Returns and exchanges are manual, time-consuming, and error-prone when handled across email, spreadsheets, and multiple systems. Staff spend hours logging requests, looking up orders, calculating refunds, and updating inventory, with no real-time visibility into status.
Automation captures return requests automatically, validates eligibility, processes refunds, and syncs inventory in real time. The entire workflow runs without manual intervention for routine returns, freeing the team to handle exceptions and customer issues.
The full workflow, from trigger to completion.
A return or exchange request arrives via email or form submission. The automation detects the request and extracts customer and order details.
The automation looks up the order, confirms the customer and items, and retrieves the original transaction details and refund eligibility.
The automation calculates the refund based on order total, shipping, discounts, and any restocking fees, then logs the amount.
The automation initiates the refund using the original transaction ID and calculated amount.
The automation updates the inventory count to reflect the returned item in real time.
The automation sends a refund confirmation email to the customer with the refund amount and expected timeline.
The automation creates a complete record with customer, order, refund amount, and status for audit and reporting.
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