> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help-shopify.17track.net/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Workflow for Automated Returns Processing

# Overview
 
**The automated returns process greatly improves efficiency, reduces labor costs, minimizes error rates, enhances response speed, and strengthens process visibility and traceability, making standardized management easier.**


# So, how can automated returns be configured?

### Chapter 1: How to Set Up Auto-Approval for Return Requests?

**Step 1: Edit the 'Auto-Approve Return Request' Template.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-194_mz2uyt.png)
**Step 2: Edit conditions.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-195_1vtujwg.png)
**Step 3: 'Add Action' is the final execution node of the workflow. You must add an action at the end of the condition settings for the automation to be triggered accordingly; otherwise, it will not take effect.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-196_1sb56ic.png)
**Step 4: The changes will only take effect after saving and enabling the workflow.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-197_1cazb64.png)
**Step 5: The toggle switch can be enabled after editing the template.(*If the switch is enabled without editing the template, the automation will be triggered based on default conditions.)***
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-198_dfncgu.png)
**This operation only applies to return requests that both meet the auto-approval conditions and have the automation switch enabled.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-199_10kne8s.png)
**The icon for auto-approved returns is different from the icon for manually approved returns.(Both examples below show auto-approved returns.)Return requests that do not meet the conditions will not be auto-approved.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-200_c30mzf.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-201_wynn2t.png)
### Chapter 2: How to Set Up 'Auto-Refund'? (The method is the same as in Chapter 1)

### Chapter 3: How to Set Up 'Automatically Mark as Item Received'?

**Step 1: Enable the toggle switch.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-202_pdzkc6.png)
**Step 2: When the return shipment status is 'Delivered' the system will automatically mark the item as received.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-203_7egegd.png)
**The icon for automatically marked as received is different from the manually marked one, as shown in the screenshot below.**
**Only return requests that have the automation switch enabled and have a status of 'Delivered' will be automatically marked as received.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-204_rf7wgu.png)
### Chapter 4: How to Set Up 'Automatically Mark as Resolved'? (The method is the same as in Chapter 3)

| The above is the full guide to the Returns Automation Process.

# Friendly Reminder:

**The icon for automatically marked as resolved is different from the icon for manually marked as resolved, as shown below.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-205_1es7k41.png)
**Click 'Automation' to quickly and efficiently locate the number of return requests processed through automation in bulk.**
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-206_icukew.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/c/3/1cc3f89e3566e700/group-207_u2rgr2.png)









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