Seamless Refund Order Management and Loop Return Integration with Shopify Made Easy For An Ecommerce Firm
About Company
Munchkin Inc. is a thriving e-commerce company specializing in baby and toddler products. Founded in Los Angeles, California in 1990, Munchkin has seen remarkable growth, expanding to operate in six offices across the globe.
With over 320 patents and 270 design and product awards, Munchkin manufactures innovative baby products and accessories that users love.
Challenges faced by the client
- Munchkin runs a successful online store that is built on Shopify and they rely on Salesforce for its customer relationship management and order processing needs. They also leverage the loop return platform for managing their returns and exchanges.
While managing these platforms together, the company faced several challenges as below
- Efficiently managing refund orders within their Salesforce platform
- Syncing Refunds with Reduction Orders
- Managing and Tracking Return Orders in Salesforce
- Handling Shipping Information
Solutions Offered
When approached for the solutions, developers at HIC Global Solutions implemented their in-house Shopify Salesforce connector app, Shopify Made Easy, to address their concerns. They further customized the application to adjust the sync ability of order refunds, returns, and shipping in Salesforce.
- First, the developers at HIC Global Solutions created a refund package in Shopify Made Easy that would map fields for Transactions, Order Adjustments, and Refund Lines.
- They created three custom objects related to the Refund object: Order Adjustment, Transaction, and Refund Lines enabling better tracking and clarity. Specific fields, such as “Total Tax” and “Total Tax Set Amount,” were displayed for easy access providing a cohesive view of tax-related data.
- To address this issue of field Labeling in the Shipping Line Object, the developers edited the field labels in the Shipping Line object to insert accurate shipping information. They utilized default fields created in the package to store shipping-related data effectively, to ensure accurate information was readily available.
- Further, The developers implemented the “If” condition in the Opportunity Trigger to automatically sync refunds with reduction orders when the Order checkbox in the Configuration object was set to false.
- Lastly, they implemented the Loop Return integration by utilizing a custom return object and webhooks for synchronization ensuring efficient tracking of return orders and data synchronization between systems.
Top Takeaways from the Project
- Streamlined management of refund orders and clear visibility of related data
- Easy access to shipping information within Salesforce.
- Efficient management of refund and return data with organized custom objects.
- Seamless integration of Loop Return functionality.
Key Takeaways
Structured process for tracking return orders.
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Accuracy in shipping information
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Improved visibility of refund orders in Salesforce
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