How to enable exchanges in the return portal

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Introduction

This guide shows how to enable and configure product exchanges in the return portal in TRAEDE. With exchanges activated, customers can return products and choose a replacement - either the same item, a different size, or another product entirely. This guide walks you through enabling the feature and configuring your preferred exchange settings.

Navigate to return portal settings

  1. From the TRAEDE home screen, go to Settings

  2. Select Returns > Return portals

  3. Choose the return portal you want to update

  4. Click Edit

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Add a new refund method for exchanges

  1. Scroll to the Refund methods section

  2. Click Add new refund method

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  1. Enter a Description - e.g., Exchange

  2. Set the Max days after shipping – this is the number of days after the order was shipped that a customer is allowed to request an exchange (e.g., 30)


Choose refund method type and exchange options

  1. Under Refund method, select Exchange

  2. You’ll now see Exchange options – choose one of the following based on your policy:

  • Can exchange to same or other products 

  • Can only exchange to other variants of same product

  • Can only exchange different size variant of same product

  • Can only exchange to new of same variant

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Note:

  • Customers can only exchange to a product that costs less than or equal to the original product

  • If the setting Allow same product exchange for higher value is enabled, customers may exchange for the exact same product, even if it costs more

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Configure when to reopen order and reserve exchange item

After enabling exchanges, choose when the exchange item should be reserved in TRAEDE. This impacts when the item is added back to the original order:

  • When return is approved

    • Item is added and reserved immediately after return approval (Not shipped before returned item is received - Only reserved)

    • Ideal for automatic exchanges (e.g., size swaps) - Especially if you have limited stock.

  • When return is received

    • Item is added only once you have received the returned item

    • There’s a risk of running out of stock and having to issue a refund to the customer.

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