The "Shopify Refunds and Restocks" feature in the eCommerce Hub's Shopify integration allows you to automatically sync refunds and restocks from your Shopify store with Unleashed, ensuring your inventory levels and financial records remain accurate across both platforms. When customers return items or receive refunds, this setting eliminates the need for manual data entry by automatically creating corresponding Credit Notes in Unleashed.
How Shopify Refunds and Restocks work
When you process a refund or restock in Shopify, the integration automatically creates a Free Credit in Unleashed with the Shopify return ID as the transaction number. This maintains consistency between your Shopify store and Unleashed's inventory.
Key benefits:
Eliminates duplicate data entry.
Maintains accurate stock levels.
Ensures financial records stay synchronized.
Reduces manual errors.
Prerequisites
Before enabling and using this feature, ensure you have:
Completed original orders: The original Shopify order must be complete in Unleashed before a restock or refund will import (Invoice completed and Shipment dispatched).
Matching base currency: Your chosen Credit Note customer must have the same base currency as your Unleashed account.
Refreshed your connection: Navigate to eCommerce Hub > Shopify > Configure, click the red "Refresh Connection" link, and re-enter your Shopify credentials if prompted.
Set up Shopify Refunds and Restocks
Before you can enable the "Shopify Restocks and Refunds" setting, create or select a customer in Unleashed that will be used for all Credit Notes imported from a Shopify Refund or Restock
Important: The customer's base currency must match your Unleashed account's base currency.
Go to eCommerce Hub > Shopify > Configure.
Scroll to "Shopify Restocks and Refunds" and toggle it on.
Select your preferred Free Credit Status:
Parked
Completed
Enter the customer code for your Free Credit Customer.
Click "Save Configuration".
Processing Refunds and Restocks
When enabled, Restocks and Refunds will import to Unleashed as Free Credits only when the refund has "Requested" or "Return In Progress" status.
🤓 Tip:
Refund with Restock
When you refund a Shopify order and check "Restock items", the following occurs:
A Free Credit is created in Unleashed for the refunded amount.
The "Return" field is ticked in the Credit's line and the items are added to Stock on Hand.
Stock values are redistributed using the weighted average cost when items are returned to inventory.
Refund without Restock
When you refund a Shopify order without restocking:
A Free Credit is created in Unleashed for the refunded amount.
The "Return" field is tnot icked in the Credit's line and there is no change to Stock on Hand.
Restock without Refund
Restocking items without issuing a refund will not create a Free Credit in Unleashed. A refund value greater than $0.00 is required for a Credit to be created from the integration.
Best Practices
Always complete the original Shopify order in Unleashed before processing refunds or restocks.
Regularly monitor your Connection Log for successful imports.
Add the original Shopify order number to the Free Credit's comment field for easy reference.
Ensure your Shopify connection stays up to date by refreshing it periodically.
This integration streamlines your refund and restock processes, helping you maintain accurate inventory records while reducing manual work and potential errors.