Create a return by an agent
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Written by Customer Success
Updated over a week ago

Agents can create returns for a customer in 2 ways:

  1. Create return as an agent

  2. Create return as a customer

Create return as an agent

In the Support Desk, agents can create a return as an agent for all return policies that comply with the following criteria:

  • Return policy active

  • Authorization active

  • No Order Connector integration

Process steps for the agent:

  1. Select return type

  2. Select customer

  3. Add order number

  4. Add product

  5. Add additional information (optional)

  6. Complete return

As a result, the system will open the return in the default return mode to complete it:

  1. Pre-select carrier (optional)

  2. Submit return for shipping by the customer

The customer will receive the Return Authorized Mail to ship the return in the return portal.

Create return as a customer

In the Support Desk, agents can create a return as a customer for all return policies that comply with the following criteria:

  • Return policy active

  • No account login for the portal

Creating a return as a customer is supported in 2 ways:

  • Initiate and complete as an agent in the return portal

  • Create an authorized return link as an agent for the customer to complete the return in the return portal

Initiate and complete as an agent in the return portal

This option allows an agent to start a return in the Support Desk and complete it in the return portal.

Create an authorized return link as an agent for the customer to complete the return in the return portal

This option allows an agent to start a return in the Support Desk and send an authorized return link to the customer (in an email or in a support ticket in your favorite support system).

By clicking the link your customer will navigate to a pre-authorized return in the return portal to complete the return.

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