3. Configuration

2. General

All settings are available from menu

Note

Notice: if you have “Access denied” or “404 error” message, you have to logout and login from admin panel to reset permissions.

Field Value
Allow product return request If enable, customer can request for a new product return from its customer account
Default validity duration Duration (in day) when product return is valid. Once this delay is over, the customer cant print product return form

3. Emails

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Next, you have to set email templates to use for each product return status.

Field Value
New product return request email When a customer request for a new product return, an email is sent to the administrator. You must fill here administrator email
Template new product return Email template to use to notify administrator for a new product return request.
Copy to Every emails sent from product return extension will be copy to this email address
Email identity Identity to use to send emails
Product return refused Template to use to notify customer that its product return is refused
Template product return accepted Template to use to notify customer that its product return is accepted
Template products received Template to use to notify customer that its products have been received
Template products received but refused Template to use to notify customer that its products have been refused but your service refused the package (if it is broken for example)
Template product expertise Template to use to notify customer that its products are being checked
Template Product return complete Template to use to notify customer that its product return has been processed
Waiting for supplier Template to use to notify customer that their product is waiting for supplier delivery

4. Product Return

( see “Requirements” section in 2. Installation )

Then copy the ID by looking the products grid, then put this ID in the configuration field.

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Field Value
Fake product id * Id of the fake product which you have created
default fake product name Put the name of the product “fake” used to manage the refund and the quantity
Reasons Different product return reasons that can be used for each product :  you can set your own reasons separated with a ;
Company address Address for your company (printed on the product return form)
Request type Put the customer request (desired action), this will be visible from the customer account when requesting a new product return
Max day Duration during your customer can request for a product return once order is invoiced.After this duration, customer cant request for a product return.If you don’t wish to set a limit, fill 9999
Default shipping method Shipping method to use when a new order is create from a RMA
New request status Choose the RMA status to apply to a new product return from the customer account.
New status for product received Choose the status to apply when the administrator click on button “product received”
Display disabled payment method yes/no. If set to yes you will be able to show and choose a payment method for the refund which are not visible on your website for purchasing.
Display disabled shipping method yes/no. If set to yes you will be able to show and choose a shipping method for the refund which are not visible on your website for purchasing.
Auto generate invoice yes/no : if set to yes it will create the invoice for a the new order generated by RMA during an exchange
invoice Generate invoice only for 0 total Depends of previous option, this will allow you to create invoice only for an order with zero as total amount
Prevent edit RMA from an other manager yes/non : if set to “yes”, only the current manager will be able to modify and treat the RMA.

5. PDF Settings

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These options help you to customize product return PDF.

Field Value
Company address Address displayed in the PDF
PDF Header text Text displayed in PDF header
PDF Footer text Text to display in PDF footer
PDF Comments Free comments displayed at the bottom of the PDF (after product list)

How to change the logo display in the PDF in the TOP left corner

See also

Go in system > configuration > Sales > Invoice and packing slip design

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6. Predefined message

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Option Description
Message Put the text used by the manager to apply a default message when doing an RMA (this will add a new comment for customer)

7. Return terms

Once a product return has been accepted on admin side, customers have to print a product return form that will then be sent with the returned goods.

However, to be able to download and print the “return PDF”, RMA terms and conditions must be accepted first.

These terms and conditions can be modified in CMS > Static blocks, selecting the static block named “cgv_rma”.

Note

By default, RMA terms and conditions are set for “All Store Views”.

However, you can define your own terms and conditions by store view (for multi language websites, for example).

To do it, create a new static block by store view, and name them all “cgv_rma”, like the first one already created.

You can set a static block for as many store views you want.

8. Catalog inventory

Now check your stock inventory behavior to make it compatible with Product Return extension.

See also

Go into SYSTEM > CONFIGURATION on the left side of the screen, to the section CATALOG and click on “INVENTORY”

Then apply the following settings:

Warning

If you use ERP, you must set no to Decrease Stock When Order is placed and Set Item’s Status to be in Stock When Order is Cancelled  in these following settings.

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9. RMA and ERP

If you also use embedded ERP, you need to create a separate warehouse to be able to use RMA reservation function.

  • Go into ERP > Stock Management > Warehouse and select your Default warehouse
  • Then, from the Assignments tab, uncheck rma_reservation checkbox, and check the product_return checkbox.

Note

The Product return assignment must only be set for one warehouse.

Since RMA 2.0.9, you can choose in which warehouse you want to put back products, using the “Product destination” column from the “Process products” tab.

This make the product_return assignment not usefull anymore since this version.

  • Finally, create a new warehouse called for example “Reservation”, and only set this assignment : rma_reservation.

Default warehouse assignments

Website product_return assignment rma_reservation assignment
Admin Checked Unchecked
Main Website Checked Unchecked

Second warehouse assignments (“Reservation” warehouse in our example)

Website product_return assignment rma_reservation assignment
Admin Unchecked Checked
Main Website Unchecked Checked