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    Magento 2 Product Return RMA

    RMA (Return Merchandise Authorization) is the process of returning a product to receive a refund, replacement, or repair during the stipulated time period.

    Magento 2 Product Return RMA – Integrate RMA system in your online store and manage customer requests related to product return, refund, exchange, and order cancellation.

    With the help of Magento 2 Product Return RMA extension, even the guest users can create an RMA request.

    Check the overview of the plugin in the video below –

    80oiOwz0gxg

    Features

    • Send and receive file attachments with the messages.
    • Create customizable fields for the RMA Request Form.
    • Guest Customers can generate RMA too.
    • Buyer and Admin can communicate using the RMA system.
    • RMA History with Filters and Pagination.
    • Show Return Policy Page to customers.
    • Dynamic order selection with various options.
    • Print RMA details and shipping labels easily.
    • The customer can also enter the consignment number and upload images after RMA generation.
    • The admin can manage RMA status as well as Reasons.
    • The customer and the admin receive notification emails.
    • Using Return Quantity, the admin will return RMA quantity to their store.
    • The admin can select the allowed product types for RMA.
    • The admin can restrict any required category for the RMA generation. 

    Installation

    First, the customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.

    You need to transfer this app folder into the Magento2 root directory on the server as shown below.

    Installation Of Magento2 Product Return RMA

    Further, if you have downloaded the module from Magento Connect then unzip the respective extension zip and create Webkul(vendor) then Rmasystem(module) name folder inside your Magento root directory as app/code/Webkul/Rmasystem and then move all module’s files inside /app/code/Webkul/Rmasystem/ folder in Magento root directory.

    Installation of Magento2 Product Return RMA

    After the upload, you can see the folders in your Magento2 Root Directory.

    Installation of Magento2 Product Return RMA

    After the successful installation, you have to run these commands in the Magento2 root directory.

    First command –

    php bin/magento setup:upgrade

    Second Command –

    php bin/magento setup:di:compile

    Third Command –

    php bin/magento setup:static-content:deploy

    After running the commands, you have to flush the cache from the Magento admin panel by navigating through System > Cache management as shown below.

    Installation Of Magento2 Product Return RMA

    Multilingual Support

    For the multilingual support, the admin will navigate through Store > Configuration > General > Locale Options and select the locale as German (the language into which the admin wants to translate his store content).

    Configuration For Multilingual Support

    Translation

    If a user wants to translate their module from English to German then they need to follow the path app/code/Webkul/Rmasystem/i18n in their unzipped Magento2 Rmasystem folder and will get a CSV file with the name “en_US.csv”.

    Now they will rename that CSV as “de_DE.csv” and translate all right side content after the comma in the German language.

    After editing the CSV, save it and then upload it to the path app/code/Webkul/Rmasystem/i18n where they have installed Magento2 on the server. The module will get translated into the German Language. It supports both RTL and LTR languages.

    Magento2 Aramex Shipping Translation
    Magento2 Aramex Shipping Translation

    The user can edit the CSV like the image below.
    Magento2 Aramex Shipping Translation

    Module Configuration

    After the successful installation of the RMA module admin will be able to view the RMA system configuration setting under Store > Configuration > Webkul RMA.

    webkul-magento2-product-return-rma-admin-configuration-1

    webkul-magento2-product-return-rma-admin-configuration-2

    Allowed Product Types for RMA – The admin can select product types for RMA. The customers can then create RMA requests only for selected product types.

    Return Policy – Admin can easily set up terms and conditions for RMA requests and show them to customers/guests. Customers/guests will not be able to create a request without accepting the RMA policy.

    Admin Name and email id – Admin can send or receive the notification message using this Email Id and name.

    Enter Days – Admin can select or enter several days up to which customer can request for RMA after placing the order. If the number of days will exceed the order date to RMA requesting date then the customer can not request the RMA of that order.

    Select Allowed Order Status

    The customer can file RMA only for those statuses of the order which is selected by Admin. If the admin will select “Complete” in “Select Allowed Order Status” then the customer can select only that item for RMA which is shipped from that order. If the admin will select “All status” then the customer will able to register RMA with all status such as – processing, pending, complete, etc.

    Allow New RMA Request For Cancelled Requests – If Yes is selected, the customer will be able to generate new RMA requests after canceling the previous one. If No is selected, the customer will not be able to create a second RMA request for the same order after cancelling the first one.

    Allow New RMA Request For Declined Requests – If Yes is selected, the customer will be able to generate new RMA requests again even if the admin has declined the previous one. If No is selected, the customer will not be able to generate another RMA request once it is declined by the admin.

    New RMA Message to Customer – Enter the default message for the customer, when the RMA is generated successfully.

    Allowed File Extension – If the customer wants to add an attachment with the then the allowed file extensions are jpg, jpeg, and pdf.

    Allowed Payment Method For RMA – The admin will select the payment methods for which the customer can request RMA. Only the selected payment methods will be visible in the frontend.

    Category Restriction in Product Return RMA

    Firstly go to Catalog > Categories.

    Dashboard-Magento-Admin-2

    Here, the admin can restrict the required categories for RMA generation. Henceforth, the customers won’t be able to process an RMA request for the purchased product lying in that category.

    Default-Category-ID-2-Categories-Inventory-Catalog-Magento-Admin

    The admin can set the field Allowed for RMA generation as Yes or No.

    Note: If a parent category is set as not Allowed for the RMA generation. As a result, its subcategory’s product too will not be allowed for the RMA generation.

    RMA System Management

    Manage Reasons

    Admin can manage RMA reasons under RMA System>Manage Reason. The admin can see all the RMA reason in the list and edit the existing RMA reasons. These RMA reasons will be displayed while creating an RMA request.

    Magento 2 Product Return RMA

    Admin can delete or change the status of the RMA Reasons.

    Magento 2 Product Return RMA

    After clicking on the RMA reason below page will be open in which the admin can enter the RMA reason, status, and save it.

    Magento 2 Product Return RMA

    Manage Shipping Label

    Admin can easily create shipping labels for new and existing orders under RMA Systems>Manage Shipping Label. Admin can delete the shipping labels or can change the status of the shipping label.

    RMA-Shipping-Label-Menu-RMA-System-Magento-Admin-1

    On clicking on Shipping Label, the admin can see the preview of that shipping label.

    RMA-Shipping-Label-Menu-RMA-System-Magento-Admin-2

     

    After clicking “Add New” a new page will open where Admin will enter the Title, label image, price, and status.

    Shipping-Labels-Menu-RMA-System-Magento-Admin

    Manage RMA Custom Fields

    The admin can create customizable fields for the Request New RMA form, please follow RMA System>Manage RMA Custom Fields. Various types of fields can be created such as – radio button, checkbox, dropdown, text, text area, or multiple select. The admin can show or hide the custom fields by changing the status to enabled/disabled from the Actions menu.

    The RMA Custom Fields allows the admin to retrieve additional information from the customers.

    Magento 2 RMA - Custom Fields

    Add New Field

    For creating a new field for the RMA Request Form, please click the ‘Add New Field‘ button. After that, the admin needs to provide the following information:

    Field Label – Enter the name of the custom field that will appear on the frontend.

    Field Code – Give any code for the custom field, this will not appear on the frontend.

    Type – The following types of fields are available:

    • Text – A single line input field for text.
    • Text Area – A multiple-line input box for paragraphs of text.
    • Dropdown – A drop-down list of options. Only one item can be selected at a time.
    • Multiple Select – A drop-down list of options that accept multiple selections.
    • Radio Button – A set of options that allows only one to be selected at a time.
    • Check Box –  A checkbox is a variation of a yes/no option. If the form has more than one checkbox, multiple selections can be made at the same time.

    Option – Now, the admin needs to provide all the options that the customer will select. Please use the following code. value1=>label1,value2=>label2

    For example – value=>Request Pickup,value=>Self Return

    Sort Order – Set the sorting order of this field using 0,1,2,3 etc.

    Value Required – Select Yes if you want to make this field the required field. The customer will not be able to submit the RMA request unless they fill in this field information.

    Status – To show this custom field on the frontend, select Yes. Otherwise select No for hiding this field.

    Magento 2 RMA - Custom Field Information

    Create New RMA Request

    The customer can navigate the RMA section from My Account. Here the customer can create a new RMA by clicking the ‘Request New RMA‘ button. The customer can also see all the RMA created and filter them using various options.

    Cancel – If the customer wants to withdraw the RMA request, the customer can simply click the Cancel link and confirm. The RMA request will be canceled.

    RMA Tab

    New RMA Form
    1. First, select the order for which the RMA request needs to be created.
    2. Then, the customer needs to select the product(s) with Return Quantity.
    3. Select the Reason for creating the RMA request.
    4. Option to Upload images with the RMA request.
    5. Select Product Delivery Status as Delivered or Not Delivered. If the Delivered option is selected, the customer needs to select the Package Condition as Open or Packed.

    Resolution Type – 

    1. Refund: If the buyer is not satisfied with a product, a refund will be made here.
    2. Exchange: If a buyer needs to exchange an item for a different size, color, etc, the buyer can exchange that item through this resolution type option.
    3. Cancel Items: If the order status is in pending status, the buyer can request an RMA for canceling the items ordered.

    Additional Information – The customer can provide some additional information with the RMA request. The custom fields are also visible here.

    Magento 2 RMA - New RMA Request Form

    View RMA

    After clicking on the view option below page will be open with that particular RMA. If RMA status is Processing or pending then there is an option for the customer to mark as solved. If RMA status is solved then the customer can reopen that RMA.

    Send Attachment – The customer can send and receive file attachments with the messages.

    RMA History & Conversation – The customer can view the complete timeline related to the RMA request.

    magento 2 rma

    Print Shipping Slip

    Print Shipping Label button will be visible only after the admin approves the RMA request for exchange. The customer can then print the shipping label for returning the item. After clicking the Print shipping label, the customer will redirect to the print page.

    print shipping slip

    Guest Login for RMA

    Magento 2 RMA module provides RMA for the guest user also. You just need to click the RMA Guest Login link in the footer section. After clicking on this link you just need to enter their correct Order ID and Email.
    Magento 2 Product Return RMA

    Once the guest user enters the detail, they can click the ‘Request New RMA‘ button. The rest of the workflow is the same as for the registered customers. So, if guest users want to check the status of the RMA, they can use the same email address and order ID for log in.

    RMA Guest Login

    New RMA Request

    The guest user needs to provide the following information and submit the RMA request.

    Guest RMA Form

    After the generation of New RMA, the Customer/Guest will receive an Email.

    Magento 2 Product Return RMA

    Manage All RMA Requests

    The admin can view all RMA requests ( Registered Customer and Guest Users) under RMA System>Manage All RMA like the below image.

    Magento 2 Product Return RMA

    Manage RMA

    Product Return RMA: Admin can manage all RMA requests by navigating to RMA System>Manage All RMA>View. After clicking on a particular RMA, the admin will be able to see the whole RMA details generated by the customer. Please view the below screenshot:

    Send Attachment – The admin can send and receive file attachments with the messages.

    The admin will first select the refunded item, enter any message for the customer. Then, select the Status as Refund Initiated, select Payment Type as Full or Partial. If Partial Payment is selected, the admin needs to enter the partial refund amount.

    Click the Update button to save the changes in the RMA request.

    RMA-Details-Menu-RMA-System-Magento-Admin

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

    Refund Initiated – When the admin releases the payment to the customer, the admin can use this status for informing the customer.

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

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

    Package Dispatched – If the admin ships the new exchanged 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.

    That’s all for the Magento 2 Product Return RMA, still have any issue feel free to add a ticket and let us know your views to make the module better http://webkul.uvdesk.com/

    Current Product Version - 4.0.0

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

    . . .
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