Dynamics 365 Business Central: Ecommerce - Process Shopify order changes, exchanges, and refunds

<h2>Business Value</h2> <p>Keep edited and exchanged Shopify orders aligned when you create sales documents and process refunds.</p> <h2>Details</h2> <p>When a Shopify return includes a replacement item, the connector imports the returned item and the exchange item together and adds them to a sales credit memo or sales return order. You can keep both items on the same document or move the exchange item to a new sales document.</p> <h3>Example: Process an exchange</h3> <p>A customer orders, pays for, and receives an item. You import and process the Shopify order in Business Central, where it becomes a posted sales invoice. Later, the customer decides that the item doesn't fit and returns it in exchange for a replacement item.</p> <p>The connector imports the updated Shopify order and its linked refund. When you choose <strong>Create Sales Document</strong>, the connector creates the document type selected in <strong>Process Returns as</strong>: a sales credit memo or sales return order. The returned item has a positive quantity on the new document, and the exchange item has a negative quantity.</p> <p>You can post the document with both lines, or you can keep the returned item on the credit memo or return order and move the exchange item to a separate sales document. To split the lines before posting:</p> <ol> <li>If the credit memo or return order has the <strong>Released</strong> status, choose <strong>Reopen</strong>.</li> <li>Choose <strong>Move Negative Lines</strong>. From a sales credit memo, this action creates a sales invoice by default. From a sales return order, it creates a sales order by default.</li> </ol> <p>The new invoice or order for the replacement remains linked to the originating Shopify order and appears in the <strong>Linked Documents</strong> FactBox.</p> <p>For exchanges where the replacement costs more, the connector doesn't add an unnecessary balancing refund-account G/L line. A G/L line can still be added for cash rounding.</p>