This article provides merchants with the details they need to successfully manage their RMAs (Return Merchandize Authorizations).
Once Returnly has been set up and shoppers are initiating returns, merchants will be managing their return requests from the Manage Returns dashboard, which could be accessed as follows:
- On the merchant’s dashboard, select Manage Returns.
- The following dashboard will be then displayed where merchants would be able to filter returns and address those that require reviewing.
Note: By default, RMAs under the "For Review" tab will be displayed.
Organizing Your View
On the Manage Returns dashboard, merchants are able to search, filter, and sort for Return and Exchange records in the way that best suits what merchants are trying to accomplish.
The table below details each box and the different options merchants are presented with to narrow their search.
Defining Return Search Criteria
Note: Using the customer email search criteria, merchants can pull up all RMAs with the associated email address within every status (e.g. In Transit, For Review, etc.).
How to search for specific RMAs
Merchants are presented with an array of options which would help search for a particular Return.
Select the preferred search criteria from the Return dropdown list.
Then, in the Search box, enter the value or text for the selected Return type, and click “Enter".
The data associated with the search will be displayed as shown below.
- To start a new search, click on "Clear All".
Filtering Returns by Status
To either widen or narrow the scope of your search, select one or more status filters to view RMAs.
Note: The tab view will not be displayed once status filters have been applied.
- Merchants can filter by a number of statuses; statuses are not mutually exclusive.
To start a new search, either
Click on "Clear all", which will bring you back to Tab view.
Click on “Return to tab view".
By default, the tabs are organized by the date they were created, with the newest presented first.
Merchants can also sort returns by:
There are a number of ways to leverage this sorting feature. As an example, when sorting by Delivered - Oldest first, merchants can manually edit and refund RMAs in the order of when those returns were delivered to the warehouse.
Once merchants have applied any of the above-mentioned filtering or sorting mechanisms, they will be presented with a list of RMAs with the following details:
By default, Returnly generates RMA numbers.
Common Use Cases:
If a merchant manually authorizes returns (which would be at the RMA Request status), the RMA is reformatted to match the merchant's requirements: e.g. a 3PL company that requires specific RMA format.
Note: The Return column will only be visible if the Return In Store setting has been enabled.
The Return column will display the following:
This column will display either the shopper or giftee email address associated with the RMA.
This column will display the total monetary amount of the refund potential in two ways:
Refund amount: $ Value
Instant + $ Value (Instant credit is issued for which the shopper would be able to apply that credit towards an Instant Exchange)
The table below details RMA status and their respective descriptions.
Manage Returns: Tabs and Statuses
Transitions across these statuses can be automated or manual, and are driven by key events throughout the lifecycle of an RMA.
> Next: Managing an RMA
+ Related: Understanding RMAs (Return Merchandise Authorization Numbers)