Basic Guide To Return Policy
Managing return policies effectively is crucial for maintaining customer satisfaction and ensuring smooth return processes. In this guide, we'll take you through the step-by-step process of creating and managing return policies within the UpStart Commerce Portal. From creating new return policies to editing existing ones, we'll cover everything you need to know to optimize your return policies. Here's how you can access, create, and edit return policies.
Upon logging in, navigate to the side menu of the UpStart Commerce Portal and click on Return Policy. Here, you can easily create a new return policy or choose from the list of existing ones to view and update as needed.
Initiate the return policy creation process by clicking on the + icon at the top-right in the Return Policy List section.
Once you've initiated the return policy creation process, provide essential details for your return policy, including:
- Associate to Website: Associate the return policy with your existing sites using the dropdown menu. This ensures the policy is linked with all the relevant sites.
- Policy Name: A uniquedescriptive name for the return policy, helping to identify it easily within the system.
- Cart Message: Compose the customized cart message with suitable placeholders whichis displayed when the customer's cart does not qualify for the return. This message is populated on the front end using the returnPolicyQualifications object in the response from the Get Cart API. This field provides the necessary details on the return policy conditions that apply to the items in the customer's cart. The client-side application processes the data in the returnPolicyQualificationsobject to accurately display the cart message, informing customers about the specific return conditions for their cart items.
For more detailed information, please refer to the Get Consumer's Cart API documentation. Specifically, look at the returnPolicyQualifications field in the response structure, which provides the relevant data regarding the return policy conditions associated with the cart.
- Email Message: Compose the customized email message with suitable placeholders. The email message is also displayed on the cart level when the cart qualifies for the return. It is also populated on the front end using the returnPolicyQualifications object in the response from the Get Cart API.
- Activation Date: The date when the return policy becomes active.
- Deactivation Date: The date when the return policy will no longer be active.
Create a Return Policy Group, by clicking on the Add Group button in the Return Policy Groups section.
Once you've initiated the return policy group creation process, provide the following essential details to categorize return conditions:
- Group Info: Include the group name, identifying the specific return policy group.
- Trigger Group: Set triggers based on product or SKU. Select an option and then choose the catalog item.
- Product: Selecting a product automatically includes all its variants (SKUs). Adding any of these to the cart will notify customers to add qualifying items for return policy eligibility.
- SKU: Choose a specific variant from a product. Adding this SKU to the cart will prompt customers to add a qualifying item to become eligible for the return policy.
- Qualify Group: Set qualifications based on product or SKU. Select an option and then choose the catalog item.
- Product: Selecting a product includes all its variants. Any variant added to the cart will qualify the customer for the return policy.
- SKU: Choose a specific variant. Only this SKU needs to be in the cart for the customer to qualify for the return policy.
Once all details are filled out, click the Add button to finalize the creation process for the return policy groups. Moreover, once the return policy groups have been created, click the Create button on the main Return Policy Details page to finalize the creation of the new return policy.
Upon logging in, navigate to the side menu of the UpStart Commerce Portal and click on Return Policy. You can now choose a return policy from the list of existing ones and edit it by clicking the Edit icon. Moreover, you can view the archived policies by clicking the Archive icon.
Update any necessary details, such as associating the return policy with a new site, modifying the policy name, updating the email and cart messages, or creating or updating the return policy groups.
Once you've made your changes, click the Save button to save your updates.