How to perform a return/exchange

using the RMA feature in OMS - Return Merchandize Authorization

Performing an Exchange

In order to perform a Refund or an Exchange your package needs to be marked as “shipped” If your order is in Ready state, the RMA (Return Merchandize Authorization) feature will not be available

Select and open the order you want to perform an Exchange

Click on the “RMA” tab Click new RMA

You will see all information from that order listed by rows:

Tick the box of the item(s) you are going to Exchange

Product: All Products from that order

State: Shipment State

Charged: Taxes

Amount Before Sales Tax: Amount before tax

Reimbursement Type: Options to reimburse from original method of payment or Store Credits if available if your system

Exchange For: Products listed will display in the dropdown. Usually you'd want to exchange from within the same family - i.e., Diff size, Diff color and such

Reason: reasons are listed in dropdown Stock Location: This will need to be defined for your business Memo: Provide any pertinent information you need necessary to that RMA Click Create

It will always good practice to click on Edit once your RMA has been created to make sure that there are no errors.

Click Customer Returns tab and click on New Customer Refund In the RMA table: Select your product you're exchanging and uncheck ALL items under Resellable column Reception status: Select what fits your business best. An example would be if a customer has shipped the item back to you select " Received" Reason: Should be the same as previous screen Stock Location: This will need to be defined for your business Click Create From this point forward you don’t make any changes to the fields, you just click the following: Create Reimbursement. Click Reimburse Double check refunds match in the payment tab

you are done performing an RMA