How to process a refund, restock, return, or exchange for bundle items

Easily refund, restock, return, and exchange bundle items in customer orders.

How to refund and restock bundle items

If you would like to refund specific or all items in a bundle, follow the steps below:

1. Navigate to the order with the bundle.
2. Click on Refund in the top right corner.
3. Add the quantity of each item in the bundle to be refunded. If no price is associated with the bundle item price, add the exact amount of the bundle item value to refund the customer. If all bundle items are being refunded, use the total bundle price in this field. If you have any restocking fees associated with refunds, make sure to deduct that amount from the refund amount for your customer.

4. Shopify's refund form includes a Restock items option, which is on by default, so in most cases the bundle items will automatically be restocked and the inventory quantity synced as part of processing the refund. If you don't want the items restocked (for example, damaged returns), uncheck this option before submitting the refund.

How to create a return for an order

Customers can create a return on an order if it has at least one fulfilled line item that hasn't already been refunded (in which case, proceed with refund and restock instead).

Customers can also return a single item from within a bundle. To process this:

1. Go to the order with the bundle.
2. Click Return items in the top right corner.
3. Choose the line item you want to return, whether that's the full bundle or a single item from within it. Then choose the reason for the return.
4. Add a tracking number and click Create Return.

How to process an exchange for a bundle or bundle items

If a customer is requesting an exchange, Simple Bundles supports this using Shopify's native return and exchange flow.

• Simple Bundles will only trigger an exchange once the return is marked as closed in Shopify.
• If you skip the "Process return" step, no order edit will occur.
• This flow applies whether the entire bundle or just one item from the bundle is being exchanged.

To process an exchange:

1. Go to the order with the bundle item and click Process return. This closes the return, and only after this step will Simple Bundles trigger the exchange.

2. Once processed, you'll see:
   • The exchanged bundle is re-added to the order.
   • It is automatically broken down into its components through an order edit.
   • You can now fulfill the new items included in the exchange.

You can confirm this went through correctly by checking the order's timeline history in Shopify, which will show the return, the closure, and the resulting order edit.

Please reach out to us if you have any questions. We're always happy to help!