Magento 2 Product Return RMA...customers can then create RMA requests only for selected product types. Return Policy – Admin can easily set up terms and conditions for RMA requests

Product Return RMAwebkul.com/blog/magento-2-product-return-rma/

RMA (Return Merchandise Authorization) is the process of returning a product in orderto receive a refund, replacement, or repair during the stipulated time-period.

Product Return RMA – Integrate RMA system in your online store and manage customerrequests related to product return, refund, exchange and order cancellation. With the helpof Product Return RMA, even the guest users can create an RMA request.

Features

Send and recieve file attachments with the messages.Create customizable fields for the RMA Request Form.Guest Customers can generate RMA too.Buyer and Admin can communicate using RMA system.RMA History with Filters and Pagination.Show Return Policy Page to customers.Dynamic order selection with various option.Print RMA details and shipping label easily.The customer can also enter consignment number and upload images after RMAgeneration.The admin can manage RMA status as well as Reasons.The customer and the admin receive notification emails.Using Return Quantity, the admin will return RMA quantity to their store.The admin can select the allowed product types for RMA.

Module Configuration

After the successful installation of the RMA module admin will be able to view the RMAsystem configuration setting under Store>Configuration>Webkul RMA.

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Allowed Product Types for RMA – The admin can select product types for RMA. Thecustomers can then create RMA requests only for selected product types.

Return Policy – Admin can easily set up terms and conditions for RMA requests and showthem to customers/guest. Customers/guest will not be able to create a request withoutaccepting the RMA policy.

Admin Name and email id – Admin can send or receive the notification message usingthis Email Id and name.

Enter Days – Admin can select or enter a number of days up to which customer canrequest for RMA after placing the order. If the number of days will exceed from order dateto RMA requesting date then the customer can not request RMA of that order.

Select Allowed Order Status – The customer can file RMA only for those statuses of the2/18

order which is selected by Admin. If admin will select “Complete” in “Select Allowed OrderStatus” then the customer can select only that item for RMA which is shipped from thatorder. If admin will select “All status” then the customer will able to register RMA with allstatus such as – processing, pending, complete etc.

Allow New RMA Request For Cancelled Requests – If Yes is selected, the customer willbe able to generate new RMA requests after canceling the previous one. If No is selected,the customer will not be able to create second RMA request for the same order aftercanceling the first one.

Allow New RMA Request For Declined Requests – If Yes is selected, the customer willbe able to generate new RMA requests again even if the admin has declined the previousone. If No is selected, the customer will not be able to generate another RMA request onceit is declined by the admin.

New RMA Message to Customer – Enter the default message for the customer, when theRMA is generated successfully.

RMA System Management

Manage Reasons

Admin can manage RMA reasons under RMA System>Manage Reason. The admin cansee all the RMA reason in the list and edit the existing RMA reasons. These RMA reasonswill be displayed while creating an RMA request.

Admin can delete or change the status of the RMA Reasons.

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After clicking on RMA reason below page will be open in which admin can enter RMAreason, status and save it.

Manage Shipping Label

Admin can easily create shipping labels for new and existing orders under RMASystems>Manage Shipping Label. Admin can delete the shipping labels or can changethe status of the shipping label. Please Note – There is no need to add extra shippingcharges for the product while managing the refund or exchange request.

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On clicking on Shipping Label, admin can see the preview of that shipping label.

After the clicking “Add New” a new page will open where Admin will enter the Title, labelimage, price, and status.

Manage RMA Custom Fields

The admin can create customizable fields for the Request New RMA form, please followRMA System>Manage RMA Custom Fields. Various types of fields can be created such

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as – radio button, checkbox, dropdown, text, text area, or multiple select. The admin canshow or hide the custom fields by changing the status to enabled/disabled from the Actionsmenu.

The RMA Custom Fields allows the admin to retrieve additional information from thecustomers.

Add New Field

For creating a new field for the RMA Request form, please click ‘Add New Field‘ button.After that, the admin needs to provide the following information:

Field Label – Enter the name of the custom field that will appear on the frontend.

Field Code – Give any code for the custom field, this will not appear on the frontend.

Type – The following types of fields are available:

Text – A single line input field for text.Text Area – A multiple-line input box for paragraphs of text.Dropdown – A drop-down list of options. Only one item can be selected at a time.Multiple Select – A drop-down list of options that accept multiple selections.Radio Button – A set of options that allows only one to be selected at a time.Check Box – A checkbox is a variation of a yes/no option. If the form has more thanone checkbox, multiple selections can be made at the same time.

Option – Now, the admin needs to provide all the options that the customer will select.Please use the following code. value1=>label1,value2=>label2

For example – value=>Request Pickup,value=>Self Return

Sort Order – Set the sorting order of this field using 0,1,2,3 etc.

Value Required – Select Yes if you want to make this field as the required field. Thecustomer will not be able to submit the RMA request unless they fill this field information.

Status – To show this custom field on the frontend, select Yes. Otherwise select No forhiding this field.

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Create New RMA Request

The customer can navigate the RMA section from the My Account. Here the customer cancreate a new RMA by clicking ‘Request New RMA‘ button. The customer can also see allthe RMA created and filter them using various options.

Cancel – If the customer wants to withdraw the RMA request, the customer can simply clickthe Cancel link and confirm. The RMA request will be canceled.

New RMA Form1. First, Select the order for which the RMA request needs to be created.2. Then, the customer needs to Select the product(s) with Return Quantity.3. Select the Reason for creating the RMA request.4. Option to Upload images with the RMA request.

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5. Select Product Delivery Status as Delivered or Not Delivered. If the Deliveredoption is selected, the customer needs to select the Package Condition as Open orPacked.

Resolution Type –

1. Refund: If the buyer is not satisfied with a product, a refund will be made here.2. Exchange: If a buyer needs to exchange an item for a different size, color etc, the

buyer can exchange that item through this resolution type option.3. Cancel Items: If an order status is in pending status, the buyer can request an RMA

for canceling the items ordered.

Additional Information – The customer can provide some additional information with theRMA request. The custom fields are also visible here.

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View RMA9/18

After clicking on view option below page will be open with that particular RMA. If RMAstatus is Processing or pending then there is an option for the customer to mark as solved.If RMA status is solved then the customer can reopen that RMA.

Send Attachment – The customer can send and receive file attachments with themessages.

RMA History & Conversation – The customer can view the complete timeline related tothe RMA request.

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Print Shipping Slip

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Print Shipping Label button will be visible only after the admin approves the RMA requestfor exchange. The customer can then print the shipping label for returning the item. Afterclicking Print shipping label, the customer will redirect to print page.

Guest Login for RMA

Magento 2 RMA module provides RMA for the guest user also. You just need to click theRMA Guest Login link in the footer section. After clicking on this link you just need to entertheir correct Order ID and Email.

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Once the guest user enters the detail, they can click ‘Request New RMA‘ button. The restof the workflow is same as for the registered customers. So, if a guest users want to checkthe status of the RMA, they can use the same email address and order ID for login.

New RMA Request

The guest user needs to provide the following information and submit the RMA request.

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After the generation of New RMA, Customer/Guest will receive an Email.

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Manage All RMA Requests

The admin can view all RMA request ( Registered Customer and Guest Users) under RMASystem>Manage All RMA like the below image.

Manage RMA

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Admin can manage all RMA request by navigating to RMA System>Manage AllRMA>View. After clicking on particular RMA, the admin will be able to see the whole RMAdetails generated by the customer. Please view the below screenshot:

Send Attachment – The admin can send and receive file attachments with the messages.

The admin will first select the refund item, enter any message for the customer. Then,select the Status as Refund Initiated, select Payment Type as Full or Partial. If PartialPayment is selected, the admin needs to enter the partial refund amount.

Click Update button to save the changes in the RMA request.

RMA Status16/18

When the customer creates a new RMA request, its status will be pending. After viewingthe RMA requests, the admin can select RMA status according to the resolution typeselected by the customers.

Refund

When the customer selects the resolution type as Refund, the admin can select thefollowing RMA status:

RMA Approved – If the admin has accepted the RMA request of the customer, the admincan change the status to RMA Approved.

Package Received – If the admin has received the product from the customer, the admincan change the status to Received Package.

Refund Initiated – When the admin releases the payment to the customer, the admin canuse this status for informing the customer.

Declined – If the admin rejects the request submitted by the customer, the admin canselect this status.

Solved – When the customer receives the refund, the admin can use this status.

Cancel Items

When the customer selects the resolution type as Cancel, the admin can select thefollowing RMA status:

Declined – If the admin rejects the request submitted by the customer, the admin canselect this status.

Item Canceled – If the admin accepts the RMA request of the customer for canceling theordered items, it can use this status.

Exchange

When the customer selects the resolution type as Exchange, the admin can select thefollowing RMA status:

RMA Approved – If the admin has accepted the RMA request of the customer, the admincan change the status to RMA Approved.

Package Received – If the admin has receives the product from the customer, the admincan change the status to Received Package.

Package Dispatched – If the admin ships the new exchanged product to the customer, theadmin can use this status.

Declined – If the admin rejects the request submitted by the customer, the admin canselect this status.

Solved – When the customer receives the exchanged product, the admin can use thisstatus.

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That’s all for the module, still have any issue feel free to add a ticket and let us know yourviews to make the module better http://webkul.uvdesk.com/

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