024237: Changes to Shopify Refunds

1.    Overview

KCSL have added a warning message when refunding Shopify payments to warn users that Shopify does not issue part exchanges, and will refund the full amount.

 

2.    Specification

Requirement from the development:

For Khaos Control to provide a message to the user if there is an exchange included in the refund to mention that the full amount will be refunded rather than the amount outstanding.


Changes that KCSL will be making:

Creating new detection code that will check if it's a Shopify Refund.

If it's a Shopify Refund and an issued Exchange, the system will show a warning to the user stating that the refund to Shopify will be for the full amount.


3.    Configuration

An updated application and changelog will be provided with this functionality. No further configuration is required.


4.    Usage

After applying the above Configuration, typical steps for usage would include:

  1. Create an exchange from a Shopify sales order as usual.
  2. Exchange some but not all of the items on the Sales Order, such that there would still be credit left to refund to the customer.
  3. Issue the credit note.
  4. Apply the credit to the exchange.
  5. Go to the Exchange and issue it through SIM.
  6. Go back to the refund and to refund/issue.
  7. Choose which bank and how much to credit as usual.
  8. A new warning message will appear noting that this is a Shopify refund which is associated with an exchange.
    1. Click ‘yes’ to this message if you wish to continue anyway and refund the full value of the items on the return.
    2. Click ‘no’ to this message to not proceed with the refund.

 

Fig. 1.0. – the warning message that has been introduced to Shopify refunds.

 

 

NOTE: this warning message will show when the associated Sales Order has had any returns that included an exchange. This means that you may receive the warning on a return that does not have an exchange, as previous returns on that SO had an exchange.


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