Demo screencast and review steps

Reviewer setup path

1. Install SwapBack on a Shopify development store and open it from Shopify Admin.
2. Open Billing, click Choose a plan, and approve a plan on Shopify's hosted App Pricing screen. After approval the control changes to Manage plan and the app shows Plan Active.
3. Confirm the embedded Dashboard loads request totals, recorded follow-up candidates, return PDFs, and product variants.
4. Check Dashboard setup: Shopify connection, approved plan, and completed catalog sync are separate from customer-entry confirmation. No storefront theme edits are required.
5. Open Knowledge for workflow guidance and Settings to edit the return review window and replacement-review preference.
6. Open the store-specific hosted customer portal with Open portal on the Dashboard.
7. On Serp Test, the synthetic order #1005 and alex.reviewer@example.com were verified on 7 October 2026. This order already has a QA request. Use a fresh test order within the return window to demonstrate a new request; never use real customer data in a demo.
8. Submit a customer return request with a reason, preferred outcome, and customer note.
9. Return to Requests in the embedded app, review the reason, risk level, preferred resolution, and status.
10. First catalog sync starts automatically when the app opens with an approved plan. Verify the completed catalog count. Use Sync variants only to retry or refresh it. An empty store completes with zero variants; add a test product before testing replacement selection.
11. Record merchant follow-up decisions: approve the request, record a replacement choice, create a return-authorization PDF or attach a merchant PDF, mark received, or decline. These actions do not issue refunds, create replacement orders, or buy postage. Store-credit requests are not supported.
12. Open Return PDFs and download the document; open Replacement choices to verify the recorded decision.
13. Open Exports, create a CSV export, wait for Completed, and download the CSV.
14. Open Analytics and Activity to verify the request appears in reporting and activity history.
15. In Shopify Settings > Customer accounts > Customize, add the SwapBack Profile and Orders blocks and its order action. Save the active configuration and test the store-specific links before confirming customer entry points on Dashboard.
16. Uninstall and reinstall the app to confirm Shopify requests plan approval again; cancel once to verify safe return, then approve and confirm billing becomes Active.

Feature checklist to verify

• Embedded Admin onboarding and visible Shopify App Pricing Choose / Manage plan control
• Verified-order hosted return portal and Customer Account entry point
• Return request queue with reason, risk, and status
• Paginated Shopify variant sync and replacement selection
• Merchant-reviewed replacement choices and downloadable return PDFs without postage
• Analytics, Activity, downloadable CSV exports, and explicit customer-account setup without storefront theme edits