Magetop RMA Extension Guide will give you solid understanding of how to use Extension. These Magento 2 tutorials cover back-end and front-end development.

I. Introduction

A Return Merchandise Authorization (RMA) is a process of returning a product to receive a refund, replacement, or repair during the product’s warranty period.

Magento 2 RMA Extension allows the customer to create a return request for the purchased products. Return merchandise authorization module also allow guest user for RMA form. A customer can create a shipping label for return/exchange products. With the help of Magento 2 Product Return RMA extension, even the guest users can create an RMA request.

II. How to configure

To configure RMA System, choose RMA System -> RMA System -> Configurations.

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 a number of days up to which customer can request for RMA after placing the order. If the number of days will exceed from order date to RMA requesting date then the customer can not request 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 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 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 second RMA request for the same order after canceling 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 any 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.

III. How to use

1. Back-end Management

1.1. Manage All RMA

To manage all RMA request, enter RMA System -> RMA System -> Manage All Rma.

A. RMA Details Request

You can see the RMA details request of the customers. And also you can print this RMA details request.

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

The admin will first select the refund 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.

B. RMA Status

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.

a. 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.

b. 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.

c. 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.

1.2. Manage Reasons

To manage reasons, enter RMA System -> RMA System -> Manage Reasons.

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.

Admin can change the status of the RMA Reasons.

Admin can add a new RMA Reasons.

Admin can edit the existings RMA Reasons.

Click the Save Reason button the save it.

1.3. Manage Shipping Label

To manage shipping label, enter RMA System -> RMA System -> Manage Shiping Label.

Admin can delete the shipping labels or can change the status of the shipping label. Please Note: There is no need to add extra shipping charges for the product while managing the refund or exchange request.

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

You can edit the existings the shipping label.

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

1.4. Manage RMA Custom Fields

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

To Manage RMA Custom Fields, choose RMA System -> 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.

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 as the required field. The customer will not be able to submit the RMA request unless they fill this field information.
Status: To show this custom field on the frontend, select Yes. Otherwise select No for hiding this field.

To edit the existings RMA Custom Fields.

2. Front-end

2.1. 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.

Here is the New RMA Form, you need to complete this form to send a new RMA request.

First, Select the order for which the RMA request needs to be created.
Then, the customer needs to Select the product(s) with Return Quantity.
Select the Reason for creating the RMA request.
Option to Upload images with the RMA request.
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:
- Refund: If the buyer is not satisfied with a product, a refund will be made here.
- 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.
- Cancel Items: If an 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.

2.2. View RMA

Click on the ‘View’ option in the Action tab will be open with that particular 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.

2.3. RMA Guest Login

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.

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 a guest users want to check the status of the RMA, they can use the same email address and order ID for log in.

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

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

IV. Concluse

Above is our guide for Magento RMA Extension. If you have any questions please boldly contact us. We will help you.

It comes to the end of the blog: Magetop RMA Extension Guide.

You can read more useful articles like Magetop Reward Points Extension Guide (Part 2)

We hope this is a useful series for you.

Thank you for reading!

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