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Post-exchange

Beta

Post-exchange targets are part of the POS UI extensions feature preview. This feature preview is available on an invite-only basis and requires POS UI extensions version 2025-07 or higher and POS app version 9.31.0 or later.

The post-exchange screen appears after merchants complete an exchange transaction. This screen displays the exchange summary including exchanged items, price adjustments, and exchange details, providing opportunities for customer service and follow-up actions.

  • Product exchanges: Display exchange reasons, product condition notes, and warranty transfers.
  • Customer follow-up: Launch satisfaction surveys, loyalty adjustments, and follow-up communications.
  • Exchange analytics: Track exchange patterns, return rates, and customer behavior insights.
  • External integrations: Connect with inventory, accounting, and CRM (Customer Relationship Management) systems.

Anchor to Post-exchange targetsPost-exchange targets

Use these targets for exchange completion workflows, post-exchange analytics, or integration with external systems for exchange processing and follow-up.

Anchor to Post-exchange block ,[object Object]Post-exchange block target

pos.exchange.post.block.render

Renders a custom information section within the post-exchange screen. Use this target for displaying supplementary exchange data like completion status, payment adjustments, or follow-up workflows alongside standard exchange details.

Extensions at this target appear as persistent blocks within the post-exchange interface and support interactive elements that can launch modal workflows using shopify.action.presentModal() for more complex post-exchange operations.

Anchor to Post-exchange action (menu item) ,[object Object]Post-exchange action (menu item) target

pos.exchange.post.action.menu-item.render

Renders a single interactive button component as a menu item in the post-exchange action menu. Use this target for post-exchange operations like generating exchange receipts, processing restocking workflows, or collecting exchange feedback.

Extensions at this target can access the order identifier through the Order API to perform exchange-specific operations. Menu items typically invoke shopify.action.presentModal() to launch the companion modal for complete post-exchange workflows.

Anchor to Post-exchange action (modal) ,[object Object]Post-exchange action (modal) target

pos.exchange.post.action.render

Renders a full-screen modal interface launched from post-exchange menu items. Use this target for complex post-exchange workflows that require forms, multi-step processes, or detailed information displays beyond what a simple button can provide.

Extensions at this target have access to order data through the Order API and support workflows with multiple screens, navigation, and interactive components.


  • Update exchange information in real time: Update displayed exchange information immediately when changes are made to reflect current state, like updated exchange status, refreshed inventory levels, and changed customer records.
  • Show clear action confirmations: Show clear success or error messages that specify which exchange was affected and what action was completed. Use messages like "Exchange #1001 processed successfully," "Customer survey sent," or "Unable to process - system error".
  • Ensure exchange continuity: Ensure that post-exchange actions integrate properly with the overall transaction lifecycle and business processes, like updated inventory records, triggered follow-up workflows, and recorded exchange analytics.
  • Handle error states gracefully: Communicate exchange processing limitations clearly instead of generic error messages. If your extension processes exchange data or triggers post-exchange workflows, ensure you handle completion states responsibly, provide clear feedback about processing stages, and communicate any requirements or restrictions that affect exchange finalization or follow-up actions.
  • Write clear and action-oriented labels: Use action-oriented labels that specify what will happen for this particular exchange, with descriptive titles that clearly indicate the information type. Use "Send customer survey" or "Exchange Summary" instead of generic labels like "Exchange options" or "Exchange App."
  • Show status and exchange information: Show current exchange status, relevant metrics, and action eligibility to support completion decisions, like exchange completion status, "Exchange completed successfully," and exchange ID and customer details.

  • You can only render one button component for each POS UI extension using the action (menu item) target.

  • Order data is read-only through the Order API, which provides only the order ID, name, and customer ID. To access additional exchange information or modify exchange data, use external API calls or integrate with the Admin API through your app backend.


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