Automating workflow with policy rules

Edited

Automating your returns workflow with policy rules can significantly streamline your returns management process. By setting up policy rules, you can automatically apply specific conditions and actions to return requests, ensuring that your returns are handled efficiently and in line with your return policies. This not only saves time but also reduces the likelihood of errors and inconsistencies in your returns process.


Setting up policy rules

To help you get started, we offer a set of default policy rules designed to address common scenarios. You can find this in your PostCo dashboard under Policy Rules tab.

Make specific products ineligible for return

You can automatically flag certain products as non-returnable, ensuring that customers are informed during the return process and reducing the need for manual intervention.

In the example below (ineligible product tags), product tagged as "sale", "SALE", or "clearance"in Shopify are not entitled for a return.

Tagging products in Shopify

Each product in Shopify can be labeled with a specific tag. This tag can then be applied to the policy rules in PostCo. Below is an example on how you can locate the product tag.

Note: When applying product tags from Shopify to policy rules in PostCo, the field is case-sensitive.

What your customers would see

  1. When a product is eligible for a return - Customers will be able to select an item and proceed with the return request after inputting their order number and email address.

  2. When a product is tagged as "SALE" in Shopify, making it ineligible for a return - Customers will be prompted with a non-returnable message after inputting their order number and email address.


Charge shipping fee based on return reasons

You can automatically assign the responsibility of paying for shipping fees to the customers depending on the reason selected for the return.

In the example below, if the customer is returning an item because it was damaged or incorrect, the shipping fee is covered by the brand (you). Conversely, if the customer is returning the item due to any other reasons, the shipping fee is then assigned to the customer.

What your customers would see

  1. When free return shipping is available

  2. When free return shipping is not available

Unlimited policy rules is available as an add-on for Basic, inclusive for Pro plan and above. Our policy templates cover all the common practices used by our brands. Feel free to explore them here.