Guide for WordPress WooCommerce Product RMA

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• Using Product RMA, the customer can cancel/return/exchange the products.
• Admin can manage RMA status as well as reasons.
• The admin can set the order status for RMA.
• The admin can manage the return policy.
• The buyer and the admin both can communicate at the store end.
• The customer can upload images while requesting an RMA.
• Email notification of RMA for the admin and the customer as well.
• The customer can print RMA details and shipping labels easily.
• The guest user also can generate an RMA request.
• The customer can choose the resolution type.
• The admin can set per-product RMA time management.
• Provide shipping label upload option to Manage RMA page itself.
• Introduced mail notification for conversation.
• Supported multi-language feature, added .pot file for translation.
• Warranty option is displayed based on the admin selected order status.

The user will get a zip file, which he has to upload in the “Add New” menu option in the WordPress admin panel.

For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

After that, you will see an option on the top of your page that is “Upload Plugin”, then click the option to upload the zip file.

By clicking on the “Upload Plugin” option, below that you will see a button “Choose File” Click on the button to browse for the zip file as per the snapshot below.

After browsing the file, click the “Install Now” button to install WooCommerce RMA Plugin as per the snapshot.

Now, when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Click on “Activate Plugin” to activate the installed plugin.

Update Permalink under “Settings > Permalinks” as “Post name” as in the below snapshot.

After successful installation, the admin can configure WooCommerce Product RMA under “Webkul WC Addons > Configuration > General”.

General

Returned Status –Select the default status that will be assigned when a customer submits a return request for the first time.

Order Status – Select the order status where required to show the warrant request option.

Return Request Types – Choose the return request types in which cases the customer can select the return request while creating warranty requests.

Return Address – Enter the return address which will be the return address for the product after sending the shipping label to the customer.

Default Warranty

• Label – The warranty label will be visible as default on the product page.
• Type – Choose the default warranty type, it can be customized for each individual product(no warranty, included warranty or price base warranty).
• Length – Select the time limit of your warranty (limited or lifetime).
• Length Value – Enter the time limit in days, weeks, months and years.
• Hide Warranty Text – Check the box to hide the warranty details on the product, cart and checkout pages. It should only be visible to the admin and customers on the order page.
• Length Duration – Select the time limit in days, weeks, months and years.

After doing all the above-mentioned changes, save the settings.

Frontend

Request Button Label – Set the button text for requesting a warranty from the customer’s “my order” page.

Request Menu title – Set the menu title text that will be displayed on warranty requests on the customer’s “my account” page.

Per Page Request Number – Enter the number of requests that can be displayed on a page in the “Customer My Account” requests menu.

Extras

Enable Messaging: Enable or disable the messaging service for RMA.

Enable Styling: Adjusts the visual design of the RMA pages to maintain consistency with your store’s theme and overall layout.

When enabled, this option modifies the appearance of RMA pages, such as the ‘Manage Return Request’ page (shown below).
This ensures a consistent design across the customer journey.

Attachment Limit: Specify the maximum number of attachments allowed for upload.

Atlast, save the settings.

Per-Product RMA Time Management

The admin can configure RMA settings such as label, type, length, length value, and duration for each product.

The admin can add Shipping Labels under “Webkul WC Addons > Manage Shipping label”. Here admin uploads the shipping labels to use while processing RMA.

The admin can create RMA reasons under “Webkul WC Addons > Manage Reasons”. All the created reasons will be listed here.

After that the admin can add a new reason under “Webkul WC Addons > Manage Reasons > Add Reason”.

The admin/store owner can manage RMA under “Webkul WC Addons > Manage Receive Request”. The list of all the requested RMA will be available here.

Then, by clicking “View” the admin can manage an RMA. All the RMA information will be visible under “RMA Details”.

Under “Conversation” the admin can check the conversation with the customer and reply to the customer as well.

There is an option available “Enable notification mail for any reply on this thread”, then admin can use the same to get an email notification if there is any response from the customer.

After that, the admin can manage the status of the RMA under “Action.”. Then choose the status as Solved, Processing, or Rejected.

Note: Users may regenerate the RMA if it has been declined by the agent.

By clicking on “Refund,” the admin can check the refund details.

Here, the admin can choose the custom fields or add new custom fields, then proceed with the Refund part.

The customer can raise an RMA request by navigating to My Account > Orders and selecting Request Warranty for the specific order.

A list of all the RMAs created can be viewed under “Warranty Request”.Then by Clicking the “Request ID” the customer can view the details of the RMA and can send the message to the admin as well.

There is an option available “Enable notification mail for any reply on this thread”, the customer can use the same to get an email notification if there is any response from the admin.

After that the customer can check the product details, including price, quantity, reason, and expiry date under the “Products” option.

Then here, the customer can check the RMA images and video by clicking on the “RMA Images” option.

In the event that the customer’s problem is solved, they can check the box to mark it as solved under the Manage option.

By clicking on “Order ID” the customer can check the order details that they have placed.

Here, the customer can view order details like product name, total amount, shipping method, payment method, billing address and shipping address as well.

Then, by clicking on the “Items” option, the customer can view the product ordered, and its details, including the description and product specification, as mentioned in the snapshot below:

If the customer purchases the product as a guest user and wants to generate RMA, then by clicking “Warranty Requests,” he can provide details and proceed further.

Here, the user provides “Order ID” and an “Email” to verify the purchase. The rest of the workflow will be the same as for a normal customer.