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# Approve returns automatically

Most returns are routine. Automation rules handle those, so your team only sees the ones needing judgement. Build them under **Features → Returns and exchanges → Automation**. Each rule is **When** something is true, **Then** do this. Rules run top to bottom, and the first match wins.

## What this does

If you approve every return by hand, you spend your time on the easy ones. A cheap item, inside the window, with a common reason, always gets approved. That decision can be made for you.

## Build a rule

1. Go to **Features → Returns and exchanges → Automation**.
2. Select **Create rule** and give it a **Rule name**.
3. Add at least one condition under **When**.
4. Add at least one action under **Then**.
5. Save.

**Rules run top to bottom. The first rule that matches is the one that applies.** Put your narrowest rules first, or a broad one will catch everything.

Each rule shows how many times it has run, so you can see which are doing the work.

## Conditions

* **Return reason** — Why the customer is returning
* **Resolution** — What they asked for
* **Order value** — What the order was worth
* **Days since delivery** — How long they have had it
* **Item is final sale** — Whether it was a final-sale item
* **Order tag** — Tags on the order
* **Customer tag** — Tags on the customer
* **Product tag** — Tags on the product
* **Item condition** — What condition they reported
* **Discount used** — Whether a discount was applied

Operators: **is**, **is not**, **is less than**, **is greater than**.

## Actions

* **Auto-approve request** — Approves without review
* **Auto-reject request** — Rejects without review
* **Flag for manual review** — Holds it for a person
* **Flag for fraud review** — Marks it as suspicious
* **Waive return fee** — Drops the fee for this one
* **Apply restocking fee** — Charges the fee
* **Offer bonus store credit** — Adds a bonus if they take credit
* **Auto-refund the customer** — Pays on approval
* **Auto-issue store credit** — Issues credit on approval

## Rules worth building first

* **Approve the easy ones** — When: Order value is less than your threshold, and days since delivery is less than your window — Then: Auto-approve
* **Catch the suspicious ones** — When: Days since delivery is greater than your window — Then: Flag for manual review
* **Be generous when it is your fault** — When: Return reason is Damaged — Then: Waive return fee, and auto-approve
* **Reward taking credit** — When: Resolution is Store credit — Then: Offer bonus store credit
* **Watch repeat returners** — When: Customer tag is your frequent-returner tag — Then: Flag for fraud review

Start with the first one. It removes the most work for the least risk.

## Watch the results

Three figures at the top of the tab:

* **Requests auto-resolved** — how many needed no person
* **Avg. resolution time** — how fast requests close
* **Retained value** — order value kept through exchanges and store credit

**Retained value is the one that matters.** It is money that stayed with you instead of going back on a card.

## Good to know

**First match wins.** Rules do not stack. Once one matches, the rest are skipped. Order them from most specific to most general.

**Approve manually for a few weeks first.** You cannot write good rules until you have seen what actually comes through. Automate the pattern you observe, not the one you expect.

**Auto-approve does not mean auto-refund.** Approving tells the customer to send the item back. Paying is a separate action, and you can keep that manual while automating approval.

**A rule that never runs is worse than none.** Check the run counts. A rule with zero runs is either wrong or unreachable behind a broader one.

## Troubleshooting

* **A rule never runs** — Why: A broader rule above it matches first — Fix: Move it up
* **Everything is auto-approved** — Why: A rule has no narrowing condition — Fix: Add conditions
* **Rules do nothing at all** — Why: None are active — Fix: Check the active count
* **A rule will not save** — Why: It needs a name, a condition and an action — Fix: Add whichever is missing
* **Refunds go out too fast** — Why: An auto-refund action is on — Fix: Remove it and pay manually
* **Fraud flags never fire** — Why: The tag does not match Shopify's — Fix: Copy the tag from a real customer

## FAQ

### Should I automate returns straight away?

No. Approve by hand for a few weeks first. You need to see the real pattern before you can write rules that fit it.

### What is the safest rule to start with?

Auto-approve low-value returns inside your window. Little risk, and it removes most of the work.

### Can a rule both approve and refund?

Yes, but keep them separate at first. Approve automatically and pay manually until you trust the rules.

### What happens if two rules match?

Only the first one runs. Rules never stack.

### How do I stop fraudulent returns?

Flag rather than reject. Use **Flag for fraud review** on your warning signs, and let a person decide.

## Related articles

* [Manage return requests](/en/article/manage-return-requests-1pzfabc/)
* [Set up returns and exchanges](/en/article/set-up-returns-and-exchanges-1oo6o3g/)
* [Offer store credit instead of a refund](/en/article/offer-store-credit-instead-of-a-refund-if3efm/)
* [Send return shipping labels](/en/article/send-return-shipping-labels-xc0wu8/)
