Step 2 (Magento 2 Enterprise only)
It will be required to disable Disable the native Magento 2 RMA functionality to prevent any confusion.To do thisavoid any conflicts:
Migrating RMA from
Magento 1 to Magento 2
I know before migrating the Aheadworks RMA for M1 to RMA for M2?
A similar migration process is highlighted described in the educational Video Guide on the Aheadworks Youtube channel. Don't forget to enable subtitles to for the video to follow the data migration process.
Below , you can see the migration guide with more detailed step-by-step description.
Describing the Migration ProcessExplanation
The migration process consists of the two stages.
Stage 2. Migration
Requests Request data is transferred as it is with the preservation of the order_id, customer_id, product_id, and store_id fields. Therefore, it is important that for all orders, products, customers, and stores to match each other.
When you transfer request statuses, the following conformance pattern is used:
The Magento 2 RMA extension handles all the key aspects of return merchandise management:
In the backend, the module generally consists of 4 grids and the configuration page. Store admins can create/monitor return requests, configure email alerts along with canned responses, exchange messages with customers in the dedicated thread (and optionally leave internal notes not visible to requesters and attach files to the thread), and add custom fields to the request form. On the storefront, customers can monitor their requests from the separate section, create new requests as well as use the same message thread functionality as in the admin area.
The Magento 2 RMA extension comes ready for work right after installation. Once installed RMA extension , it introduces the 'My Returns' section to the a customer account page and the 'Create New Return' link to the store footer. Both links lead to creating By following both of the links, you can create a new RMA request.
Along with the 'My Returns' section and the 'Create New Return' link, customers can request an RMA a return from the order details view page of in the 'My Orders' account section. To do this, they should click on the 'Request Return' active link on the order details page.
Now, let's request an RMA the return from the 'My Returns' section. To do this, click button .
On the 'Select order to create RMA' screen specify , choose the order that you want to request an RMA forreturn.
Image RemovedImage Added
Next, select order the item(s) you want to return and specify the item quantity (if you need to return several items). At this very step specify an RMA Resolution - Refund or Replacement - and select Choose the Resolution for the return and Package Condition. These Those are the Custom Fields custom fields that come with the RMA extension by default.
Once done, click button to proceed to the next step.
When the items are selected and custom fields are filled in, you can add a message to your request, the . The message will be emailed to the store administratoran admin.
Once done, click Image Modified button . RMA The request has been is submitted.
All the RMA request-related information allong along with the messages message thread can later be found under in the 'My Returns' section.
RMA extension introduces its sections to the Sales admin dashboard section of your Magento 2 store.
'Manage RMA' is the main section of the extension.
Here you are suggested to approve, cancel and can manage all the RMA requests submitted by customers or admins you and your customers. With the 'Actions' box above the grid, you can change the request status individually or massively .
You may want to start with adjusting the RMA grid according to your requirements:
With the RMA grid configured you can start managing and creating new RMA requests:
Creating RMA Requests from the Backend
In order to To create a new RMA return request, click Image Added above the New Request buttongrid.
The'New Request' page consists of several sections:
Messaging is possible in several ways.
In addition to messages, you can also attach some files to the newly created request.
As soon as the new RMA request is created, you can manage it the same way as the other request requests created by customers themselves.
Managing RMA Requests
Click RMA Request ID the Request's id (all id's are presented as active links in the 'Request #' column) to proceed to the 'Manage Request screen' page. The manage Request page looks almost the same way as the 'New Request form except that it has the Status and ' page. The only difference is that the 'Status' and 'Last Update date' parameters included. On this page, you can change request statuses and communicate with customers.are presented there.
On this page, you can close, cancel, and approve the request requests pending an approval.
ApprovingrequestLet's leave a message and approve
Approve the request by clicking button .
Now the email notifying the customer on about the new reply and request status update will be sent.
Customer Customers will now have the option to print shipping labels enabled (to be included in the RMA package) and be able to confirm that the package has been sent back to your store.
Note: The Magento 2 RMA extension for Magento 2 doesn't offer any refunding or postal services. The refunds Refunds are processed manually by any means necessary.
Adjusting RMA Options and Settings
Statuses and Email Templates
As it has been mentioned previously was previously mentioned, the RMA extension comes set up and ready for work right after the installation. However, if it is required If required, you can always adjust RMA request statuses and edit the notification emails sent to both customer and store administrator to correspond your requirements.
There are seven 7 RMA request statuses, each defining a particular stage of the RMA process.
Depending on the request's type, it is also possible to send an email notification to the customer, store administrator, or both.
Along with defining email templates for email notifications, it is also possible to you can edit the request thread's message to be displayed upon RMA the request obtaining a particular status.
In As we already described in the Getting Around section, when submitting an RMA the request, you have been are suggested to fill in RMA the Resolution, Package Condition, and Reason for asking RMA sections to ask for the return.
These are all pre-defined Custom Fileds All those are the predefined custom fields that come with the RMA extension by default and . They can be edited here at in the 'Custom Fields' section.
Along with editing the Custom Fields that come with the extension by default custom fields, you can also create the additional Custom Fields ones depending on the products or services you are offering.
To create a Custom Field new custom field, click button :
Once done with the Custom Attribute new field, click button .
The Custom Field has been created and can now be found at the custom field is created. It can be found in the previously set area of the RMA request page.
The From the 'Canned Responses section allows creating ' grid, you can create fast responses to that can be used for status updates and other simple messages sent to customers. On the Canned Responses page, you You can manage the existing responses either individually or massively and create new canned responses.
The Select drop-down of the Action column allows you to With the 'Select' box in the 'Action' column, you can edit or delete individual the selected responses, while the Actions drop-down leftwards 'Actions' box above the grid makes it possible to change the status or delete several selected responses at oncethe selected response(s).
Creating a New Canned Response
In order to To add a new canned response tap the 'Add Canned Response' button and enter the 'New canned response' page. The page allows you to , click Image Added above the grid. On the following page, you can enable the response, provide its title, Magento select the appropriate store view , and response specify its content.
Order Page Improvements
If you want to see all the RMA return requests created for a particular order, you can do this right from the Order View order view page. The 'Returns' section enumerates all the created requests in the dedicated grid. In order to manage a certain request, you need to click the active link with the ID of the request in the 'Request #' column.
The New Return option of the main menu allows creating an RMA request at With Image Added above the grid, you can create return requests on the spot.
Text Blocks and Policy
This settings setting section allows displaying displays CMS blocks at the specific RMA request steps.
Every field represents the corresponding step with the dropdown box of all CMS blocks available at in the store.
This settings setting section allows defining defines your RMA department's credentials such as : the name displayed, RMA Department email, RMA Department and address.
This settings section allows defining templates for the email notifications about setting section defines email notification templates about the new reply by the store administrator to the customer's RMA request (Reply by Admin) and about the new reply by the customer to the RMA request (Reply by Customer).
This settings setting section makes it possible to allow for customers to attach files to their RMA return requests. Here you can also specify the maximum size of the uploaded files in Mb megabytes and available file extensions.
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