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.

Using a returns app like Loop Returns & Exchanges

The steps above use Shopify's own return and exchange flow. If you use a third-party returns app such as Loop Returns & Exchanges, bundles behave a little differently. Simple Bundles doesn't have a direct integration with Loop yet, so this section explains what to expect and how to handle the common cases.

Looking for Loop Subscriptions? See How to create bundles with a subscription plan like Recharge, Seal, and Appstle in Simple Bundles 2.0.

Why bundles arrive as a single line on Loop exchange orders

On a normal checkout, Shopify breaks each bundle into its individual products before the order is created. Loop creates exchange orders and edits existing orders, directly in Shopify without going through checkout. When a bundle is the replacement item, it lands on the order as one line.

When this happens, Simple Bundles edits the order and adds the bundle's products underneath it at $0. The price stays on the bundle line, so the order total is correct and your warehouse has the individual items to pick. Each time the app does this, you'll receive a "Bundles didn't break down into individual SKUs" email. That email is expected for Loop orders.

What to check on Loop orders

1. Duplicate items after repeat edits. If Loop removes a bundle and then adds the same bundle back, Simple Bundles treats it as a new bundle and adds a second set of products. To spot these, create a saved order view in Shopify filtered to orders tagged both Edited by Loop and Simple Bundles - Bundle Order. If an order shows two sets of $0 items under one bundle, remove the extra set with Edit order before it ships.
2. Bundles where the customer picks options. For Infinite Options and Build Your Own Bundle products (for example, a set where the customer chooses shades or flavors), Loop adds the bundle without the customer's choices. Simple Bundles have nothing to add underneath, so the bundle stays as a single line. We recommend asking Loop support to exclude these bundles as replacement items, so customers exchange into the single product instead. Until then, add the correct products to these orders with Edit order before they ship.
3. A bundle on the order with no products under it. Open the order and use More actions > Break down bundles in order. See Using the "Break Down Bundles in Order".
4. Orders that can't be edited. Some orders created by apps can't be edited by Shopify. To make sure your warehouse still receives the bundle's products, turn on the associated order fallback in Simple Bundles > Settings > Advanced Settings > Cart Transform and Order Editing Fallbacks. See Handling orders that cannot be edited by Shopify.

It can also help to ask Loop whether their bundle handling can read Shopify's native bundle grouping on the order. Orders from Simple Bundles already include it.

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