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  3. Return & Exchange for Shopify

Narvar Shopify Collective Integration

Overview

Shopify Collective enables collaboration between Shopify stores, allowing them to sell each other's products seamlessly through Shopify. Narvar's Return Method Rules and Locations allow for flexible return processing by supporting the return of different items from the same order to various locations. This feature makes it possible to route returned items directly to the supplier rather than your warehouse when necessary.

Contact your Narvar CSM to activate Shopify Collective. Once activated, complete the setup steps below.

How it works

  • Customers use your existing customer return portal to return supplier items.
  • When a customer initiates a return on your portal for a supplier item, Shopify automatically creates a return in the supplier's admin, eliminating the need for manual work and one-off communications. This lets suppliers know they can expect a return in their warehouse. Both orders to show as a return in progress.
  • Once the supplier completes the return in Shopify, the return will be marked as Approved in Narvar. 
  • If your refund policy is set to refund upon "Approved," the refund to the customer will then be processed. If you have other refund rules set, the orders will be processed accordingly.

Setup

To facilitate Shopify Collective returns via Narvar, you must configure the following:

  • Return Locations for your Collective supplier warehouse.
  • Return label generation for the supplier warehouse.
  • Return eligibility rules and return method rules.
Setup Steps

Follow the steps below to set up your Shopify store for Shopify Collective:

  1. Add your supplier warehouses as locations in your Shopify store then sync the stores to your Narvar Return & Exchange app by following our guide on reviewing your return locations. Make sure the Collective location only accepts mail returns only.
  2. Make sure the appropriate carrier credentials are configured in Narvar. For more information, follow our Adding Carrier Credentials guide.

    • Note: This may not apply to the Collective vendor, as they could use live credentials. However, for the standard onboarding process with FedEx return labels, production credentials must go through a certification process, or labels will not be generated.

      If you need to update USPS return address locations, you must do so directly with USPS, as they are hardcoded into their system. Return locations will sync automatically with the app for other carriers, such as FedEx or UPS.

  3. Identify the Fulfillment Location ID for the Collective locations and create rules. You can do this by looking at the payload of an order that has a Collectives fulfillment and adding .json to the end of the url, search for location_id under the Fulfillment section.
  4. Once you have your Fulfillment Location ID, create two unique return restriction rules, one return method rule, and one refund method rule. The return restriction rules ensure that 1) everything in the return shares a matching fulfillment location ID, and 2) items being returned to a Collective location are ineligible for exchange. The return method rule ensures that items are returned to the correct location.
Return Restriction Rules

Return Restriction Rule #1 - Restrict returns to a specific fulfillment location ID

The first return restriction rule restricts the return of multiple items if their Fulfillment Location IDs do not match. To create this rule:

  1. Navigate to the Narvar Return & Exchange app.
  2. Click Settings > Return Policy > Eligibility Rules.
  3. Click Create Return Restriction and complete the following:
    • Name the rule, then click Add Condition.
    • In the first drop-down, select Line item.
    • In the second drop-down, choose fulfillment location ID.
    • In the the third drop-down, select =.
    • In the final section, input the location_id.
      • Note: The location_id is the one found in the order payload in the “Identify Fulfillment Location ID” step described above.
  4. Next, we need to add a second condition to the rule to ensure the rule is restricted to the specific location ID. To do this, click Add Condition and complete the following:
    • In the first drop-down, select Any line item in the return cart.
    • In the second drop-down, choose fulfillment location ID.
    • In the third drop-down, select not in.
    • In the final section, input the same location_id as above.

This rule will now restrict the return of multiple items if all the items do not match the fulfillment location ID. 

Return Restriction Rule 1 Example.png

Return Restriction Rule #2 - Restrict exchanges for Collective items

This second rule restricts customers from being able to exchange items that were fulfilled from a collective location ID. To create this rule:

  1. Navigate to the Narvar Return & Exchange app.
  2. Click Settings > Return Policy > Eligibility Rules. 
  3. Click Create Return Restriction and complete the following:
    • Name the rule, then click Add Condition.
    • In the first drop-down, select Line item.
    • In the second drop-down, choose fulfillment location ID.
    • In the the third drop-down, select =.
    • In the final section, input the location_id.
      • Note: The location_id is the one found in the order payload in the “Identify Fulfillment Location ID” step described above.

Next, we need to add a second condition to the rule to ensure the rule is restricted to the specific location ID. To do this, click Add Condition and complete the following:

    • In the first drop-down, select Line item.
    • In the second drop-down, select is an exchange.
    • In the third drop-down, select is. 
    • In the final drop-down, select true. 

This rule will restrict a customer from being able to exchange any item with the specified fulfillment location ID.

Return Restriction Rule 2 Example.png

Return Method Rule

Next, configure a return method rule that indicates if an order is tagged with Shopify Collective, then the items should be returned by mail to the specified supplier warehouse. To create this rule:

  1. Navigate to the Narvar Return & Exchange app.
  2. Click Settings > Return Policy > Return Method Rules
  3. Click Create Return Method Rule and complete the following:
    • Name the rule, then click Add Condition.
    • In the first drop-down, select All line items in the return cart.
    • In the second drop-down, choose fulfillment location ID.
    • In the third drop-down, select =.
    • And in the final condition input the location_id.
      • Note: The location_id is the one found in the order payload in the “Identify Fulfillment Location ID” step described above.
  4. In the Eligible Return Methods section, select By mail.
    • In the By mail options select the return location that matches the Fulfillment Location ID. 
    • Choose the carrier and carrier service you wish to use for Shopify Collective returns, then click Create Rule.  

Return Method Rule Example.png

Refund Method Rule

Next, configure a refund method rule that only allows refunds to the original form of payment once the return is approved for the return of collective items. To create this rule:

  1. Navigate to the Narvar Return & Exchange app.
  2. Click Settings > Return Policy > Refunds. 
  3. Click Create Refund Method Rule and complete the following:
    • Name the rule, then click Add Condition.
    • In the first drop-down, select Any line item in the return cart. 
    • In the second drop-down, choose fulfillment location ID.
    • In the third drop-down, select =.
      • Note: If you have multiple fulfillment location IDs you can use contains instead of = and separate the IDs by comma+space for a single rule.
    • In the final condition input the location_id.
      • Note: The location_id is the one found in the order payload in the “Identify Fulfillment Location ID” step described above.
  4. In the Automate Original Payment Method section, select: Timing: Approved - When you mark the return as approved and update the subsequent settings to meet your brand's return policy. Leave all other automation settings disabled. This rule will now automate the customer's refund to their original payment method once the return has been marked as approved.

Refund Method Rule Example.png

FAQ

Does Narvar support partial refunds for Shopify Collective orders?

Yes, partial refunds are supported for Collective orders.

Does Narvar support multi-label returns for Shopify Collective orders?

Narvar can only support one label per return, so if a return contains multiple products bound for different destinations, the customer will need to initiate separate returns for each item.

Does Narvar support RMA editing for Shopify Collective orders?

RMA editing is not supported for these orders today.

 
 

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