Returns/Refund Flow (RMA)
How to Use the RMA Process in OE to Return Orders:
If you need to return an order in OE, you can use the RMA (Returns / Refund) process to do so. Here's a step-by-step guide on how to use this feature:
Step 1: Go to the Deliver Tab
To start the RMA process, go to the Deliver tab in OE and find the order that you want to return.
Step 2: Click on the "Initialize Return" Button
Once you have found the order, click on the "Initialize Return" button. This will open a pop-up window that will ask you if you want to return the order partially or completely.
Step 3: Choose Partial or Complete Return
Select the option that applies to your return. If you select "Complete Return," the order will be moved to the Pending Return tab. If you select "Partial Return," a new pop-up will be displayed where you can select which SKU you want to return and in what quantity.
Step 4: Submit Partial Return
If you have selected a partial return, submit it. The order will then move to the Pending Return tab.
Step 5: Add Return Reference Key
In the Pending Return tab, you can add a "Return Reference Key" to your return. To do this, click on the "Add Return Reference" button in the Brand Details section under "Order Details." You can also edit this key as needed.
Step 6: Accept Return
When you receive the returned parcel, click on the "Return Accepted" button in the Pending Return tab. This will open a new pop-up window that will ask you for the reason for the return and any tags you want to add (such as "QA Responses" or "Return Received"). Select a reason and tags and then click "Yes" to return the order. It will then move to the Returned Orders tab.
Step 7: Initialize Refund Process
In the Returned Orders tab, you can start the refund process by clicking on the "Initialize Refund/Pending Refund" button. This will open a pop-up window that will ask you if you want to refund the order fully or partially.
Step 8: Choose Full or Partial Refund
In the Pending Refund tab, if you select a full refund, a tag will be added to the order and it will be moved to the Dead Orders tab. If you select a partial refund, you will need to enter the partial refund amount (which cannot be greater than the original order amount). The order will then also move to the Dead Orders tab and a tag of "Partial Refund" will be added
By following these steps, you can easily use the RMA process in OE to return orders and initiate refunds.