Standard

overview standard exchanges are the white label version of exchanges and are fully managed by the retailer from a processing and dispatch perspective refundid facilitates the customer experience and exchange logic, but the retailer remains responsible for approving, dispatching, and managing the exchanged items unlike instant exchanges, standard exchanges do not place a new order at lodgement exchange orders are only dispatched once the exchange has been approved by the retailer how standard exchanges work when a customer lodges a standard exchange, inventory for the selected item is held at lodgement to support a complete end to end exchange experience the way this is done will be determined by the type of exchange functionality that is set up refundid facilitates the exchange journey and creates the exchange order logic, including collecting any upsell revenue if the exchanged item is of higher value once the retailer approves the exchange, the new item is dispatched refundid does not take on any risk or liability for standard exchanges the entire process is managed by the retailer upsell revenue is paid out to you at the time of approval key differences from instant exchanges orders are dispatched at approval , not at lodgement refundid does not assume any risk or liability inventory is held during the exchange process no payment method is attached to the new order types of standard exchanges there are two ways standard exchanges can be created in shopify, depending on how the retailer prefers to manage orders new order exchange a brand new order is created in shopify for the exchanged items this order does not have a payment method attached but will still be included in shopify reporting for revenue and fulfillment purposes same order exchange the exchange is processed using shopify’s native exchange functionality this keeps the exchanged items associated with the original order rather than creating a new one upsell revenue can either be charged via shopify invoices or externally using refundid's chagring experience within the returns flow additional notes customers can exchange for any eligible item, depending on whether variant exchange or any item exchange is enabled standard exchanges support upsell revenue where applicable reporting will still reflect the exchanged items in shopify, even though no payment method is attached to the new order