--- title: Auto-Exchange description: "Auto-exchange is a policy rule setting that automates the release of exchanged items upon meeting certain conditions. \nAn exchange order includes all the items the customer requested to exchange in the RMA. If any item included is set for manual release, then all items will be released manually." --- [Skip to content](https://support.returngo.ai/auto-exchange#main-content) English Show submenu for translations [Customer portal](https://support.returngo.ai/tickets-view?hsLang=en) ![ReturnGO Logo-1](https://support.returngo.ai/hs-fs/hubfs/ReturnGO%20Logo-1.png?width=198&height=30&name=ReturnGO%20Logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.returngo.ai/tickets-view) - Go to returngo.ai Go to returngo.ai Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.returngo.ai/?hsLang=en) 2. [Returns Management](https://support.returngo.ai/returns-management?hsLang=en) 3. [Automation](https://support.returngo.ai/returns-management?hsLang=en#automation) # Auto-Exchange Last Updated: April 14, 2026 Auto-exchange is a [**policy rule**](https://support.returngo.ai/policy-rules?hsLang=en) setting that automates the release of exchanged items upon meeting certain conditions.  An exchange order includes all the items the customer requested to exchange in the RMA. If any item included is set for manual release, then all items will be released manually. ![](https://support.returngo.ai/hs-fs/hubfs/Auto-Exchange1-png.png?width=670&height=213&name=Auto-Exchange1-png.png) Auto-exchange triggers can be configured to one of the following:  - Items have been validated - RMA is approved - Shipment is in-transit - Shipment has been received Additionally, you can decide when you want the auto-exchange feature to be triggered. You can trigger the auto-exchange feature immediately or delay it by hours or days. ### Requirements This feature can be added as an **[add-on](https://support.returngo.ai/add-ons?hsLang=en)**. - This feature can be configured on variant exchange and product exchange policy rules. - If the trigger used is *shipment is in transit*, then integration with a shipping service that supports live tracking status updates is required. ### Configuring Auto-Exchange To enable auto-exchange:  1. Go to[**Settings \> Return Policy**](https://app.returngo.ai/dashboard/settings/policy-rules).  2. Click **EXPAND ALL** to configure an existing policy rule. 3. Click the pencil icon on the right of the policy rule to configure. ![Configuring Auto-Approval](https://support.returngo.ai/hs-fs/hubfs/Configuring%20Auto-Approval.png?width=670&height=315&name=Configuring%20Auto-Approval.png) 4. Open the *RMA Handling Process* section. 5. Choose **AUTOMATIC** inthe Exchange Process setting. 6. Set the event that will trigger the exchange to be released. 7. Set the timing of the trigger. 8. Click on the *save* icon to save your changes. ![](https://support.returngo.ai/hs-fs/hubfs/Auto-Exchange3-png.png?width=670&height=374&name=Auto-Exchange3-png.png) **Note:** Repeat steps 3 to 8 for each exchange policy rule that you want to set to auto-exchange. ### Troubleshooting #### Automations Based on Item Validation In cases where you have configured auto-exchange based on validation, and a customer returns only some of the items, and you or your warehouse validate only the returned items, the auto-exchange automation will not trigger. The automation will only trigger when all items are validated, so if the unreturned items aren't marked, the automation won't trigger. If the validation trigger is not met, the automation will stop, and the RMA will be marked as "Requires Attention." 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