If you're interested in managing returns smoothly and effectively through Logiwa, there are a few essential configurations to be made in the Data Setup section first. This article will discuss the key elements involved, including preferences for return material authorization (RMA) codes, return parameters, and return reasons.
Return Process
The following 3 sections can be found under the Return Process tab in the Data Setup section.
RMA Code Generation Preferences
A Return Merchandise Authorization (RMA) code is a unique identifier assigned to a product return request to facilitate the tracking and processing of returned items. Logiwa tracks RMAs, and this data setup section can be used to set a default prefix and number (code) to use for tracking.
To use this function, simply enter the text you wish the system to use in the Prefix field, and the starting numeral in the Code field. If Code is not filled in, it will default to 1.
The system will use this information to generate codes automatically in the future, adding an additional numeral for each unique RMA code, saving you time and effort.
After you've added the Prefix, make sure to click Save at the bottom of the screen.
Return Parameters
This is where you control your preferences for the types of returns that are allowed or prevented. You can manage parameters such as whether returns can exceed the original shipped quantity, whether returned SKUs need to match the shipped SKUs, and other match settings.
Explanations for each parameter are below.
Parameter | Explanation |
Expiry Date Match | When enabled, only returned products that match the expiration date set for them in the system may be returned. |
Production Date Match | When enabled, if the production date entered during a return is not the same as the production date in the system, the system will display an error.
If disabled, any production date can be accepted during the return process. |
Lot Batch Number Match | When enabled, only returned products that match the lot batch number set for them in the system may be returned. |
Serial Number Match | When enabled, only returned products that match the serial number set for them in the system may be returned. |
Pack Type Match | When enabled, only returned products that match the pack type set for them in the system may be returned, e.g. returning a single unit rather than a case of several units will be prevented. |
Prevent Unspecified SKU Returns | When enabled, only returned products that match the shipped SKUs may be returned. |
Prevent Exceeding Shipped Quantity | When enabled, returned products will only be allowed up to the shipped quantity, not over. |
These options will all be disabled by default. After you've made changes, make sure to click Save at the bottom of the screen.
Return Reasons
To enable the easy marking of return reasons in the system, you will first need to create return reasons. This process only requires a few clicks per reason. Please refer to the brief guide provided below.
In the Return Reasons section, click Add New.
In the Create New Return Reason sidebar, enter/set the following information as needed:
Name*: Name the return reason. A short and clear name is recommended.
Warehouse*: Select the relevant warehouse.
Use a Customer Reason: When enabled, this option will be available as a customer return reason.
Use as an Actual Reason: When enabled, workers can select this as the actual return reason.
Active: When enabled, this return reason is active in the system.
Link with a Damage Reason: Disabled by default. When enabled, a damage reason (used during packing and other inventory management operations) can be linked to this return reason. Upon doing so, return items attributed to this reason will be automatically marked as damaged with the linked damage reason in the system. If this option is disabled, then items with this return reason will not be automatically marked damaged in the system when they are returned.
Linked Damage Reason*: Required if the Link with a Damage Reason button is enabled. Select a preset damage reason from the dropdown.
Once you've input the necessary information, click Save.
You will receive a confirmation message once the return reason has been created successfully.
You can now view your created return reasons in a list.
Return reasons cannot be deleted at this time. However, they can be edited. Click the name of the return reason to open the editing sidebar. Any reasons that you do not wish to use in the system can also be deactivated here.
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