Tips to process refunds
At Bigblue, we provide you with many tools to ease your refund process.
- [Shopify] We create a return on Shopify, update its status, and also push order tags
- You can filter orders returned in the Bigblue app
- Bigblue notifications via email, browser or Slack
[Shopify] We create a return on Shopify, update its status, and also push order tags
We push data to Shopify via
- A/ the return object on an order
- B/ tags when an order is reviewed at the warehouse.
| Status in Bigblue | 🛍️ Status in Shopify | 🛍️ Tags on the Shopify order |
|---|---|---|
Returning |
In progress
|
No tags yet |
*with refund or unspecified refund method |
In progress
Note: the return is not closed by Bigblue because Shopify recommends closing only returns that have been refunded or handled. |
🏷️ Tags added
|
*with store credit |
Closed
|
🏷️ Tags added
|
A/ Shopify returns
- When the return is created on the return portal, we create a return on Shopify
- When a return is controlled at the warehouse, the Shopify return status is also updated and the warehouse control result is added to the return.
Don't see return updates on Shopify?
Make sure you have granted the latest app permissions in your Shop settings.
B/ Tags
These tags will allow you to create order views in Shopify to find all the orders you need to refund.
List of the tags pushed
Returned- Return source tag
Customer returnCreated via the portal by the buyerMerchant returnCreated by the merchant from the merchant appCarrier returnParcel returned by carrier (not yet implemented)
- Refund method tag
RefundStore credit
- Warning tags — if one or more items are concerned
Damaged itemMissing itemUnannounced item
Advice
To view all the returns pending refund, create a view for all orders with a tag Returned , not tagged with Store credit and whose payment status is not Refunded or Partially refunded.
To view pending returns, create a view for all orders with a return status Return in progress and not tagged with Returned
View returns in the Bigblue app
You can see the Returning and Returned orders in the Return view on the Bigblue app.
You can also export all returns via CSV.
Tips
- Filter Customer and/or Carrier returns
- Use the order status to filter returns controlled at the warehouse (status =
Returned)
📢 We'll soon modify this view even more. We're looking for beta testers willing to improve the refund process. Contact our support team saying you want to be enrolled.
Use Slack or Email Notifications
You can also use the email, browser, or Slack notifications to identify the orders you need to refund.
Need a refresher on the return statuses? Read this article