Exchanges

overview exchanges allow customers to return an item and receive a replacement instead of a refund or store credit refundid supports multiple exchange types and configurations, giving retailers flexibility over how exchanges are offered, processed, and fulfilled at a high level, exchanges can be configured to suit different operational models, from fully retailer managed workflows to more automated, customer friendly experiences refundid handles the customer journey and exchange logic, while retailers retain control over fulfilment, pricing, inventory, and approvals depending on the exchange type used exchange types refundid supports several exchange approaches, including variant exchanges customers swap for a different size or colour of the same product any item exchanges customers can exchange for any eligible item in your store, either on site or within the refundid portal standard exchanges a white label exchange flow managed by the retailer orders are dispatched at approval, inventory is held at lodgement, and no refundid risk is applied instant exchanges a faster exchange experience where a new order is placed at lodgement refundid assumes risk and liability, similar to instant refunds actionless (no op) exchanges refundid manages the customer experience only, with no backend actions taken ideal for custom or unsupported workflows key exchange concepts across all exchange types, refundid provides tools and controls for outbound shipping configuration , including custom and dynamic pricing return and outbound shipping charging upsell revenue , where customers pay the difference for higher value items matching or charging price differences when variant prices change inventory holding and availability , including multi location fulfilment refunds and cancellations , handled correctly based on where funds exist nested exchanges , where multiple exchanges occur before a final resolution clear reporting , ensuring shopify reconciles them correctly operational considerations exchanges differ from refunds and store credit because value is transferred rather than immediately refunded depending on the exchange type, this can involve draft orders new order creation shopify native exchange functionality manual or automated approvals different refund handling requirements processing exchanges through the refundid portal is essential to ensure funds, inventory, and reporting remain accurate what this section covers the exchanges documentation walks through how each exchange type works when to use each exchange model how to set up and configure exchanges how pricing, shipping, inventory, and refunds are handled operational edge cases and best practices this section is designed to give you both a high level understanding and the practical steps needed to confidently offer exchanges to your customers