📜For products with online order history

Learn about how to create and manage trade-in profiles for products within online order history

Trade-in profiles for products with an order history can be set-up in three easy steps:

  1. Selecting the products from your catalogue that the profile will apply to - we've used the tag system within Shopify to enable you to easily associate specific products with a trade-in profile

  2. Setting the eligibility criteria - choose the maximum and minimum age of the products that you want to receive back

  3. Setting the pricing rules for the products - using one of the three rules in our pricing engine, you can choose the most appropriate way in which to price your products for trade-in.

Default vs custom trade-in profiles

You will notice that there are two sections to the trade-in profiles for products with order history: Default trade-in profile and Custom trade-in profiles. These two sections have been designed to give you flexibility and let you be as detailed as you like when creating eligibility and pricing rules for products purchased online.

Default trade-in profile

The default trade-in profile is like any other trade-in profile that you might create, however, it has one key difference; this profile will apply to any products that are not included in a custom profile.

The default profile can be used in a couple of ways including, restricting certain items from being traded-in, or using it to apply one trade-in profile to your entire product catalogue. Additionally, it can also act as a safety net, capturing any items that may fall outside of the custom profiles you've set up.

After newly installing the app, you will have not set-up any custom trade-in profiles, so your whole catalogue will be associated with the default trade-in profile.

Custom trade-in profiles

Custom trade-in profiles allow you the most control over trade-in pricing and eligibility for products in your catalogue. You can set up as many profiles as you like, or simply use them to apply distinctive criteria to a select few products.

Creating and editing trade-in profiles

Creating, editing, and updating trade-in profiles is simple and only takes a couple of steps.

Please note, we aren't currently able to save a history of any changes that you make to any trade-in profiles. Any changes will take effect immediately and you will be unable to revert to any previous settings you have chosen

Editing the default trade-in profile

  1. To edit the default trade-in profile, select Edit default trade-in profile at the top of the page

  2. Set the eligibility and pricing rules as described below, and then click Save.

Creating a new custom trade-in profile

  1. To create a new custom trade-in profile, select Create trade-in profile in the top right-hand corner of the page.

  2. Give your trade-in profile a name by entering it in the field provided. This can be as simple or as complicated as you like.

  3. Select the product tag you wish to associate with this profile. Start typing the name of the tag in the field and select it from the list that appears.

  4. Set the eligibility and pricing rules as described below, and then click Save.

Please be aware, each custom trade-in profile can only have one product tag associated with it. If you wish to associate a particular group of products with one profile, they must all share the same tag. If you wish to use the tag in another profile instead, you will need to delete the original trade-in profile so the tag is not associated with any other profiles.

How to edit an existing custom trade-in profile?

To edit an existing custom trade-in profile, simply select it from the list of custom trade-in profiles. You can use the tabs above the search bar to help filter for profiles that are marked as eligible or ineligible for trade-in.

Eligibility settings

Within the eligibility settings you have the option to set:

  1. Whether the products in the trade-in profile are eligible for trade-in or not. Products associated with a trade-in profile set as ineligible will be visible in the trade-in portal, but will not be selectable for trade-in.

  2. The minimum and maximum age of at which you're happy for items to be traded-in at. Here you have the option to set the value in days, weeks, or months.

Please note, if you do not set a Minimum age in the trade-in profile, it will default to the Global Minimum Trade-in age which you will have set during the installation and set-up process.

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