How to Cancel & Refund a Shopify order from Extensiv Integration Manager
Extensiv Integration Manager has implemented the ability to cancel/refund an order (or a partial order) that has loaded into Integration Manager from a Shopify cart.
If you need to cancel/refund an order from Shopify:
- Check to see if the order has been downloaded by Integration Manager. If it has not downloaded to Integration Manager, cancel the order in your Shopify store.
If the order has been downloaded by Integration Manager, check the status of the order (in Integration Manager) for instructions on how to proceed:
Status Meaning Action New The order has been downloaded by Integration Manager, but has NOT been sent to the WMS Cancel/refund the order in Integration Manager At WMS The order has been sent to the WMS You MUST cancel the order in the WMS system to ensure it does not ship. The cancellation only works between Integration Manager and Shopify. It will not send a cancellation request to the WMS. If you use a 3PL fulfillment center, you must check with them to ensure they are able to cancel the order. If you are able to cancel the order in the WMS system, you can then cancel/refund the order within Integration Manager. Shipped The order has already been shipped The order has shipped and no cancellation is possible. Confirmed The order has shipped and tracking has been posted to Shopify already The order has shipped and no cancellation is possible. - To cancel/refund the order, find the order under the Orders tab, click on the order, and from the Actions menu, select "To Cart" and "Cancel/Refund in Cart"
- Enter a refund note (optional), select whether the shipping charge should be fully or partially refunded, select whether to cancel the entire order or to cancel part of the order (if cancelling part of the order, enter the qty of each product that should be cancelled), and click Confirm.
Related Articles
Shopify Products say: Unavailable on Extensiv Integration Manager
Problem On the Product list of your Shopify account, some or all products have the phrase "Unavailable on Extensiv Integration Manager" under the product name. Solution This is caused when someone or some Shopify app removes products from the ...Shopify Filter Order Rules
Extensiv Integration Manager supports using order tags and customer tags to filter which orders should or should not be loaded into the WMS. Under your Shopify cart settings in Integration Manager (Carts tab > Shopify > Edit Setup), in the "Filter ...Shopify Payment Status Info
Extensiv Integration Manager filters on Financial Status (aka Payment Status) when importing orders. This is done to ensure that unpaid or refunded orders are not accidentally loaded and then shipped to the customer. By default, Integration Manager ...Shopify Integration Overview
Supported Plans This integration works with all Shopify plans including the Lite and POS versions. Supported Functions Order Download Inventory Sync Shipment Confirmation - Detailed Order Cancel Download Order Cancel Upload Workflow Extensiv ...Shopify Settings
This page covers the various options that can be set in Extensiv Integration Manager and in your Shopify account. Integration Manager Settings Setting Description Default Options Order Status Only pull orders with the selected Order Status. (This ...