Manage Returns Dashboard - Overview

  • Updated

Contents

  1. Organizing Your View
  2. RMA List
  3. Manage Returns: Tabs and Statuses

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. 

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  • The following dashboard will be then displayed where merchants would be able to filter returns and address those that require reviewing. 

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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. 

manage_returns_searching.pngThe table below details each box and the different options merchants are presented with to narrow their search. 

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Defining Return Search Criteria

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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.

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  • 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.

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  • To start a new search, click on "Clear All". 

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Filtering Returns by Status

  • To either widen or narrow the scope of your search, select one or more status filters to view RMAs.

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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.

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To start a new search, either

  • Click on "Clear all", which will bring you back to Tab view.

manage_returns_Clear_All.png 

or

  • Click on “Return to tab view".

manage_returns_status_filter_Return_to_Tab.png

Sorting Returns

By default, the tabs are organized by the date they were created, with the newest presented first.

Merchants can also sort returns by:

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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. 

 

RMA List

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:

manage_returns_sorting_Tab_list_details.png

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Column Headers

RMA #

manage_returns_RMA__.png

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.

Return Column

manage_returns_Return_column.png

Note: The Return column will only be visible if the Return In Store setting has been enabled.

The Return column will display the following:

  • By Mail

  • In Store

Customer Column

manage_returns_Customer_column.png

 

This column will display either the shopper or giftee email address associated with the RMA.

Refund Column

manage_returns_Refund_column.png 

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)

manage_returns_Refund_values_pub.png

Status

manage_returns_Status_column.pngThe table below details RMA status and their respective descriptions.

manage_returns_Status_Table.png

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Manage Returns: Tabs and Statuses

All initiated and submitted RMAs are logged within the Manage Returns section of the Return Manager. Each is categorized by real-time status within one of the following five (5) tabs. Each tab will reflect a numerical count of the total number of RMAs currently included therein.
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Transitions across these statuses can be automated or manual, and are driven by key events throughout the lifecycle of an RMA.

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Note: For further details on Pending Refund, please see our dedicated "Pending Refund" article.
For Missed Delivery Deadline: See our "Missed Delivery Deadline" article.
 
To learn about managing individual RMAs, please go on to the next article.

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> Next: Managing an RMA
+ Related: Understanding RMAs (Return Merchandise Authorization Numbers)

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