RMA extension comes ready for work right after installation.
Once installed RMA extension introduces My Returns section to the customer account page and Create New Return link to the store footer. Both links lead to creating new RMA request.
Along with My Returns section and Create New Return link customers can request an RMA from order details page of My Orders account section.
Let's request an RMA from the My Returns section. To do this click button.
At the Select order to create RMA screen specify the order you want to request an RMA for.
Next, select order item(s) and specify the item quantity (if several).
Once done, click Image Removed button to proceed to the next step.
At this very step specify an RMA Resolution - Refund or Replacement - and select Package Condition. These are the Custom Fields that come with RMA extension by default.
Below RMA Resolution and Package Conditions specify an RMA Reason for order item(s) and leave a message to the store representatives if necessary.
Once done, click Image Added 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 message will be emailed to the store administrator.
Once done, click button.
RMA request has been submitted.
All the RMA request information allong with the messages thread can later be found under My Returns section.
RMA extension introduces its sections to the Sales admin dashboard section of your Magento 2 store.
This is the main section of the extension. Here you are suggested to approve, cancel and manage all the RMA requests submitted by the store customers.
You may want to start with adjusting the RMA grid according to your requirements:
With the RMA grid configured you may want to start managing RMA requests.
Let's approve the RMA we have submitted in the Getting Around section.
Replying to the RMA
Click RMA Request ID to proceed to the Manage Request screen.
At Manage Request screen you are suggested to:
Here, you can see General Information of the RMA request including:
And a numer of custom fields that you have created. Below the customer information is displayed.
At this screen you can Confirm Package Receiving, Issue Refund and send messages to the customer.
Let's leave a message as per screenshot and approve the request by clicking button.
Now the email notifying customer of a new reply and a request status update will be send.
Customer will now have options to print shipping label (to be included in the RMA package) and confirm that the package has been sent back to your store.
Confirming Package receiving
After the request has been approved and customer confirms that the package has been sent back to your store you will need to confirm that the package has been received.
Do that by clicking button.
Closing a request
Now, depending on the customer's request type, you can either the RMA or .
The original request was for a replacement, let us consider receiving a package from customer and sending a Tee of a correct size back and resolve the RMA by closing it.
That's it. The RMA request has been sucessfully resolved and customer received a replacement. Let's proceed to the RMA extensions settings.
Adjusting RMA options and settings
Statuses and Email Templates
As it has been mentioned previously RMA extension comes set up and ready for work right after the installation. However, if it is 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 RMA request statuses, each defining particular stage of the RMA process.
Depending on the request type it is also possible to send an email notification to customer, store administrator or both.
Along with defining email templates for the email notifications it is also possible to edit the request thread message to be displayed upon RMA obtaining particular status.
In the Getting Around section when submitting an RMA request you have been suggested to fill in RMA Resolution, Package Condition and Reason for asking RMA.
These are all pre-defined Custom Fileds that come with the RMA extension by default and can be edited here at Custom Fields section.
Along with editing the Custom Fields that come with the extension by default you can also create additional Custom Fields depending on the products or services you are offering.
To create a Custom Field click button:
Once done with the Custom Attribute click button.
The Custom Field has been created and can now be found at the set area of the RMA request page.
RMA text blocks and Policy
This settings section allows displaying CMS blocks at the specific RMA request steps.
Every field represents corresponding step with the dropdown of all CMS blocks available at the store.