Managing RMA: Difference between revisions

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After you accessed the admin area of your website click on '''Orders/Customers''' and '''RMA''' tabs. Then click on '''Configuration''' button.
After you accessed the admin area of your website click on '''Orders/Customers''' and '''RMA''' tabs. Then click on '''Configuration''' button.
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You can '''default returning time for products''' by filling in the field and choosing the required option from the drop down list, '''view, update or insert''' the request statuses or product return reason in '''different languages''' by clicking on the corresponding button or tab. If a field is greyed out you cannot update it.
You can '''default returning time for products''' by filling in the field and choosing the required option from the drop down list, '''view, update or insert''' the request statuses or product return reason in '''different languages''' by clicking on the corresponding button or tab. If a field is greyed out you cannot update it.
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You can override '''default returning time for products''' setting while adding/editing a product. Click on '''Main details''' tab, fill in the field next to '''RMA allowed time''' and choose the required option from the drop down list'''.'''
You can override '''default returning time for products''' setting while adding/editing a product. Click on '''Main details''' tab, fill in the field next to '''RMA allowed time''' and choose the required option from the drop down list'''.'''
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Then click on '''Manager''' and '''Members''' tabs, click on the required member and then on '''Edit''' button.
Then click on '''Manager''' and '''Members''' tabs, click on the required member and then on '''Edit''' button.
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In the '''Communication group''' section make sure you assign this member to the '''Return''' group by clicking on it (if more than one group needs to be chosen press and hold '''Ctrl''' button and click on the required groups).
In the '''Communication group''' section make sure you assign this member to the '''Return''' group by clicking on it (if more than one group needs to be chosen press and hold '''Ctrl''' button and click on the required groups).
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Now this member can '''view''' the '''columns''' or '''process RMA request''' according to the '''Return''' group. To make a post click on the required '''RMA''' and then on '''process RMA request''' button. To create a new '''RMA''' click on '''Insert''' button.
Now this member can '''view''' the '''columns''' or '''process RMA request''' according to the '''Return''' group. To make a post click on the required '''RMA''' and then on '''process RMA request''' button. To create a new '''RMA''' click on '''Insert''' button.
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If you click on '''process RMA request''' button you can view the columns for the available '''RMA''' requests. If you click on it you can view/update the fields. When an '''RMA''' request is received it is always in '''Initiate''' status.   
If you click on '''process RMA request''' button you can view the columns for the available '''RMA''' requests. If you click on it you can view/update the fields. When an '''RMA''' request is received it is always in '''Initiate''' status.   
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If you choose '''In Progress''' request status from the drop down list and based on '''awaiting for return''' number you can '''return as bonus''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return as credit''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return as money''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return for replacement''' by clicking on '''–''' or '''+''' tabs and '''return not needed''' by clicking on '''–''' or '''+''' tabs.  
If you choose '''In Progress''' request status from the drop down list and based on '''awaiting for return''' number you can '''return as bonus''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return as credit''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return as money''' by clicking on '''–''' or '''+''' tabs or filling in the corresponding field, '''return for replacement''' by clicking on '''–''' or '''+''' tabs and '''return not needed''' by clicking on '''–''' or '''+''' tabs.  
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If you choose '''Refused''' request status from the drop down list it will be updated accordingly in the corresponding column as well. To '''create a replacement order''' click on the corresponding button.
If you choose '''Refused''' request status from the drop down list it will be updated accordingly in the corresponding column as well. To '''create a replacement order''' click on the corresponding button.
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You can also restock based on '''awaiting for restock''' number by clicking on '''–''' or '''+''' tabs in the pop up window after clicking on the number in the Restock column.
You can also restock based on '''awaiting for restock''' number by clicking on '''–''' or '''+''' tabs in the pop up window after clicking on the number in the Restock column.
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If you click on '''Insert''' button on RMA page you can create the new topic by '''filling in''' the required fields, choosing a group from the drop down list and '''attaching a file''' by clicking on '''Browse''' and then on '''Upload file''' buttons.
If you click on '''Insert''' button on RMA page you can create the new topic by '''filling in''' the required fields, choosing a group from the drop down list and '''attaching a file''' by clicking on '''Browse''' and then on '''Upload file''' buttons.
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'''Return request''' is also set up by clicking on '''Design and CMS''' and '''Menus''' tabs, choosing a required option from the '''Menu''' drop down list and clicking on the '''pencil''' icon next to '''Return request'''. You can view it under the '''different languages''' by clicking on the corresponding tabs, view or update the fields, '''add more''' or '''delete''' it by clicking on the corresponding button or on the '''trash''' icon.
'''Return request''' is also set up by clicking on '''Design and CMS''' and '''Menus''' tabs, choosing a required option from the '''Menu''' drop down list and clicking on the '''pencil''' icon next to '''Return request'''. You can view it under the '''different languages''' by clicking on the corresponding tabs, view or update the fields, '''add more''' or '''delete''' it by clicking on the corresponding button or on the '''trash''' icon.
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Then click on '''Design and CMS''' and '''Themes''' tabs. Click on '''Customize''' button for the required theme.
Then click on '''Design and CMS''' and '''Themes''' tabs. Click on '''Customize''' button for the required theme.
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Click on '''Pages''' button. Find and open '''Communication''' option in the pop up window. Under '''Communication, New topics, Posts and No logged in''' options you can further set up the return request options by scrolling down this page and view/update the options.
Click on '''Pages''' button. Find and open '''Communication''' option in the pop up window. Under '''Communication, New topics, Posts and No logged in''' options you can further set up the return request options by scrolling down this page and view/update the options.
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If a customer clicks on the '''Return request''' link on the front end he/she can get in touch with you via this tool only if they login to their account and they have made an order with products that can be requested to be returned.
If a customer clicks on the '''Return request''' link on the front end he/she can get in touch with you via this tool only if they login to their account and they have made an order with products that can be requested to be returned.
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The '''return request''' can be made through the order itself.
The '''return request''' can be made through the order itself.
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Revision as of 16:51, 1 December 2021

Note: This manual is for osCommerce v4.

After you accessed the admin area of your website click on Orders/Customers and RMA tabs. Then click on Configuration button.

You can default returning time for products by filling in the field and choosing the required option from the drop down list, view, update or insert the request statuses or product return reason in different languages by clicking on the corresponding button or tab. If a field is greyed out you cannot update it.

You can override default returning time for products setting while adding/editing a product. Click on Main details tab, fill in the field next to RMA allowed time and choose the required option from the drop down list.

Then click on Manager and Members tabs, click on the required member and then on Edit button.

In the Communication group section make sure you assign this member to the Return group by clicking on it (if more than one group needs to be chosen press and hold Ctrl button and click on the required groups).

Now this member can view the columns or process RMA request according to the Return group. To make a post click on the required RMA and then on process RMA request button. To create a new RMA click on Insert button.

If you click on process RMA request button you can view the columns for the available RMA requests. If you click on it you can view/update the fields. When an RMA request is received it is always in Initiate status.

If you choose In Progress request status from the drop down list and based on awaiting for return number you can return as bonus by clicking on or + tabs or filling in the corresponding field, return as credit by clicking on or + tabs or filling in the corresponding field, return as money by clicking on or + tabs or filling in the corresponding field, return for replacement by clicking on or + tabs and return not needed by clicking on or + tabs.

If you choose Refused request status from the drop down list it will be updated accordingly in the corresponding column as well. To create a replacement order click on the corresponding button.

You can also restock based on awaiting for restock number by clicking on or + tabs in the pop up window after clicking on the number in the Restock column.

If you click on Insert button on RMA page you can create the new topic by filling in the required fields, choosing a group from the drop down list and attaching a file by clicking on Browse and then on Upload file buttons.

Return request is also set up by clicking on Design and CMS and Menus tabs, choosing a required option from the Menu drop down list and clicking on the pencil icon next to Return request. You can view it under the different languages by clicking on the corresponding tabs, view or update the fields, add more or delete it by clicking on the corresponding button or on the trash icon.

Then click on Design and CMS and Themes tabs. Click on Customize button for the required theme.

Click on Pages button. Find and open Communication option in the pop up window. Under Communication, New topics, Posts and No logged in options you can further set up the return request options by scrolling down this page and view/update the options.

If a customer clicks on the Return request link on the front end he/she can get in touch with you via this tool only if they login to their account and they have made an order with products that can be requested to be returned.

The return request can be made through the order itself.

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