This guide outlines how to test the different return outcomes available in Swap and what to verify in Shopify and Swap for each scenario.
Return options
The following return outcomes should be tested:
Refund – Customer receives money back to the original payment method
Store Credit (Gift Card) – A Shopify gift card is created and sent to the customer
Store Credit (Shopify Store Credit) – Credit is added directly to the customer’s account (if enabled in Shopify)
Exchange – Variant – Customer exchanges for another variant of the same product
Exchange – Different Product – Customer exchanges for a different product
Exchange – Higher Value Item – Customer exchanges for a more expensive product and pays the difference
Refunds
Test a standard refund where the customer receives their money back.
Steps
Create a return in Swap
Select Refund as the return outcome
Process the return in Swap
Verify
Refund is triggered in Shopify
Payment is returned to the original payment method
Refund amount matches the returned item value
Swap return status updates correctly
Store Credit (Gift Card)
Swap generates a Shopify gift card and sends it to the customer.
Steps
Create a return in Swap
Select Store Credit as the return outcome
Process the return in Swap
Verify
A Shopify gift card is generated
Customer receives the gift card email
Gift card value matches the return value
Gift card appears in Shopify Gift Cards
Swap marks the return as completed
Store Credit (Shopify Store Credit)
This option is available if Shopify Store Credit is enabled in Shopify.
Instead of issuing a gift card, Swap adds store credit directly to the customer’s account.
Steps
Ensure Shopify Store Credit is enabled in Shopify
Create a return in Swap
Select Store Credit with Shopify Store Credit enabled
Process the return in Swap
Verify
Store credit is added to the customer account balance in Shopify
Customer can use the credit at checkout
Swap return status updates correctly
Exchanges
Exchange testing should confirm that replacement orders, pricing, and inventory updates behave correctly.
Variant exchange
Customer exchanges the item for another variant of the same product.
Example: Size S → Size M
Verify
Replacement order is created in Shopify once the return is processed
Correct variant is assigned
Price difference handling (if applicable)
Inventory updates correctly
Reporting reflects the exchange correctly
Customer is notified about the new order after processing
Exchange for a different product
Customer exchanges for a completely different item.
Example: T-shirt → Dress
Verify
Replacement order is generated
Correct product appears in Shopify
Pricing adjustments are handled correctly
Inventory is updated
Exchange for a higher-value item
Customer exchanges for a more expensive product.
Example: £50 item → £80 item
Verify
Customer is prompted to pay the price difference
Additional payment is processed successfully
Replacement order reflects the correct value
A 100% discount is still applied to the original item
Key system checks
For each scenario, confirm the following:
In Swap
Return status progression
Correct return outcome recorded
Replacement order creation (for exchanges)
In Shopify
Refund, gift card, or store credit behaviour
Order timeline updates
Inventory adjustments
Payment handling