"I firmly believe that Ali will change, Ali will change. "Unexpectedly, Teacher Ma’s speech last month was fulfilled so quickly. Just yesterday, the topic # Taobao will support refund only # reached the top of the hot search list.The source is the "Taobao Platform Dispute Handling Rules" released by Taobao on the 19th of this month, which not only stipulates only refunds, but also new rules for delayed or forced shipments and buyer rejections. Moreover, to draw an important point, all of them are biased toward consumers.

Take the third article as an example:As long as there is no reason for 7 days or the platform deems it reasonable, the buyer can unconditionally reject the goods. After rejection, the seller must take back the goods themselves and bear the risk.

It can only be said that although Alibaba is a little late, it is indeed necessary to change.

Moreover, it is not the only one that needs to change.

JD.com also announced the rule changes it released last week, which also added a rule that only supports refunds for non-self-operated merchants.

Since then, Pin, Tao and Dong have fully embraced "refund only".

Faced with such a grand occasion, netizens who watched onlookers had more than one thing to say:Question, understand, become.

However, the brothers have taken a big step forward. However, if you read carefully, you will find that the rules are still different from Pinduoduo.

Before just refunding, there are a bunch of prerequisites.

For example, Taobao will combine big data, based on product quality, buyer integrity model, seller quality, etc., to determine that the product is indeed improperly described, confusing, and shoddy, and will support only refunds for high-credit users.

A rough translation means that the product must meet the "problem" defined by the platform, and the user's credit value must also be high enough.

Even if it is indeed judged, the merchant can appeal within 30 days.

Jingdong’s regulations are also very different, and merchants can also appeal within 7 days.

The two brothers added these additional conditions with the obvious purpose of avoiding certain mistakes. After all, Pinduoduo favored consumers in the past, which led to the tyranny of prostitutes, which directly triggered a vigorous "store bombing incident."

Compared with Duoduo, Taobao and JD.com seem to leave room for merchants to maneuver.

But despite this, if we take Taobao as an example, we will still find that a considerable number of merchants have exploded.

In addition to some merchants saying that they want to switch platforms,Some merchants complained directly, saying that their merchants are also consumers and can Taobao only refund the promotion fee.

The dissatisfaction of merchants actually has some validity.

Because the sentence is based on big data, no one knows what Taobao’s evaluation criteria are.

If the standards are too low, it is easy for groups to plunder the wool.

In fact, I have already encountered merchants who have been cheated in the e-commerce group. A customer applied for a refund based on an order signed for with a pick-up code 3 days ago, claiming that he had not received it. If you apply at 3 o'clock in the morning, Taobao will immediately cancel your application.

Someone bought 30 lip glosses and said they only received 1. The merchant tried to appeal based on the weight of the express delivery, but was ultimately judged invalid and refunded the other party more than 200 yuan.

Some customers took pictures of the wrong product type and directly chose refund only. Even though the merchant provided screenshots of the conversation, the appeal failed.

But unlike Pinduoduo merchants, Taobao merchants may be very reluctant to pay for the platform, because Taobao and Pinduoduo are not the same people at all.

E-commerce is nothing more than three things: traffic, sellers, and buyers. Douyin relies on traffic, Taobao relies on sellers, and Pinduoduo relies on buyers.

Just like Taobao's slogan says, "Let there be no difficult business in the world."

so,A large and diverse merchant ecosystem is Taobao’s core advantage.

Taobao considers things for sellers, and you can find a lot of them with just a little attention.

Let’s take after-sales as an example. For example, if you buy pre-sale products on Double Eleven, you cannot get a refund after paying the deposit. You must wait for the balance to be paid before you can get a refund.

Even if you buy something on a regular basis and want a quick refund, you still need to have the product not shipped, and the merchant will need to review it for 48 hours, waiting for its approval.

The reason for the restriction is that high return rates will have an impact on merchants’ future reporting activities, rankings and traffic.

This is a layer of restriction on buyers in order to protect the rights and interests of merchants.

Taobao struggles to retain these sellers. In addition to maintaining its advantages, a large part of Taobao's revenue comes from the high traffic fees paid by merchants.

Taobao individual merchants need to "tribute" traffic fees to the platform to compete for exposure. There is basically a consensus in the e-commerce circle, that is, in a new Taobao store, "there is no way to have traffic without burning the (traffic through) car."

The so-called through train means that after you search, products with the [advertisement] logo will pop up. Prioritize display based on the click price and quality score you gave.

Not only are there ongoing through-train fees, but there are also subsequent store decoration fees, ranking fees, etc.

Some merchants said,Many people have spent money on several houses and cars to buy and promote it.

Even he himself spent 10,000 to 20,000 yuan a month in the first two years.

But compared to Taobao, Pinduoduo is much more straightforward. Price is king. As long as your price is affordable enough, you can get the chance to be at the forefront of the information flow.

According to an interview with Zhiwei Editorial Department, although some merchants have high profits on Taobao, they have few orders.

The profits of Pinduoduo are low, and the after-sales service is very messed up, but it can't handle the large order volume, and the actual profit is more.

Many people just want to be quiet when selling goods on Taobao. If there are a large number of malicious refunds, they may choose to flee and migrate.

So after reading these examples, we can’t help but wonder how much benefit [refund only] can bring to Taobao and JD.com. For Pinduoduo, simply refunding is a sure-fire surefire move.

One move rudely solves the problem of shoddy manufacturing caused by the pursuit of "cheapness".

However, the problem of large-scale low quality is not serious on Taobao and JD.com.

This year's Double Eleven, Taobao's average return rate is around 20%, JD's 10%, and Tmall's is even lower, only 6%.

Compared with fake and shoddy goods, some other shopping experiences are more troublesome for buyers. For example, the most popular thing is the increasingly common pre-sale.

Not only did the buyer bear the risk and pressure of stocking the goods for the merchant, but he ended up waiting for a month. In the end, the seller said: "I can't deliver the goods, so I just gave them away?"

There are also many people complaining that freight insurance is getting more and more expensive now. Forcing platforms or merchants to provide freight insurance is much more effective than just refunding.

More importantly, this move that is good for buyers may not necessarily bear good results.

Some merchants said that the end of the refund process is nothing more than asking them to choose one of three paths: raising prices, switching platforms, or compressing quality.

If you keep staring at Pinduoduo, you may never be able to find a way to break the situation.

But at the very least, many changes have already taken place overtly or covertly.

What will happen to these two established e-commerce platforms in the future is really becoming more and more curious.