IMPORTANT NOTE, once you create the org, you need to reach out to Aftership Rep to remove the free trail and tie to our paid account. Do not start setting up until this is complete or you risk losing your work.

Reach out to Jeremy (jeremy.bobbitt@aftership.com) to remove

Once, the free trail is removed, you are ready to set-up. Today, settings are mirrored by brand.

Set-up check list

HERE⁠

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Set-up Checklist explained / additional detail:

Connecting Shopify:

There is a high chance this will not work the first time you go to install returns tracking on the main set up menu, if it doesn’t work and you don’t see a check mark by store connected. Then go into apps on the left side bar and view more apps and click shopify to install. This will prompt you to enter verification code sent to tech pirates email. Below is an image of what it should look like when connected.

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2. Settings:

Return Policy should be completed as seen below.

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Return Reasons:

Too Large (main reason and subset reasons below)

Too large around the chest

Too large around the waist

Too large around the hips

Sleeves too long

Fits too oversized

Length too long

*require comments and image

Too Small

Too small around chest

Too small around waist

Too small around hips

Fits too small

Sleeves too short

Length too short

*require comments and image

Material

Too thin

Too thick

Didn’t like texture

I did not like the quality

Other - Please Explain

*require comments and image

Color

Too bright

Too dull

Didn’t look like photo

Other - Please Explain

*require comments and image

Experience

My order was incorrect

I ordered the wrong product

The package was damaged

My order was late

Other - Please Explain

*require comments and optional image

Quality

The sewing was bad

The color was wrong

The fabric was not good

Other - Please Explain

*require comments and image

Other

Item was damaged

Bought two sizes

I changed my mind

Other - Please Explain

*optional comments and image

Eligibility Rules

This is if you want to exclude items from being returned (ie. BG product we didn’t make)

You can also include question flow (ie. Did you wear this item? If marked yes, it is non-returnable) This isn’t currently set up as you have to tag each item and is manual work.

Refunds and Exchanges

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Return Routing Rules:

This is for customer locations that you want to pay for their shipping label to return the item.

Today it’s set up for us to pay for US / Canada and all other locations will need to create & pay for their shipping to return (they’re responsible for cost of returns).

*Make sure you click the automatic approval on this tab.

Automation Rules:

Auto-refund

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Ship and Track:

Returns Shipping

Courier Accounts and Services

This needs a credit card to set up. I would advise switching to Vessel (3rd party through Aftership). Jeremy and Eugene can help with this, which would allow for bank account.

This service is for USPS labels and it will debit $100 and once you drop below $10 threshold, it will re-charge.

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Customizations

Returns Page

Complete the below with your logo, image, header, footer, etc.

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Notifications:

You want to make sure you add the verified returns email that’s linked to your domain so the notifications do not send to spam (example of verified email: returns@bruceglen.com) vs what’s shown in image below.

This is for email notifications to keep the customer updated on their returns process. You can select which you want to be sent.

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Other things to set-up & think about with Returns:

Set up a UPS account, so Janneth can ship orders. Our parent agreement ties all brands volume to receive deeper discounts so it needs to be tied to our parent account 5RY115.

UPS Account Manager:

Nicole Benavides | email:

nbenavides@ups.com⁠

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UPS Account Numbers:

183V7V Resonance

5RY111 The Kit

5RY115 Tucker

5RY112 JCRT

H8J954 Bruce Glen

FOR JANNETH:

How to add in worldship below.

1.) Select the “Shipper Editor” tab.

2.).Click on the “Add” button to create a new shipping account. Enter your new account information, including the account number, billing information and contact details.

3.) Your UPS Account number: (enter #)

Packaging

Ensure Janneth has what she needs to ship out orders

Customer Service

Email to reach out to / Zendesk / owner

TO NOTE, exchange flows aren’t set up. Noor & Jay figured out a workaround to push inventory and we should set-up when capacity allows.

Aftership Agreement / Notes:

Agreement

HERE⁠

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Contract end date: September 11, 2024

8,000 returns across all brands (currently at 2k)

Tracking: I don’t think this is useful and we should shut off completely as this is 4k away from going over - sent email on this.

Notes: Aftership is clunky and limited capabilites, loop is significantly more expensive but would suggest doing a demo when the time is right and you want to upgrade this experience.

Updating DNS Records:

You MUST have access to the brand’s domain management system. LL owns the domain account for most partner brands, but there are some exceptions, so make sure you check with the brand or Maddie to figure out which ones we do/don’t own.

If LL owns the domain, you’ll need access to LL’s GoDaddy account. Maddie has access, or — if you think you’re going to be making lots of domain changes — you can ask to get added as an authorized user to the account. (Note, we cannot simply log into LL’s account to make changes because GoDaddy sends a 2FA code every time you want to add a new record to the DNS. It’s better if we use a personal account so we don’t need to get the code from LL every time.)

Once you log into GoDaddy, search for domain you want to update:

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Screenshot 2024-07-12 at 12.48.46 PM.png

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Click into the domain:

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Screenshot 2024-07-12 at 12.49.35 PM.png

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Choose DNS right below the domain name

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Screenshot 2024-07-12 at 12.52.12 PM.png

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Click “Add New Record” and input the record information you need to add

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Screenshot 2024-07-12 at 12.37.25 PM.png

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Then, GoDaddy will ask if you’re sure and to verify your identity via a 2FA code it sends to your email. (And yes, you’ll have to verify your identity for each record you add.)

Once you input the code & verify your identity, you’re done!

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