Laravel eCommerce Multi-Tenant SaaS RMA

Laravel eCommerce Multi-Tenant SaaS RMA extension allows the Laravel e-commerce multi-tenants to manage their customers’ product returns, refunds, and exchanges.

It uses the RMA (Return Merchandise Authorization) system to streamline the process of handling returns, refunds, and exchanges for each tenant.

Note – To use this extension, you must install Laravel e-Commerce Multi Company SaaS Module first.

• Customers can request RMA to cancel order.
• Customers can generate RMA for Return/Exchange.
• Customer will be able to send message over the request of RMA.
• Dynamic selection of items for an order for making RMA request.
• Admin will create the RMA reasons.
• Admin will be able to send message over the request of RMA.
• Admin can see the list of all the RMA.
• Admin can solve the Requested RMA for products.
• Guest user can request a RMA to cancel order.
• Guest user can generate RMA for Return/Exchange.
• Admin can set “Default Allowed Days” to create RMA by buyer.
• Supported product types are Bundle product, Grouped product, Configurable product, Simple product.
• The admin can manage RMA status as well as Reasons.
• The admin can select the allowed product types for RMA.
• The RMA reasons will be based on resolution types.
• Now create RMA Rules with resolution time.
• Print RMA details
• The admin can create the RMA on behalf of the customer.
• The admin can set the RMA YES/No on a particular product.
• The return/Exchange window will be visible on the “New RMA” page while creating a new RMA.
• RMA Custom Field has been added to the Create customizable fields for the RMA Request Form.
• Guest Customers can generate RMA too
• Return Policy has been added on RMA Configuration.
• “Allow File Extension” on RMA configuration that helps to added the particular type of the Extension image.
• Send and receive file attachments with the messages.
• Buyer and Admin can communicate using the RMA system.
• RMA History with Filters and Pagination.
• Show the Return Policy Page to customers.
• Using Return Quantity, the admin will return the RMA quantity to their store.
• The customer and the admin receive notification emails.

Note: Please follow the Bagisto SAAS RMA README for the installation process exclusively. Do not refer to or follow any instructions provided in the Bagisto RMA README.

Unzip the respective extension zip and then merge “packages” folders into project root directory.

Go to config/app.php file and add following line under ‘providers’:-

Webkul\RMA\Providers\RMAServiceProvider::class,
Webkul\SAASRMA\Providers\SAASRMAServiceProvider::class

Go to composer.json file and add following line under ‘psr-4’:-

"Webkul\\RMA\\": "packages/Webkul/RMA/src",
"Webkul\\SAASRMA\\": "packages/Webkul/SAASRMA/src"

Goto config/bagisto-vite.php file and add the following line in viters array

'rma' => [
    'hot_file'                 => 'rma-default-vite.hot',
    'build_directory'          => 'themes/rma/default/build',
    'package_assets_directory' => 'src/Resources/assets',
],

Run these commands below to complete the setup:-

composer dump-autoload

php artisan optimize:clear

php artisan rma-saas:install

> Now register a new company for the tenant.

After successfully installing the module, the tenant has to configure the RMA module. The tenant needs to navigate to Configuration < Sales < RMA.

From the configuration settings, the admin will click on the RMA section and navigate to its settings.

Let’s go through the Configuration Settings one by one

Enable RMA – To enable or disable the module functionality.

Default Allowed Days – The number of days in which the customer can request RMA after placing an order.

Allow New RMA request for pending order – Enable or disable the pending order RMA requests.

Return Policy – Admin can add and update the return policy from this option.

Allowed File Extensions – Add the type of file you would like to allow.

New RMA Message to Customer – Set the message that will be displayed to customers.

Allowed New RMA request for Canceled Request – Select yes or no to allow new RMA requests for canceled requests.

Allowed new RMA request for Declined Request – From this dropdown select yes or no to allow new RMA request for declined requests

Additional Fields

Allowed RMA for Product – Here the admin can select the option of all products or specific products.

Select Allowed Order Status – Admin can select the option of all status or complete.

Allow Product Type for RMA – From here the admin can select the product type whether it is a simple, configurable, or virtual product, etc.

RMA Admin End Working

Now, the Admin can navigate to RMA from the left menu. After clicking on RMA there are six sections.

RMA:- Under this, multiple requests are generated by the customers.

Create RMA:- In this field, the admin can check the Order ID, customer name, order date, the total amount paid, pay via option, RMA status, and action to submit the customer’s RMA request.

Once the admin clicks the action button icon, further there will come a popup in which the admin can see the customer’s RMA request.

In the RMA request, the admin will see the product details, and options to set the RMA quantity, select its resolution type, reason, product delivery status, and additional information.

Lastly, the admin submits the RMA request.

Reasons:- In this field, the admin can see the RMA reasons for the customers, those reasons can be used by the customers while generating RMA request.

On Admin Panel, click on RMA>>Reasons>>Create New Reason then enter the Reason, Status, Position, its Resolution Type and click on the Save.

How to create RMA Rules?

Now, the admin can create RMA rules by navigating to the RMA Rules section.

After navigating to the RMA section, the admin will click on Create RMA Rules, and from there the admin can set the rule details which include –

• Rule Title – Enter the RMA rule title.
• Status – Toggle button to enable or disable the rule.
• Rule Description – Enter the description to define the RMA rule.
• Resolutions Period – Provide the number of days for the resolution of the RMA.
  • Exchange Period(Days)
  • Return Period(Days)

Lastly, click on Save RMA Rules.

RMA Status

From the navigation bar, the admin will navigate to the RMA>>RMA Status. Further, the admin can see the created RMA status and edit them as well.

Now, the admin can also create a new RMA Status by clicking on Create New RMA and the basic details like title, status, and color.

After adding the above details, the admin will click on Save RMA Status.

How to create RMA custom fields?

From the navigation bar, the admin will navigate to RMA>>RMA Custom Fields.
Here, the admin can see the already created RMA custom fields and edit them as well.

Now, from the right top corner the admin will click on Add New Field and further navigate to the create new rma field page.

From, where the admin can set the status, label, code, position, type, and validations to the new RMA field.

Admin can set the number of days before which RMA request must be generated from the customer’s end. Admin just need to navigate to the Configure>>Sales>>RMA.

Default Allowed days:- In this field, the admin can input the number of days before which customers can generate RMA request to return or replace.

The admin can also enable to allow RMA for cancelled request.

Click on Save Button.

Customers can see the option of RMA in its profile. To generate RMA request for the orders customers need to click RMA>>Request new RMA

After hitting on the New RMA Request button the page that generates contains several fields that required to be filled.

How to create a new RMA request?

On the New RMA Request page, the customer can check the basic order details and click on action button to submit request.

On the new request submission page, the customer can enter the details –

• Select the product.
• Enter the RMA quantity.
• Select the resolution type.

• Enter the product delivery status.
• Enter the reason and additional information.

• Attach the image.
• Click on the checkbox to accept the policy.
• Submit the request.

Under the Status details, section customer can check the following things such as:-

• RMA status.
• Order Status.

Under the Close RMA section, customers can select the RMA as solved whenever his request is solved by the the Admin.

Send Message:- In this field, customers must send the message to the admin regarding the RMA.

Click on the Send button.

When the admin has created the invoice and shipment for the product

Customers profile
In this scenario, all the steps are the same as mentioned above but whenever a customer will create a new RMA request.

There is a change in the select resolution field and product delivery status field on the New RMA Request page as described below:-

Select Resolution:- Customer can select the option between Return and Exchange from the dropdown.

Product Delivery Status:- Customer can select the option between delivered and not delivered in this field.

The Customer can also add the image of the delivered product and select the product condition whether it is open or packed.

Additional Information:- Customers can also add additional information in this field if requires.

Return Pickup Time:- Customer can select the return pickup option i.e. morning, afternoon, and evening.

After hitting on the Create button the customer can find the requested RMA in the RMA section as shown below:-

Click on the Send button.

The admin/tenant can see all the RMA under Sales>>RMA

RMA for non delivered products

In this section, the admin can see the RMA request with the RMA id the admin needs to click on the eye icon to see all the details of the RMA.

After clicking on the eye icon the page that generates carries all the details of the RMA request.

Change status:- In this field, the admin can select the RMA status as Pending, Awaiting, Received Package, Declined or Item cancelled and Accept. After selecting the status click on the Save button.

Under the Status Details, the admin can also see the status regarding the RMA such as RMA Status, and Order Status.

Conversations:- Under this section the admin can see the message sent by the customers.

Enter Message:- The admin need to send the message back to the customers.

After writing the message regarding the RMA the admin need to click on the Send button

Customer will also get the notification through email regarding the RMA request.

Once the admin has canceled the order the customer can see that the RMA is solved by the admin as shown below:-

For the Delivered products and those whose invoice and shipment is created

On clicking the eye icon page, under the RMA detail page in change status section admin can select the status between the following.

• Pending:- When the RMA request is in pending mode.
• Not Received Package Yet:- When the admin has not received the package back from the customers.
• Received Package:- When the admin has received the package back from the customers.
• Dispatched Package:- When the admin has dispatched another package in exchange for the older one.
• Declined:- When the admin has declined the RMA request generated by the customer.

For some reason when the admin has declined the RMA requested by the customer as shown below:-

In this case the Customer can again reopen the declined RMA by hitting the edit icon as shown below:-

After clicking on the edit button the declined RMA will look like shown below:-

By Clicking on the Reopen Request the customer can again send RMA for the same order. And the status will again change from declined to Pending for the customer as shown below:-

How to allow Guest users login and generate RMA?

Guest users can see the option to login from the right corner RMA icon.

The guest login panel page will generate where the guest user needs to input the order id and also the email id.

Click on the  New RMA Request and follow all the steps mentioned above to create an RMA request.

Now, the guest will land on New RMA Request page as shown in the below image.

Then follow the same steps as described above for the registered customers.

RMA Status

Product Return RMA: When the customer creates a new RMA request, its status will be pending.

After viewing the RMA requests, the admin can select the RMA status according to the resolution type selected by the customers.

Refund

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

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

Package Received – From here the refund will be initiated and if the admin has received the product from the customer, the admin can change the status to Received Package.

Declined – If the admin rejects the request submitted by the customer, the admin can select 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 the following RMA status:

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

Item Canceled – From here the admin can cancel item by accepting the RMA request of the customer for canceling the ordered items, it can use this status.

Exchange

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

RMA Approved – If the admin accepts the RMA request of the customer, the admin can change the status to RMA Approved.

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

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

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

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

Super Admin Panel of Laravel eCommerce Multi-Tenant SaaS RMA

Here, Super admin can also see all RMA’s list

Support

So, that was much about the User Guide of Laravel eCommerce Multi-Tenant SaaS RMA for any queries or doubts reach out to us at [email protected]. You can also raise a ticket at our HelpDesk System.

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