Charge for Exchange Order Shipping Automation
Overview
Section titled “Overview”The Charge For Exchange Order Shipping automation lets you bill customers for shipping on their exchange orders. By default, exchange shipping is free for the customer. With this rule, you can charge in specific scenarios and add a markup to recover costs.
What You Can Expect
Section titled “What You Can Expect”With this automation, you can:
- Charge customers for exchange shipping only when it makes sense for your business.
- Offer free exchange shipping above an order value threshold.
- Set conditional rules based on claim details, customer information, products, or order attributes.
- Add a percentage or fixed markup on top of the shipping cost.
Features and Functionality
Section titled “Features and Functionality”How the Shipping Cost Is Determined
Section titled “How the Shipping Cost Is Determined”- The shipping cost is based on the prepaid label rate Corso quotes between the customer’s address and your return location.
- If no prepaid label can be quoted for the customer, for example because your return shipping policy only offers packing slips, no exchange shipping charge applies.
- The charge applies to return claims only, not warranty claims.
Rule Setup
Section titled “Rule Setup”- Navigate to Settings > Automations, click Create, and select Charge For Exchange Order Shipping.
- Name the rule (e.g., “Exchange Shipping Under $100”).
- Add conditions to define when the charge applies, such as:
- Resolution Method Any Of Exchange
- Claim Exchange Order Total Value (the value of the items being exchanged)
- Claim reason
- Customer tags
- Order or product information
- Save and enable the rule.
Always include a Resolution Method Any Of Exchange condition. Without it, the charge can also apply to returns that contain no exchange.
The Charge for Exchange Order Shipping template charges shipping when Claim Exchange Order Total Value is Less Than 100, which works as a free exchange shipping threshold. The template has no resolution method condition, and a claim with no exchange has an exchange total of 0, so as shipped it also charges shipping on refund-only and store-credit-only returns. Add Resolution Method Any Of Exchange before you enable it.
Only the first matching Charge For Exchange Order Shipping rule is used. Drag and drop rules to set priority.
Markup Options
Section titled “Markup Options”- Turn on Apply Additional Markup to add to the shipping cost:
- Percentage – adds a percentage of the shipping cost.
- Fixed Amount – adds a set amount (e.g., $10).
- If the toggle is off, customers are only charged the shipping cost.
Customer Experience
Section titled “Customer Experience”- The charge appears as Shipping in the Deductions section of the return summary, before the customer submits.
- It is subtracted from any refund or store credit on the same claim. If the customer owes a balance, they pay by card before submitting. This requires the Stripe integration. Balances under $0.50 are waived.
- On exchange-only claims, the charge is only applied when the Stripe integration is connected.
Admin Experience
Section titled “Admin Experience”The exchange shipping charge appears in the Money & Fees section of the claim summary. You can adjust it in Edit Fees under Exchange Order Shipping Amount. Edit Fees is available on claims that include a refund or store credit item, or a claim fee, until the claim is completed.
Implementation
Section titled “Implementation”To set up a Charge For Exchange Order Shipping rule:
- Go to Settings > Automations.
- Click Create and select Charge For Exchange Order Shipping, or start from the template.
- Add conditions, including Resolution Method Any Of Exchange.
- Turn on Apply Additional Markup if desired and choose percentage or fixed amount.
- Save and enable the rule.
- Test by submitting an exchange to confirm the correct charge applies.