How to Initiate and Process Return Merchandise Authorizations

To return order items, the order status must be Shipped/Picked up. If it’s not already, you must update the status first in order to complete this process.

Update order status
Update order status

Select the Items You Wish to Return

When the order status is set as Shipped/Picked up, you will be able to select the items you wish to return. By default, assembled and modified items cannot be selected. If you need to return these items, please check the options for allowing the return of these items. After you’ve selected the items you wish to return, click on the “Return items” button.

After you’ve selected the items you wish to return, click on the “Return items” button
Selected the items you wish to return, and click on the “Return items” button.

Select the Quantity for Return

This will initiate a return and navigate you to the first step of creating the RMA. Here you can select the quantity for return, provide a reason for return, and a resolution of return. Optionally, you can upload return item images or provide any additional description. When you’re ready, please click on “Process Items”.

Select the number of items for return
Select the number of items for return

Handle the Returned Items

In the next step, you will handle the returned items. You can choose to accept the returned item, select whether it will go back to the inventory, and decide whether you want to apply a 25% restocking fee.

When you’re ready, click on “Review and Complete” to review the return one last time before completing it.

Handle the returned items
Handle the returned items

Apply Credit if Available

In the review step, if there is a credit, you can select any open invoices and apply the credit immediately to them. The remaining credit can be applied to the dealer balance, or saved for future use where you can use it as a payment method when creating payments. After you’ve selected the options, click on “Complete return” and accept the confirmation dialog prompt.

Complete the return
Complete the return

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