Refund tagging

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Refund tagging

nworld
Visitor
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Hi - What is the best way to denote if a refund is a cancellation, appeasement, and/or replacement? Is it through tagging? 

 

If yes, is there an option to require a tag in order to process refund? Thank you!

Accepted Solution (1)

JoesIdeas
Shopify Partner
2419 224 645

This is an accepted solution.

The best way is whatever works best for you and your staff.

 

I like tag because then you can search for it later and organize all orders with the same tag.

 

You can also add a note in the order timeline, that could be good to give additional details in case someone else reviews the order later or wants to gather information.

 

There's not an option to require a tag in order to process a refund. If someone has access to process a refund, they can just do it.

• Creator of Order Automator [auto tag, fulfill, connect FBA, order jobs]
• Co-Creator of Product Automator [suite of features for products / collections]
• Shopify developer for 10+ years, store owner for 7 years
• Blog: Shopify Tips, Guides, and Automation Tools

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Reply 1 (1)

JoesIdeas
Shopify Partner
2419 224 645

This is an accepted solution.

The best way is whatever works best for you and your staff.

 

I like tag because then you can search for it later and organize all orders with the same tag.

 

You can also add a note in the order timeline, that could be good to give additional details in case someone else reviews the order later or wants to gather information.

 

There's not an option to require a tag in order to process a refund. If someone has access to process a refund, they can just do it.

• Creator of Order Automator [auto tag, fulfill, connect FBA, order jobs]
• Co-Creator of Product Automator [suite of features for products / collections]
• Shopify developer for 10+ years, store owner for 7 years
• Blog: Shopify Tips, Guides, and Automation Tools