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shopify sidekick returns exchanges

Set Up an Exchange Flow for Returns

Set up an exchange flow using linked draft orders, price-difference handling, order tagging, and a Shopify Flow automation for common cases.

📋 Prompt
Run in Sidekick
Help me create a smooth exchange flow for my Shopify store [STORE NAME] so customers can swap items instead of just getting refunds. I want to retain revenue through exchanges.


  Allow customers to request an exchange for a different [SIZE/COLOR/VARIANT] of the same product.
  Allow exchanges for a completely different product of equal or lesser value.
  If the new item costs more, charge the customer the difference of [PRICE DIFFERENCE HANDLING METHOD].
  If the new item costs less, issue the difference as [STORE CREDIT/REFUND].
  Create the exchange as a new draft order in Shopify linked to the original order [ORIGINAL ORDER NUMBER].
  Ship the replacement item immediately upon receiving the return, or wait until inspection – use [PREFERRED APPROACH].
  Auto-apply any original discount codes or promotions to the exchange order.
  Send the customer a confirmation email with details of the exchange and new tracking information.
  Tag both the original and exchange orders for easy cross-referencing.
  Track exchange rates by product and category to identify sizing or quality issues.
  Set up a Shopify Flow automation to handle the most common exchange scenarios without manual intervention.
  Provide the customer support team with scripts and steps for handling exchange requests via [SUPPORT CHANNEL].

How to Use

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions