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MAGEDELIGHT.COM EMAIL: [email protected] Return Merchandise Authorization - Magento 2 USER MANUAL

RETURN MERCHANDISE AUTHORIZATION – MAGENTO 2 · EMAIL: [email protected] Return Merchandise Authorization - Magento 2 ... After successful installation of RMA (Return Merchandize

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Page 1: RETURN MERCHANDISE AUTHORIZATION – MAGENTO 2 · EMAIL: SUPPORT@MAGEDELIGHT.COM Return Merchandise Authorization - Magento 2 ... After successful installation of RMA (Return Merchandize

MAGEDELIGHT.COM EMAIL: [email protected]

Return Merchandise Authorization - Magento 2

USER MANUAL

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Introduction:

Make RMA seamless to the shopper and bring your customer service to a new level, MageDelight’s RMA

extension is designed to help you manage product exchanges and returns in the most effective way. A

customer has all the necessary tools to monitor request processing and interact with store personnel. Store

personnel are provided with a straightforward, step by step process for dealing with return merchandise

authorization requests.

Configure Extension:

License Key:

After successful installation of RMA (Return Merchandize Authorization) Magento 2 extension by using the

Magento setup, you are now required to configure the license key in the admin configuration section. You

can set it from:

Admin Control Panel >RMA > Settings > License Configuration

OR

Admin Control Panel >Stores > Configuration > Magedelight > RMA -> License Configuration

As shown in the screenshot below:

You will find two text boxes asking for Serial Key and Activation Key, which you can find in the email you

received upon the purchase of extension.

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Return Merchandise Authorization (Back-end settings):

General Configuration:

You can configure Return Merchandise Authorization extension through configuration section,

Admin Control Panel > RMA > Settings > General Configuration

Enable: To enable/disable RMA feature from here. It has two options, select “Yes” to enable and “No” to

disable this feature.

Allow guest to make a return product request: If you want to allow your guest user to make return product

then set as “Yes” else set as “No”.

Default status for new RMA: You can set default status for your RMA request from here. When user will

initiate a return request, this status will be set by default to your return request.

After confirmation status for new RMA: You can set default status to be set, once buyer’s confirms shipping.

A Shipping confirmation label: You can set a customized title of “Confirm shipping” pop-up from here. A Pop-

up will appear buyer’s side on click of “Confirm Shipping” button.

Shipping confirmation text: You can set customized description of “Confirm shipping” pop-up from here. Pop-

up will appear buyer’s side on click of “Confirm Shipping” button.

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RMA Email Template:

You can configure email template through below section,

Admin Control Panel > RMA > Settings > RMA Email Template

New RMA Email Template: You can set default email template to send email to registered buyer, when buyer

generates a new RMA request.

New Guest RMA Email Template: You can set default email template to send email to guest buyer, when

buyer generates a new RMA request.

RMA Comment Email Template: You can set default email template to send email to the buyer, when any

comments added to RMA request.

RMA Conditions:

You can configure RMA conditions through below section,

Admin Control Panel > RMA > Settings > RMA Conditions

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Maximum time period for RMA after order completion (in days): You can set maximum days to allow RMA,

once order is completed.

Max attachment size (in MB): You can set the maximum size to allow to upload attachments.

Allow to request RMA if order has status: You can set “Order Status” which are allowed to request RMA.

RMA Department:

You can configure RMA Departments through below section,

Admin Control Panel > RMA > Settings > RMA Department

RMA Department Name: You can set RMA department name from here.

RMA Department Email: You can set RMA department email here.

RMA Department Address: You can set RMA department address here.

RMA Resolution Status:

You can configure RMA resolution status through below section,

Admin Control Panel > RMA > RMA Attributes> Resolutions

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Resolution Status List: You can see previously added resolution status in grid view as above image.

Add New Resolutions: You can add new resolution status by clicking on this button. See below image,

Action > Edit: You can edit an existing resolution status from here. You will be redirected to a new page with

existing values, Modify values and click on “Save Resolution” on top. See below image,

RMA Conditions:

You can manage RMA conditions through below section,

Admin Control Panel > RMA > RMA Attributes> Conditions

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Conditions List: You can see previously added conditions in grid view as above image.

Add New Conditions: You can add a new condition by clicking on this button. See below image,

Action > Edit: You can edit existing condition from here. You will be redirected to new page with existing

values, Modify values and click on “Save Condition” on top. See below image,

RMA Statuses:

You can manage RMA statuses through below section,

Admin Control Panel > RMA > RMA Attributes> Statuses

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Status List: You can see previously added statuses in grid view as above image.

Add New Status: You can add new status by clicking on this button. See below image,

Action > Edit: You can edit the existing status from here. You will be redirected to a new page with existing

values, Modify values and click on “Save Status” on top. See below image,

RMA Reasons:

You can manage RMA reasons through below section,

Admin Control Panel > RMA > RMA Attributes> Reasons

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Reason List: You can see previously added reasons in grid view as above image.

Add New Reason: You can add a new reason by clicking on this button. See below image,

Action > Edit: You can edit existing reason from here. You will be redirected to new page with existing values,

Modify values and click on “Save Reason” on top. See below image,

RMA Custom Fields:

You can manage RMA reasons through below section,

Admin Control Panel > RMA > RMA Attributes> Custom Fields

Custom Field List: You can see previously added fields in grid view as above image.

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Add New Field: You can add new fields by clicking on this button. See below image,

Action > Edit: You can edit existing fields from here. You will be redirected to new page with existing values,

Modify values and click on “Save” on top. See below image,

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RMA Management:

You can manage RMA reasons through below section,

Admin Control Panel > RMA > RMA Management > RMA List

Add New RMA: To request new return, click on “Add New RMA” button, it will redirect you to below page to

choose order from all placed orders.

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Once you select the order from above list, it will redirect you to detailed order and the RMA request page as

below,

Provide mandatory details and “Save” the request.

Edit RMA: From RMA List, you can edit RMA. The same above page will be shown to you. You can track previous

history from “RMA HISTORY” tab at the last on the page.

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Return Merchandise Authorization (Front-end settings):

Buyers can manage RMA through below section,

My Account > RMA > RMA List

New Request for Return: Buyer can click on this button to add new return request. By clicking on this button,

you will be asked for select an order for which you want to request a return. Select order number from

dropdown and click on “View Order” button. It will display order details on same page. You will get all products

available in that order, you can select multiple product for return by selecting checkboxes. Provide

comment/reason for return and click on “Submit Request” button to request for return. Select See below

image,

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View: You can see all requested returns from RMA List. Click on “View” button to check details of particular

return request. You can add comments from here for request. The Comment will be visible to the merchant.

See below image for more details,