Return Profiles

Return Profiles are created to set rules on when to allow a return to initiate a refund or not. Within the Return Profiles the user can dictate rules based on Trials vs Post Trial returns as well as expiration periods within the RMA. 

To create Return Profiles: 

Select Store Setup -> Settings -> Return Profiles -> +Add New

The user can set rule actions when an RMA is present, or when a return occurs with no RMA. 

RMA Details

Trial Cancel Only is set if the returned package is associated with an order that is within the trial period, this will allow only a cancel and bypass any other rules. 

  • The Is Trial Flag within the Return Profile will look at the cycle within the offer to determine if it is a trial return:

 

EOT Rules is set if the returned package is associated with a trial shipment and the order has billed the end of trial charge. This will apply the profile settings to the end of trial charge. 

For example - An RMA is issued on a product shipped for the trial shipment, but the RMA will apply to the EOT charge. A customer returns the trial package, the refund will be applied to the EOT charge. 

RMA Expire allows an expiration date on the RMA, if the customer does not return the product within the allotted amount of days. 

RMA Actions

These are the actions that will be applied where an RMA is present with the return. 

RMA Action Within Expiration - what action should be taken when a package is returned with an RMA within the expiration period. 

  • Refund and Cancel if Needed; this will refund the order based on the Refund Percent set in the next step, and cancel the order if it is still active
  • Cancel Only; Cancel the order if not already, no refund will be applied
  • No Action; Nothing will happen to the order when returned

Within Expiration Refund Percentage; what percent should be refunded with the RMA

RMA Action Within Expiration - what actions should be taken when a package is returned with an RMA but outside of the set expiration period. (see options above)

No RMA Actions

These are the actions that will be applied where an RMA is not present with the return. 

  • Refund and Cancel if Needed; this will refund the order based on the Refund Percent set in the next step, and cancel the order if it is still active
  • Cancel Only; Cancel the order if not already, no refund will be applied
  • No Action; Nothing will happen to the order when returned

 

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