk you through the process.

If you’re editing in Edit Order after an initial edit has already been made, or you’ve edited an order in Shopify’s native editor, you’ll need to initiate a manual refund. You can see the exact steps for how to do this on our bloghere.

How do I return or restock an item in Shopify?

Depending on the status of your customer’s original item once you initiate a product exchange, you’ll need to either return or restock that item. You can return items by selecting the Return Items button on your order status page near the top right. You’ll be able to restock any items that haven’t yet been fulfilled in that same section using the Restock button.

For more detailed instructions from Shopify on how to restock and return your items, make sure to check out thispagefrom their help center.

Note: If you need to unmark an item as fulfilled after a return, make sure to check out the steps on thisblog.

Stay on top of your product exchanges for happier customers

Convenient product exchanges are a chance to deliver excellent customer service to build loyalty and referrals. With the information in this article, you’ll have all the tools you need to easily:

• Exchange your items
• Refund your items
• Restock and return your items

Let Edit Order help you build a loyal customer base that will come back again and again.

Easily exchange color, size, or style in Edit Order, it’s completely free to try.