Shopify Returns Management and Exchanges Setup

Need help with Shopify returns management because your team still handles too many returns by hand? We set up Shopify's own return rules or a returns app like Loop Returns, add exchange and store credit options, and connect returns to the systems your warehouse and finance team use.

Book a Discovery Call Our Work

16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

AS400

Returns and credit memos sent from STX's Shopify store to its AS400 ERP

We rebuilt STX's old export as scheduled Shopify jobs that write to its AS400 server. We can set up the same for your ERP or accounting system.

15 of 22

Klaviyo flows at Long Island Watch that broke on the move to Shopify

Before Long Island Watch went live on Shopify, we audited every Klaviyo flow and rebuilt the ones it still needed on Shopify triggers.

Loop Returns

A returns app set up on Fresh Pressed Olive Oil's new Shopify store

We configured the checkout side of Loop Returns for Fresh Pressed Olive Oil when its store moved to Shopify. We can set up the same for your return policy.

Store credit

Alto Bucks rewards issued as store credit on Alto Music's Shopify store

We set up the Rise.ai workflows for Alto Bucks and moved the old balances over as Shopify gift cards. We use the same store credit tools for return offers.

Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their support and solutions have been game changers for our business.

James McKenna, Senior Commerce and CX Manager, STX

What our Shopify returns management setup covers

Returns management is how a customer starts a return, what they are offered instead of a refund and where the item and the money go. Here is what the setup covers.

Shopify's return rules set up: return window, final sale items and return fees
A returns app such as Loop Returns installed if you need more than Shopify offers
Exchange and store credit offers shown before a refund, with bonus credit if you want it
Shopify's standard return reasons turned on, so customers give a reason when they start a return
Return events sent to Klaviyo for follow-up emails
Your return address and return location set up in Shopify or in the returns app

Compared on	Shopify returns setup partner	Shopify's own returns	A returns app on its own	A returns app with vendor onboarding
Who sets up the returns	Our developers set up your return rules and connections	You, in the Shopify admin	Your team, in the app	The app vendor guides your team
Returns in your ERP or 3PL	Returns and credit memos sent to your ERP or 3PL	Depends on your other Shopify apps	Through the app's integrations	Through the app's integrations
Training for your team	Your team trained on handling returns before go-live	Shopify help docs	Your team learns from the help docs	Your team learns from the vendor
Fixes after launch	Fixed by the same team that set it up	Shopify support	The app vendor's support	The app vendor's support
How you pay	Paid discovery, then an accurate estimate.	Free with Shopify	Billed by the app vendor	Billed by the app vendor

Shopify returns setup partner

Who sets up the returns Our developers set up your return rules and connections

Returns in your ERP or 3PL Returns and credit memos sent to your ERP or 3PL

Training for your team Your team trained on handling returns before go-live

Fixes after launch Fixed by the same team that set it up

How you pay Paid discovery, then an accurate estimate.

Compared with

Shopify's own returns

Who sets up the returns You, in the Shopify admin

Returns in your ERP or 3PL Depends on your other Shopify apps

Training for your team Shopify help docs

Fixes after launch Shopify support

How you pay Free with Shopify

A returns app on its own

Who sets up the returns Your team, in the app

Returns in your ERP or 3PL Through the app's integrations

Training for your team Your team learns from the help docs

Fixes after launch The app vendor's support

How you pay Billed by the app vendor

A returns app with vendor onboarding

Who sets up the returns The app vendor guides your team

Returns in your ERP or 3PL Through the app's integrations

Training for your team Your team learns from the vendor

Fixes after launch The app vendor's support

How you pay Billed by the app vendor

01

We start with Shopify's own returns before we suggest an app

Shopify lets you set the return window, final sale items and return fees in the admin, and customers can request a return from their account. If that covers your returns, you do not pay for another app. If you need exchanges into other products or several return destinations, we set up an app such as Loop Returns.

02

You talk directly to the people setting up your returns

The developers who configure your return rules and connections join your calls, and you can have a shared Slack channel with your dedicated team. Your account manager speaks up for you inside our team and is not billed to you.

03

We turn your return policy into rules customers can follow

We write your return policy into the setup as rules, so customers see what they can return and what it costs them before they start a return.

04

We send return events to Klaviyo

A customer who takes store credit and a customer who asks for a refund should not get the same email. We connect the return events to Klaviyo and create a follow-up flow for each outcome as part of your email marketing.

05

We set up where your returns go

If you send orders from more than one location or work with 3PL partners, we set up the return location in Shopify or in the returns app and test it before go-live.

06

Your team tests returns before go-live

Your team tries returns, exchanges, store credit and refunds themselves and reports any issues in BugHerd before you sign off. We fix what they report and test it again, so nothing goes live that your team has not tried.

Musical instruments

40%lower maintenance and operating costs after the move from Magento 2

Altobucksopen loyalty balances moved to Shopify on launch day

Alto MusicShopify

Read the case study

Specialty coffee

+35.8%active subscriptions, Q3 vs Q2 2026

+77.1%new subscriptions, same period

Dillanos Coffee RoastersShopify

Entertainment

Custom appcredit based checkout rebuilt in a custom Shopify app

+40%faster page loads than legacy Magento

Regal CinemasShopify

Read the case study

Musical Instruments

Alto Music

Alto Music, a longtime music retailer with loyal customers, collaborated with Shero to switch from Magento 2 to Shopify. They successfully maintained their popular Altobucks loyalty program while moving to a more user-friendly and cost-efficient platform. The transition ensured all loyalty benefits remained intact, and they achieved a 40% reduction in ongoing maintenance expenses.

Alto Music

Lacrosse and Hockey Gear

STX

Looking to scale alongside growing global markets and competitor consolidation, the premium American manufacturer of lacrosse, field hockey, and ice hockey equipment, partnered with Shero to migrate from Adobe Commerce (Magento) to Shopify, delivering a unified D2C and B2B experience, custom ERP integration, and a refined storefront that reflects the engineering quality of their products.

STX

Movie Theaters

Regal Cinemas

One of the largest cinema chains in the US, Regal Cinemas, partnered with Shero to migrate from Magento to Shopify, building a 100%Credit-based checkout logic replicated in a custom Shopify app, loyalty reward redemption, Vista Cloud integration, and automated corporate gifting workflows across two distinct eCommerce platforms. As a result, they achieved over 40% faster page load time.

Regal Cinemas

Premium Chocolates

Sarris Candies

Sarris Candies is a family-owned Pennsylvania chocolate maker known for personalized chocolate bars, custom cakes, and gift assortments. Having outgrown its custom .NET platform, the brand moved to Shopify Plus with Shero for a mobile-first storefront, custom personalization, and ordering options for gift buyers and bulk purchasers. With every high-traffic page manually redirected, organic search recovered and grew past pre-migration levels, with Core Web Vitals in the green from launch.

Sarris Candies

Set up right the first time

App problems usually come from a rushed install: missing data, theme conflicts and scripts that slow the store. We set it up, connect the data and check the speed.

Data connected
Customer, order and product data synced both ways with Shopify.
Theme ready
Widgets and blocks placed in your theme without breaking the layout.
Speed checked
Scripts reviewed so the app does not drag down Core Web Vitals.
Hand off
Your team trained on the settings that matter.

Setting up returns on your Shopify store?

Send us your return policy.

Plan my returns setup

01

Discovery
In recorded workshops we review your return policy, warehouses and the apps that need return data. You get the scope, acceptance criteria and our advice on Shopify's own returns or an app.
02

Mapping
We write down each return rule, exchange offer and return destination, plus who handles returns at the warehouse. You sign off on the mapping.
03

Set up
We set up the return rules or the returns app, add the returns link to your store and connect your other systems.
04

Testing and UAT
We test returns, exchanges, store credit and refunds for each rule. Your team tries them too, reports issues in BugHerd and signs off.
05

Go-live and support
We train your team to handle returns in the new setup, then switch it on. In the first weeks after launch, the same team fixes anything that comes up.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

01

When is Shopify's own returns setup enough, and when do we need a returns app?

02

How much does Shopify returns management setup cost?

03

How long does a Shopify returns setup take?

04

We already use a returns app. Do we have to switch?

05

What happens on the first call about our Shopify returns, and what should we bring?

06

What do we get after the first call about our returns setup?

What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Invisible Bead Extensions®

"Working with Shero Commerce on our migration from WordPress to Shopify was honestly such a pleasant experience. We’d been on WordPress for five years with tons of content and very specific styling, and moving all of it into one cohesive Shopify site was no small feat, this was a genuinely complex, highly technical migration. But they pulled it off on deadline with zero errors and zero issues. Their team showed up with everything we needed: a project manager, multiple developers, marketing leads, email specialists, and CRO experts, all coordinated through dedicated meetings and a real task management system. They also designed several high impact conversion pages so our digital presence didn’t just function better, it looked beautiful too. Since migrating, we’ve seen an increase in revenue thanks to having one simplified, cohesive platform. I’m so grateful for how seamlessly they executed this, and I’d recommend Shero Commerce to anyone facing a migration like ours."

Jasmine Hadjis

CEO, IBE / Invisible Bead Extensions®

Swag Golf

"We partnered with Shero for the SWAG site development. The dev was highly nuanced, specialized and complex. The Shero team went above and beyond. They were collaborative, organized and professional, consistently setting expectations clearly and usually exceeding them."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf

Camera Source

"The Shero team delivered exactly what they committed to for our Magento to Shopify migration project. They met the 3 month timeline, communicated clearly at every step, and the site has been stable since day one."

Chris Triplett

Owner / CEO - Camera Source / Camera Source

And you?

Let's build something great together.

Ready to scale your eCommerce business? Tell us about your project and we'll get back to you within 24 hours.

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Locations

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Shopify Returns Management and Exchanges Setup

What our Shopify returns management setup covers