Shopify is currently in Beta testing.
If you are interested in more information about Ascend and Shopify Integration, please contact the Ascend Business Development Team, sales@ascendrms.com.
At this time, the logic is not built into Ascend to process Shopify Returns automatically. You will have to process the return through Ascend and through your Shopify Admin to issue a remote refund for returned items.
Note: If items are returned to your store and customer is present with their credit card, you can process the return as normal.
- Create a return using either the Return button on the transaction toolbar or the Return icon on the Desktop. Article: Sales - Create a Return
- On the Previous Sales Item dialog box, scan or enter the original transaction’s barcode.
- Select the items being returned and click the Add button.
- A prompt to give a refund to the original customer appears. Select Yes. If you select No, you will need to attach a different customer to the transaction.
- Once a customer is selected, the transaction screen opens.
- If you used the Previous Sales Items window, the original price is automatically applied to the product, and the product has a negative quantity.
- If you did not scan the original receipt, you will need to add the product(s) being returned to the sale. Scan the product into the sale. Ascend automatically gives the item(s) a negative quantity.
- The price that appears, though, may not be totally accurate for your customer. Ascend fills in the lowest price - including On Sale prices - the product was ever sold for, to avoid fraud. You can update the price if needed.
- Once product(s) are attached to the Return, you'll notice that the Balance shows up in parentheses, indicating a negative balance, such as (49.99). This means that money is 'leaving' your store and being given back to the customer.
- Select the eCommerce payment and specific Card Type from the dropdown.
- Note: If the customer is present, you can refund the customer through the appropriate payment.
- Click Save.
Remote Refund
If you need to issue a remote refund (customer/card not present for the return) you will also need to create the return in Shopify and issue the customer's refund.
Additional Resources
Shopify Help: Creating and processing returns and exchanges.