Return Eligibility Conditions

Last Updated: November 5, 2024

Eligibility conditions are return policy rule properties that define which customers, orders, or items within an order are eligible to be returned. 

When a customer enters their order ID and their email, ZIP, or phone number in the return portal, ReturnGO automatically fetches relevant information about the order and customer from your eCommerce platform. 

Using the information on the customer and their order, ReturnGO checks which items are eligible for returns based on the different eligibility rules in each return policy. Then, the eligible items are presented to the customer in the return portal.

Depending on whether an item is eligible for all, some, or none of your policy rules, it will be marked with a partially eligible or not eligible tag. 

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Parts of an Eligibility Rule

An eligibility rule is composed of three parts: 

  1. Result 
    1. Whether eligible or not eligible. 
  2. Conditions
    1. Properties to check and test. 
  3. Logical Operator
    1. Connects multiple conditions (AND/OR). This only appears if there are multiple conditions built under the same level.
      1. OR - if at least one condition is TRUE, the result will be applied.
      2. AND  - if at least one condition is FALSE, the complement of the result will be applied. 

Eligibility rules are run against four levels of properties: 

  1. Order-level 
  2. Customer-level 
  3. Item-level 
  4. RMA-level 

The net result will be the product of all results from all levels; if at least one condition level results in not being eligible, then the entire policy rule will not apply to the item being returned. 

Order-Level Eligibility Conditions

Order-level eligibility conditions are conditions that must be met in order for an order to be eligible for a certain action or status.

ReturnGO currently supports the following order-level eligibility rules:

  • Eligibility based on order creation date

    • Define a relative or absolute eligibility limit based on the order's creation date.

  • Eligibility based on order fulfillment date

    • Define an eligibility limit based on the order's fulfillment date in relation to the current date.
    • If the order fulfillment date is missing in your eCommerce platform, the fallback is that the order creation date will be used as a reference.

  • Eligibility based on order delivery date

    • Define an eligibility limit based on the order's delivery date in relation to the current date.

    • If the delivery date is missing, the fallback used for reference will depend on the tracking fallback settings, which you can set on the Settings > Store Settings page, under Tracking Fallback
      • If the fallback is set to Updated by tracking, the fulfillment update date will be used as the reference, and if it's set to Days passed since fulfillment, the fulfillment date will be used.

  • Eligibility based on order tags

    • Define a list of order-level tags to use for the eligibility condition.
      • Can be set to check all, some, or none of the defined tags.
      • Not case sensitive.
      • Accepts comma-separated values, for example A,B,C means A or B or C.

  • Eligibility based on the number of RMAs created

    • Define an eligibility limit based on the amount of RMAs the customer has created for the order.

  • Eligibility based on order value

    • Define an eligibility limit based on the value paid for the order.

  • Eligibility based on payment type

    • Define an eligibility limit based on the payment type that was used or whether the order was paid for with or without store credits or gift cards.
      • Can be set to only with, partially with or without.

      Customer-Level Eligibility Conditions

      Customer-level eligibility conditions are conditions that must be met in order for a customer to be eligible for a certain action or status. 

      ReturnGO currently supports the following customer-level eligibility rules:

      • Eligibility based on the customer's location

        • Define a set of countries and relevant states or provinces to run the condition on.

      • Eligibility based on customer tag

        • Define an eligibility limit based on current and historical tags assigned to the customer.

      • Eligibility based on customer type

        • Define an eligibility condition based on the customer type such as Registered or Guest.

      • Eligibility based on the number of RMAs created by the customer

        • Define an eligibility limit based on the total number of RMAs that a customer has created.

      Item-Level Eligibility Conditions

      Item-level eligibility conditions refer to the specific requirements that an item must meet in order to be eligible for a certain action or status. 

      Note: ReturnGO does not support null/deleted items, since there is no data to process a return for an item that has been deleted from your store.

      ReturnGO currently supports the following item-level eligibility rules:

      • Eligibility based on catalog price

        • Define a limit based on the catalog price of each item.
        • The catalog price is the price of the item as displayed in the store.

      • Eligibility based on the paid price

        • Define a limit based on the paid price of each item.
        • The paid price is the catalog price minus any discounts that have been applied to the item.

      • Eligibility based on cost

        • Define a limit for each item based on its cost.
        • The cost is the merchant's monetary investment per item, which can be defined (for Shopify merchants) in Shopify Admin > Products.

        • Eligibility based on the item name

          • Define a list of item names to run the condition on.
          • Can be set to be a partial match ("contains") or an exact match ("is"), and their opposites.
          • Not case-sensitive.
          • Accepts comma-separated values, for example A, B, C means A or B or C.

          • Eligibility based on the item's tags

            • Define a list of item tags to run the condition on.
              • Can be set to test all, some, or none of the defined tags.
              • Not case-sensitive.
              • Accepts comma-separated values, for example A, B, C means A or B or C.

          • Eligibility based on the item’s historical tags

            • Define a list of item tags at the time of purchase.
              • Can be set to test to all, some, only one, or none of the defined tags
              • Not case-sensitive.
              • Accepts comma-separated values, for example A, B, C means A or B or C.

          • Eligibility based on the number of exchanges

            • Define a limit based on the number of times an item has been exchanged.

          • Eligibility based on discount codes

            • Define a limit based on the discount code used at the time of purchase.
              • Can be set to be a partial match (“contains”) or an exact match (“is”), and their opposites
              • Not case-sensitive.
              • Accepts comma-separated values,  for example A, B, C means A or B or C.

          • Eligibility based on discount value

            • Define a limit based on the discount value applied at the time of purchase.
              • Can be set to be the discount amount, percentage, or comparative price percentage

          • Eligibility based on total compare-at price and discount %

            • Set eligibility based on the total discount of Compare-at Price combined with discounts, in cases where an item has both.

          Note: ReturnGO store credit discount codes are not included in this.

          • Eligibility based on return reason

            • Define a limit on the offered resolutions based on the selected return reason.

          • Eligibility based on the item’s weight

            • Define a limit based on the item's weight per unit.

          • Eligibility based on vendor

            • Define a limit based on the vendor where the item is from.
              • Can be set to be one of the vendors or none of the vendors specified. 
              • Not case-sensitive.
              • Accepts comma-separated values,  for example A, B, C means A or B or C.

          • Eligibility based on collection ID 

            • Define a limit based on the collection ID where the item is included.
              • Can be set to be included on only one, more than one, all, or none of the collections ID specified
              • Not case-sensitive.
              • Accepts comma-separated values,  for example 111, 222, 333 means 111 or 222 or 333.

          • Eligibility based on a custom attribute

            • Define a limit based on the item’s custom attribute with its key and value.
              • Not case-sensitive.
              • Accepts comma-separated values,  for example 111, 222, 333 means 111 or 222 or 333.

          Note: Custom attributes are different from metafields, in that custom attributes are dynamic values that can be defined in Shopify via API, while metafields are static configurations defined in the Shopify admin panel.

          • Eligibility based on item fulfillment

            • Define a limit based on the item’s fulfillment level.
            • You can also set it based on the order's fulfillment level in the order-level eligibility conditions section.
            • Eligibility by item-level fulfillment is useful in cases where items are fulfilled separately, i.e pre-order.

          • Eligibility based on percentage of the order value

            • Define eligibility based on the value of the item in relation to the order value.

          RMA-Level Eligibility Conditions

          RMA-level eligibility conditions are conditions that must be met in order for an RMA to be eligible for a certain action or status.

          ReturnGO currently supports the following RMA-level eligibility rules:

          • Eligibility based on the total listed price of all items being returned

            • Define a limit based on the total catalog price of all items selected for the return.
              • The catalog price is the price of the item as displayed in the store.

          • Eligibility based on the total paid price of all items being returned

            • Define a limit based on the total paid price of all items selected for the return.
              • The paid price is the catalog price minus any discounts that have been applied to the item.

          • Eligibility based on the total cost of all items being returned

            • Define a limit based on the total cost of all items selected for the return.
              • The cost is the merchant's monetary investment per item, which can be defined (for Shopify merchants) in Shopify Admin > Products.

          • Eligibility based on the number of items being returned

            • Define a limit based on the number of items being returned.
            • Uses the raw item count, for example, if 2 S shirts and 1 M shorts were returned, the item count would be 3.

          • Eligibility based on the overall weight of items being returned

            • Define a limit based on the overall weight of the items in the RMA.

          • Eligibility based on percentage of the order value

            • Define eligibility based on the value of the RMA in relation to the order value.