All in One Gifting is a unique gifting application because it ensures the collection of accurate shipping and tax amounts, even where the address of the recipient is not yet known. The way that we achieve this, is by collecting a default shipping and tax amount from the customer - that should be higher than the anticipated charge, once the recipient enters their address, the delta will be refunded back to the customer!
This article walks you through how we go about calculating and apportioning refunds to your customers for shipping & tax. You can go to our Tax & Shipping article for configuration steps. We recommend that you test out some of the edge case scenarios in a sandbox account especially where you have a lot of promotions and cart rules. You can also get in touch with us for support if you have any questions.
Refund Processing
BigCommerce sets a default tax rate that is applied at checkout. To ensure we are capturing a sufficient amount of shipping and tax, we will reflect the highest amount of shipping and tax, as configured in your app, and this is reflect in the product price. We ensure that any data does not update product price at the order level.
Edge Case Scenarios
Free Shipping Scenario
If you offer free shipping by default, or on selected items, we'll be sure not to charge the customer any highest shipping amount. The shipping charge will be automatically set to $0, and the highest amount will not be applied.
Cart Rules Scenario
Order level promotions and cart rules will be handled through logic that will factor both the default BigCommerce or third party shipping and tax rates set, and geographic location. We will update the product price accordingly to ensure that the proper tax and shipping is applied, while factoring in any applied promotions or cart rules. Product level promotions and cart rules, will not be applied in certain circumstances given the that BigCommerce will override the application of the promotion.
In the instance your store has multiple cart rules, BigCommerce will set a priority for how these cart rules are applied. All in One Gifting will not have access to the priority levels set by BigCommerce. There are certain rare circumstances in the instance where multiple cart rules are applied that customers may be refunded with a variance of a small amount. To mitigate that as best as possible, we will always prioritize refunds for discounts provided on a percentage basis (e.g. 10% off first purchase), and then flat discounts (e.g. $10 off first purchase).
We request that you ensure that your cart rules are set up appropriately to mitigate any variance. We recommend that you test this refund scenario in a sandbox, or contact us for support if you have any questions.
General Coupon Code Scenarios
Coupon codes will be applicable and handled in all scenarios and are not overwritten by BigCommerce.
Shipping Coupon Code used by Sender Scenario
If the sender applies a shipping coupon code at sender checkout, the shipping coupon code will be automatically deducted from the highest amount of shipping charged to the sender at checkout.
Shipping Coupon Code used by Recipient Scenario
If the recipient applies a coupon code at recipient checkout which accidentally removes the free shipping, the sender will be refunded the shipping costs in full and the recipient will pay shipping costs. If the recipient applies a free shipping coupon code at recipient checkout, the coupon code will be applied, and the sender will be refunded the shipping costs in full. In the instance that recipient adds more items to their cart at checkout, and a default free shipping promotion is then applied to their order, the sender will be refunded the shipping costs in full.
Store Credit Scenario
If the sender uses a combination of gift card, store credit and/ or another payment method at checkout, when we are refunding shipping and tax amounts we will apportion the refund by first refunding the actual payment method, and remaining amounts will be distributed as store credit. If you have store credit disabled at the checkout level, and a sender has used a gift card, in certain instances you may need to manually provide another gift card to refund the amounts.