Smith RMA Module v

Transcription

1 Smith RMA Module v Users Manual Revision Date: 10/3/2014 1

2 Table of Contents I. Introduction... 3 II. Installation... 3 III. Setup and Configuration... 7 A. RMA Management Adding a New RMA Editing an RMA B. RMA Templates Adding an RMA Template Editing an RMA Template Deleting an RMA Template IV. Extensions/Customizations Revision Date: 10/3/2014 2

3 I. Introduction Smith RMA is designed to provide you with the ability to handle the process of Return Merchandise Authorizations (RMA s) for your online storefront, also referred to as: Return Goods Authorization (RGA), or return merchandise agreement. Smith RMA is fully integrated with Smith Cart and provides the following features: Designed for any type of vendors o Manufacturers o Distributors o Suppliers. Business to Business (B2B) Returns Processing. Business to Consumers (B2C) Returns Processing. Support for Single, or Multiple items per or RMA Case Paperless returns processing. Automatic notifications II. Installation The Smith RMA module is delivered as a standard DNN installable zip or PA (Private Assembly). You install the Smith RMA module just like you would install any other DNN module. Before installing any module it s a good idea to back up your DNN database and DNN installation folder. This is very important, as you can always roll back to a previous status easily if the installation goes wrong. Step 1 - Log in to your DNN site using a Host account. From the DNN host menu, select the Extensions link to install the module. Figure 1 - DNN Host Menu Revision Date: 10/3/2014 3

4 You can reach Module Extensions from the Host menu item as shown in figure 1 above. Install the new module from the Host > Extensions menu in DNN. Step 2 - Install New Module Figure 2 - Module Extensions screen On the Module Extensions screen (figure 2), choose Install Extension Wizard from the actions menu. Step 3 - Browse the ZIP File Remember the place where you saved the module ZIP file you downloaded? Then browse it. Figure 3 - Browse for the module Revision Date: 10/3/2014 4

5 Step 4 - Pick the file Figure 4 - Pick your module After you accessed the file, choose it and click Next. Step 5 - Add the File The file (with complete physical location) appears in the textbox. Check it once more and then click next. Figure 5 Install New Module Revision Date: 10/3/2014 5

6 Step 6 Install it now! Continue through the DNN install module wizard. Step 7 - Module Installed If you do not see any error messages, it means that the module is installed correctly. Click the Return link. Step 8 Add the RMA Module and Minicart to a page on your DNN site. When everything is OK, you should see the Smith RMA and Smith RMA MiniCart modules in the Module list. Now you can use the module. Revision Date: 10/3/2014 6

7 III. Setup and Configuration The Smith RMA module is useful for tracking and recording product returns. After you have installed the module, navigate to the page where you added the module and you will see the RMA Admin Screen: A. RMA Management You can add or edit an existing RMA from the following RMA Admin Screens. If RMAs have already been added, you can select the Manage RMA s button to view all the existing RMA s requested. The colored ball icons on the left indicate the following, Green: the order is returnable, Yellow: the order has a partially returned quantity, or Red if the order cannot be returned. The following buttons are displayed on the RMA Admin Screen: Add Selected Items RMA Status s RMA Rules Manage RMA s Search Serial No Revision Date: 10/3/2014 7

8 1. Adding a New RMA To add a new RMA, click the arrow icon on the left side of the grid to drill down into the order and check the item which you would like to return. Then click the Add Selected Items button you will see the item and quantity added to the RMA Minicart: Revision Date: 10/3/2014 8

9 Once you have your items in the RMA MiniCart and the items are ready to be returned select next on the RMA MiniCart. Next, you will be directed to the Confirm RMA Screen shown in the screen shot below: Here is where the customer or admin will see a summary of the RMA being Requested. In addition, you will see the following fields: This is where the customer RMA Request Confirmation will be sent. By default the will be sent to the stored in the DNN profile. Notes: Here the customer or admin can enter notes when submitting the rma. After you click the Submit Request button you will be directed to the final screen where a confirmation of the request is displayed. If the RMA request was successful you will see the following message displayed: Revision Date: 10/3/2014 9

10 2. Editing an RMA To edit an RMA, click Manage RMA s button from the RMA admin screen. You will be directed to the following Manage RMA s Screen. The following screen allows you to view and/or edit every aspect of the existing RMA. Revision Date: 10/3/

11 RMA Field Definitions Below: Approved Change the Approval status of an rma. By defualt the rma request will reflect as pending. Status This field reflects the status of the rma. The admin can customize the status s displayed from the main rma admin screen. Return Type Update the return type of the item. Choose to credit, refund, or replace the item requested for RMA. Return Reason The customers reason for returning the item. Resoloution The Resolution for the rma. Public Notes Notes that will be dispalyed to the customer and admin. Customer Notes Notes submitted by the customer. Internal Notes Notes can can only be viewed by admins and will not be displayed to the customer. Notes This field displayes the notes from when the rma was requested. B. RMA Templates RMA templates allow you to manage the printable RMA form that can be printed or ed to the customer or saved for your records. 1. Adding an RMA Template To manage the RMA Templates please follow the steps as outlined below: Step 1: From the Store Admin Menu, hover over templates and select the link. Revision Date: 10/3/

12 After you click the Templates link the following screen will be displayed: Revision Date: 10/3/

13 Step 2: Select from four different customizable RMA Templates: RMA Admin Template RMA Customer Template RMA Update Admin Template RMA Update Customer Template Step 3: Add the templates to customize the layout and contents using the rich text editor. Step 4: Click the Submit button to save the Template 2. Editing an RMA Template In order to edit an existing template, click edit as seen in the screen shot below: Be sure to hit the Update button when you are done making changes to your template. 3. Deleting an RMA Template In order to delete an RMA template, hit the Delete button: IV. RMA Rules The RMA Rules allow the admin to create custom rules that can be applied to all products or each product individually. Select the RMA Rules button on the main RMA Revision Date: 10/3/

14 admin screen to manage the RMA Rules. Select the Add RMA Rule button to add a rule and the following screen will be displayed: Enter the rma rule name and search for products to add to the rule or apply the rule to all of your products. You can search for the product by sku or name. Once that is added you can choose from three different return types to add to the rule. Once you select the return types to add you will see the following fields populated: Revision Date: 10/3/

15 Now number of days before the customer can no longer return that item for each return type. V. Extensions/Customizations The Smith RMA module can be extended to fit your business requirements. If you re interested in receiving a quote for customizations please request a quote using the following link: Revision Date: 10/3/