Standard Exchanges (New Order)

overview this document explains how standard exchanges are created for shopify retailers and how they are recorded in shopify for reporting and operational visibility standard exchanges create a new exchange order in shopify while ensuring the original order is adjusted in a way that prevents sales from being double counted in reporting how standard exchange orders are created when a standard exchange is processed, refundid creates a new order in shopify the exchange order is created with a full item amount that reflects the value of the items the customer is receiving this exchange order will appear in shopify as a normal order and will contribute to shopify sales analytics at a glance, this may look like additional revenue has been generated, however shopify reporting is balanced through the original order adjustments how the original order is adjusted to prevent exchanges from doubling sales the original order will have a $0 refund attached to the returned items this marks the returned items as refunded in shopify reporting without issuing funds back to the customer in shopify analytics, the returned items are treated as reversed on the original order, which offsets the value of the new exchange order this ensures reporting reflects the true net outcome of the exchange reporting outcome in shopify when both parts are considered together the new exchange order records the replacement items as sales the original order records the returned items as refunded (via a $0 refund) shopify reporting should net out correctly and not double up on sales this approach ensures shopify can accurately reflect any net profit or net loss that results from the exchange viewing exchange reporting this data can be reviewed using standard shopify reporting a custom shopify report shopify analytics not lining up in the instance shopify analytics is not lining up, you can create a custom report using the query below which will accurately record the exchanges as reversals from sales show net sales, total shipping charges, returns where line item id != '0' and order fulfillment status = 'fulfilled' during last week order by net sales desc visualize net sales