Product Return _RMA_ extension
Contents
1. Order View ES Order 100000004 Ord Infonmation Order 100000004 Order confi Invoices hare pias a See ee Order Date Ne shipments Aer RE Ne ean Wed MO PO et wi Sele a 2 te oe OI Order Status Cc Comments History Se ee ee R le er ie Purchased Fram Mi Preparation M Product Returns De Re dicen deak eee eee ener Placed from IP 12 Organizer 0 3 1 2 Front office In customer account a new entry is added to list all customer s product returns MY ACCOUNT Account Dashboard Account Information Address Book My Orders My Product Reviews My Tags Newsletter Subscriptions My Wishlist My Downloadable Products Product Retums My Quotations Product Returns Taste Order Status 100000004 1 Jan 4 2010 100000004 product return refused From this area customer can a Magento Product Return Extension Maison du Logiciel User manual Consult product returns list View product return details and print form Submit a new product return request Product Return 100000004 1 Phone OOOO Email Zimmermannolivier gmail com Address Zimmermann olivier 1 des trois villeurbanne Rh ne 69100 France T 0000 Reason cancel Product Qty Comments produit 1 3 Additional Comments test 3 3 Product return creation 3 3 1 Create a new product return Create a new Product return Solution 1 Select a sales order in magento back office Select product return tab Click on2. _ 1m Magento Product Return Extension Maison du Logiciel User manual Magento Product Return User Manual Version 1 0 ME VI Sy er ers ese le near tee eetdere ects eae A T EE 2 LE E 08 O O e EE ene 2 B2 PO a A ENEE E 2 Zs MOUS O e R E E E E R AA 3 PA TNC SATION E A E E E E 3 LMES UD e E E sitar ah asseeedesede 3 De SUN e E A A E E E S E E EA 3 POR A A e E EN E EE tes 5 OMES EE E Cl E E E E ES E A S E A E 5 ALBERO E a E E E AAE AAA 5 PELTON OL OO a A E A AEE 6 FPEO e O AEEA T 7 Deo Cede Ae Wy DUOC EIO TE eea E a ie nsawa be eeenssceewaianners 7 3 3 2 Access to Product Return iicsecenncinxecnsdecesecddodedondeccusseediescceaahiascendderscaschesavenctezcsescbeacees 8 3 3 3 Edit Product Return ou cc cceccseccscccscccsscesccesscesccesccusceesseessenscesccesccesseessenseeacs 3 3 3 4 Printing amp Customer notification cccccccccecccccccecaeesesecceeceeeaeeeseeecceceeeeaaaeseseeeees 11 F REE S E 6 eee EA A E E E NE A AEEA 11 ALEC a a A E E 11 IPOT T R R O ee E E E 12 As Additional nonna O eseese rE ORE EAO ani 13 Ay dit ECVE Emal Fonli eee E 13 Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com _ Magento Product Return Extension Maison du Logiciel User manual 1 Overview 1 1 Extension overview Product Return extension for Magento is designed to manage Product return requests and ensure tracking Customer can submit a new request follow Product return progress and pri
3. Etc modules file ProductReturn xml app locale fr_FR ProductReturn csv app locale fr_FR files Once all files are copied go back into Magento back office refresh cache from system gt cache management 2 2 Magento Upgrade This extension follows Magento best practice it means that it doesn t modify any core files so you can benefit and install Magento new releases However it s adviced to make some test on test server before install it on a production server 2 4 Settings Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com oo Magento Product Return Extension Maison du Logiciel User manual Note it is important to set Product Return parameters before using Product Return Extension You can edit Product Return settings from magento Back Office menu system gt configuration gt Product return Settings Default validity duration set the default validity duration for a Product Return in days Allow Customer Product Return Request If enabled customer can request for product return from its account Next you have to set parameters for email For each product return status matches an email template You can edit email template from Magento backoffice menu system gt email template Email new request Each time a customer submit a product return request an email is sent to this address Copy to all emails sent from Product Return extension will be also sent to this a
4. 0 cancel Additional Comments test Comments From this screen if product return status is accepted customer can print form and accept product return terms and conditions 3 4 2 Product Return Request If you enabled product return request for customer can be set in system gt configuration gt product return customer can request for a new product return from their account in product return tab First customer has to select sales order that contains product to return Select Order for Product Return Order 100 000002 100000003 100000004 100000005 Date 11 6 09 11 6 09 11 6 09 11 6 09 Ship to Zimmermann olivier Zimmermann olivier Zimmermann olivier fimmermann olivier Order Total 18 00 15 00 45 00 315 00 Then customer can fill information about product return Maison du Logiciel 2009 All Rights Reserved Order Status Complete 7 Select Complete Select Complete Select Complete Select www maisondulogiciel com Magento Product Return Extension User manual Maison du Laoide Request Product Return for Order 100000004 Phone 0000 Email Zimmermannolier qmail Address Zimmermann olivier 1 des trois villeurbanne Rhone 69100 France T 0000 Reason cancel Product Qty Comments produit 1 D f Additional Comments Once customer submit request a new product return is created with requested status and an email is sent to the a
5. New Product Return button Fill information such as Product Return reason Select products to return Save Create a new Product return Solution 2 Select menu sales gt Product return Click on New product return button Select sales order Fill information such as Product Return reason Select products to return Save Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com Magento Product Return Extension User manual Maison du Logiciel 3 3 2 Access to Product Return There are 3 ways to access to an existing Product Return Select matching sales order select Product return tab and click on the product return Use search form from menu sales gt Product Return Select matching customer select Product return tab and click on the product return 3 3 3 Edit Product Return From the Product Return sheet you can set the following information General Reference 100000004 1 Created At Jan 5 2070 Updated At Jan 5 2010 Customer Zimmermann olivier sales Order 100000004 Customer Phone p000 Customer Email zimmermannolivier gmail Customer Address Zimmermann olivier 1 des trois villeurbanne Rh ne 69100 France T 0000 A Status product return refused Reason cancel Valid until 2010 02 03 E Products Reception Date E Products Return Date E Sales order concerned Customer phone E Customer email can be changed Customer address Customer
6. address if you wish to use another one you have to create it in customer sheet Requested New customer request Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com ee Magento Product Return Extension Maison du Logiciel User manual Product return accepted customer can return product Product Return refused customer can not return product Product received Product has been received Product received but refused Product has been received but package doesn t match to product return terms and conditions Product expertise Product is being tested Complete Reason Define product return reason Cancel customer wishes to cancel its order Defect if product return concerns product that doesn t work properly Valid until Date until customer can print and return products Product reception date Product return date Product Qty Shipped Qty to return Comments produit 1 3 3 infrared receiver doesnt work Product Qty shipped eC Field Qty to return Qty to return can not be greater than qty shipped Comments Comments that can be edited by customer to give more information about the problem Comments Customer Description Product doesn t work properly especially infrared receiver which has never work since i received it Private comments Ver special customer handle with care Public comments Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com Magen
7. an also define setting for PDF printing Company address PDF header text text displayed in the PDF header PDF Footer text text displayed in the PDF footer PDF comments text displayed at the bottom of the PDF When a Product Return is accepted Customer has to print form and return products with this form However before printing form he has to accept Product Return Commitments by checking a checkbox You can fill Product Return Terms and Commitments content from magento back office in menu CMS gt Static Block and then edit block with cgv_rma identifier 3 ProductReturn rma 3 1 Screens overview 3 1 1 Back office Product return Extension add 3 entries in Magento back office The first entry is under Sales menu it displays all product returns Catalog Custome j a Order Preparation re Product Returns Orders U In customer edit sheet a new tab contains all product return for this customer Customer Information Zimmermann olivier Back Customer View Prodid es as Personal Information Jan 5 2010 9 40 07 PM C E confirmed Addresses Account Created on Nov amp 2009 8 42 18 AM ie ae E Te AAAA E S E E E eS E R Default Store View Orders eae inte Rammer ero ee ee ee et Customer Grow p Retailer Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com Maison du Logiciel In sales order sheet a new tab contains all product return for the current order
8. ddress Email sender Identity to use for emails Template product return refused Email sent to customer if its Product return request is refused Template product return accepted Email sent to customer if its Product return request is accepted Template products received Email sent to customer once its products have been delivered Template products received but refused Email sent to customer when products have been delivered but package is refused Template expertise products Email sent to customer when products are being verified by after sale service Template Complete Email sent to customer when Product Return is complete Product Return Extension enable to create an order to process Product return result This is usefull to manage Product Return in logistic process or bill fees to the customer Created order can contain products but also additional fees such as technical fees TO manage those fees you have to create a fake product that will be used in that orders Create this fake product using this settings Enabled Tax class standard class Visibility nowhere Price 0 Stock management no Websites all Once this product is created you have to fill its ID in fake product_id field in system gt configuration gt Product return Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com Magento Product Return Extension User manual Maison du Logiciel You c
9. e refunded within creditmemo Back products to stock If checked products will back to stock Maison du Logiciel 2009 All Rights Reserved www imaisondulogiciel com ie Magento Product Return Extension Maison du Logiciel User manual To save data use save button at the top of the screen If an action has been selected a new order is created and is displayed instead of the action form You have already perform an action see order 100000008 3 3 4 Printing amp Customer notification To print a product return form use print button To notify customer about Product return status use notify customer button You can customize email from menu System gt Transactional email 3 4 Customer Side 3 4 1 Product return list Customer can view product return list from it s account menu Product return MY ACCOUNT Account Dashboard Account Information Address Book My Orders My Product Reviews My Tags Newsletter Subscriptions My Wishlist My Downloadable Products Product Returns My Quotations To view product return information use view link Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com Maison du Logiciel Product Return 100000004 1 Phone Email Address Reason Product produit 1 0000 zimmermannoliviera gmail com Magento Product Return Extension User manual Zimmermann olivier 1 des trois villeurbanne Rh ne 69100 France T 000
10. fter sale service to notify this new request 4 Additional information 4 1 Edit Email Template You can customize email sent by product return extension from menu system gt transactional emails Template name New product return Mail sent to after sale service when a new product return request is request submitted Product return refuse Mail sent when product return is refused Product return Mail sent when product return is accepted accepted Product received Product has been received in after sale service Product received but Product has been received but refused because terms and conditions refused not respected Product expertise Product is being tested RMA Complete Sent when product return is complete when an action has been performed Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com
11. nt Product return form 1 2 Processes Create a new product return in Magento and send an email to the administrator Accepted _ Customer returns products 1 Create a sale order to process Product Return result This orders contains optional fees and can be processed using Logistic extension Embeded ERP Can also create a credit memo Maison du Logiciel 2009 All Rights Reserved www maisondulogiciel com _ 1m7 Magento Product Return Extension Maison du Logiciel User manual Regarding order cancel process stops after products delivered you can then create a credit memo to refund customer 2 Integration 2 1 Module integration This extension is compliant with Magento 1 3 2 4 To install extension process the following steps Code App code local MDN ProductReturn App code local MDN directory Design App Design adminhtml default default App Design adminhtml default def admin layout ProductReturn xml ault layout layout Design App Design adminhtml default default App Design adminhtml default def admin template ProductReturn ault template template Design App Design frontend default default la App Design frontend default defaul frontend yout ProductReturn xml t layout layout Design App Design frontend default default te App Design frontend default defaul frontend mplate ProductReturn t template template Declaration App Etc modules MDN_ App
12. to Product Return Extension Maison du Logiciel User manual Customer description General description filled by customer Private comments Private comments not visible by customer Public comments Comments that can be edit by administrator and visible for customer Once all product return steps are done you can finalize product return performing an action to return product repaired product or a new one Product return extension allow to automatically create a new order this is usefull to process return using Embbeded ERP extension or to bill fees to customer To create an action use the form at the bottom of the product return sheet Action Perform an action Action A Shipping Method A Shipping Cost Technical Cost Technical Cost Caption Payment Method A Field Perform an action To perform action and display form check this checkbox Action Product Return return product to customer if product works properly or has been repaired Exchange Exchange product with another one Refund refund customer for selected products Shipping Method Shipping method to use to create order Shipping Costs Shipping costs without vat Technical costs Technical costs billed to customer can be null Technical costs Caption that describes technical costs For example caption Reparing fees Management fees Payment method Payment method to use to create order Refund Shipping fees If checked shipping cost will b
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