Configure your Auto-restock Products setting that best fits your business while optimizing inventory management and refund processing.
How to Access the Return Policy
On your Return Manager, visit Return Settings.
- Click the Return Policy tab.
- There, you will be presented with the Auto-restock Products setting.
Use the toggle switch to either enable or disable this setting.
Keep this on to select “Restock Items” by default when processing a refund.
With Auto-restock Authorization enabled, the "Restock Item" checkbox will automatically be checked for each RMA in the Manage Returns Dashboard.
This will automatically increase the item's product/variant stock by the number of units being returned in merchants' stores upon a return.
Restocking methods, inventory adjustment, and processing a refund
- When Returnly is being used as the sole restocking method.
- When the RMA (Return Merchandize Authorization) is refunded, the product will be restocked within the merchant’s e-commerce platform.
- If the merchant’s warehouse is restocking, disable this setting in Returnly to avoid double restocking.
Auto-restocking happens if auto-settlement is enabled.
Auto-settle will settle automatically those RMAs that fulfil specific merchant settings. When the restocking setting is enabled, all items from RMAs settled automatically will be restocked when the auto-settle is processed.
RMAs with multiple items of the same product/variant would result in the variant stock to be increased by the number of units that have been returned.
Auto-restock products setting correlates with inventory being adjusted on Shopify.
- If merchants manually process a refund, they would be able to toggle this setting on or off to suit their business needs.
So, if a Refunds API call was made/triggered for a given RMA, the corresponding restock attribute (true/false) could trigger the inventory adjustment, where applicable.
Effectively assigning Shopify warehouse locations to warehouses in Returnly would optimize inventory management and tracking.
Settling an RMA: Refunds API, auto-restock setting, manual refunds, external process/system
- Without usage of our Refunds API, restocking would be triggered based on action in the dashboard or auto-restocking upon auto-settlement.
- If neither of the above, restocking could be being managed using an external process/system.
External system: An online inventory and order management software will sync inventory adjustments from Shopify. Thus, restocking via Shopify should flow back to the online inventory and order management software.
In an API integration Refund scenario, the restock value configured on the API request would always override the Auto-restock Returns Policy.
If merchants are settling an RMA manually or via our Refunds API, they can always opt to restock (or not) at the product level.
Note: We currently do not support Reason-for-return-driven conditional restocking.
- The setting would be applied globally - with the option of manually checking/unchecking the "Restock Item" checkbox.
RMA Status: Delivered & Defective items
The Restock Item checkbox is only reflected for Delivered RMAs.
We currently do not present this option for a Damaged, Defective, etc. reason.
If the item is removed by our editing functionality (Manage Returns, RMA Details Page), that would also prevent the customer from being refunded for it.
It's not uncommon for product noted as defective by a customer to be reviewed upon receipt, post-delivery. In these instances, merchants could manually manage restocking behavior, while retaining the Auto-Restock Products setting as on.
When the restocking setting is enabled:
- For multi-warehouse locations, merchants would need to ensure that each Shopify location is assigned to the correct warehouse in Returnly as that location would be the one where restocking occurs.
- When the RMA reaches the "Delivered" status, all items from the RMA will have the "Restock Item" checkbox marked by default.
- Items are restocked to the Shopify location linked to a Returnly location (previously labeled as "Return to address") in Your Account > Addresses > Locations.
- That Shopify location must always be kept Active; failure to do so will result in refunds not being issued, restocking would not happen, and inventory would be added to a non-active location.
Auto-restock Products & Settling a Refund
- If auto-restock is enabled in the Return Settings tab, it will apply for both auto-settled RMAs and manually settled RMAs.
- If auto-restock is disabled when an RMA is automatically settled, it will not be restocked.
- But if an RMA is manually settled/refunded, you can manually select the Restock Item checkbox on the item(s) in the RMA.