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0:00 Hi, this is Hannu. In today's video, we'll be covering the Returns tab of the Redo Merchant dashboard. The Returns tab is a great place for you to see the different statuses of your customers' returns.
0:11 As you can see, this top line or this top header is how you would filter between these different statuses. The "All" status is going to include all the customers that have started the return request.
0:23 It's a great place to start when searching for a return. Just a pro tip here, make sure to include the number sign (#) when you're searching for an order number.
0:30 For whatever reason, the Merchant dashboard likes to include the number sign (#) when searching by order.
0:37 You can also search by name and email. Both of those work great as well for searching the return.
0:45 The "Open" status is going to show you a list of the customers that have created their return request and have created their label, but they have not yet sent their return back by mail.
0:58 So you can see the shipping timeline shows that it's pre-shipment. You will have the option to download the label or resend the label in the event that the customer can't access it.
1:06 They should be able to see it in the return portal if they go back and view the status of the return.
1:11 They can access it there. They also are sent an email automatically. So hopefully, they got it the first time, but just in case, if you, as the merchant, need to resend it or download it, these options are here.
1:20 One helpful note here is that the cancel button will appear as long as the customer has not yet used their return shipping label.
1:41 A great option is if a customer reaches out to you as the merchant and wants to change their return type or changes their mind and just doesn't want to return anymore.
1:50 The cancel button will fulfill this function, allowing the customer to change their mind or cancel their return and refund them any costs associated with the return label if they had to pay for it.
2:01 What's awesome is that once you cancel, for example, in the instance that a customer would like to change this from an exchange to store credit instead of an exchange, it'll allow the customer to work through the return portal once again and select the options they would like.
2:14 If we go back, the "Needs Review" tab is for any orders that fall under a manual review process in the return flow or a step in the return flow.
2:24 These returns allow you to approve or deny the return before the customer gets their return shipping label. So you won't see any return label details here because this return still needs your approval.
2:36 It's a great option for either damaged or wrong item reasons because it allows you, as the merchant, to have a little more control over which returns come through and whether you'd like to approve or deny them.
2:49 The "In-Transit" status is pretty self-explanatory. It means that the item has been shipped, and it usually shows you a list of a comprehensive tracking history so you can see the status of the return and where it's at in its return journey.
3:06 The "Delivered" status is pretty straightforward as well. It's for returns that have been successfully returned. What's great about these is if you don't have automations on, this is where you would come in to complete the processing of the return.
3:33 If you do have automations on to process it right when it's delivered or when it's shipped, this process button will not be there, and it will show as "complete" instead of "delivered." It depends on how your automation is set up, but this is the tab you would go to if you do not have automations on and prefer to receive the return, review it, and process it on your end.
3:48 "Expired" returns are those outside of the return policy window that were initiated but were not completed.
4:08 Hopefully, this helps explain the return section. One more quick thing to highlight: you do have the option to export as a CSV for any of these filtering needs.
4:17 If you use the "All" view, it will export a list of all your current returns and past returns, which is very helpful for analyzing the data and producing specific metrics related to returns.
4:30 This ability will continue to improve as we add additional filtering options and specific metrics related to returns.
4:37 So hopefully, we'll continue to provide a premium experience for both you and your teams. If you have any questions, please let us know.
4:43 We're here for you. Hope this helps.
Navigating the Returns Tab in the Merchant Redo Dashboard
The Returns tab in your Merchant Redo dashboard gives you clear visibility into the status of customer returns. Here's how to effectively utilize each section:
Understanding Return Statuses
Use the top filter bar to switch between different return statuses:
All: Displays every return request initiated by customers.
Search Tip: Use the number sign (#) when searching by order number; you can also search by customer name or email.
Open: Shows returns where customers have created a request and generated a label but haven't mailed the item yet.
Available Actions: Download or resend shipping labels directly to customers.
Cancellation: Available if the label hasn't yet been used. Cancelling lets customers adjust their return options or cancel entirely.
Needs Review: Lists returns requiring manual approval before issuing a shipping label.
Ideal for managing returns involving damaged or incorrect items.
Allows you to manually approve or deny returns.
In-Transit: Tracks returns currently on their way back to you.
Provides comprehensive tracking history to monitor shipment progress.
Delivered: Shows returns that have arrived at your location.
If automation is disabled, manually process returns here.
If automation is enabled, returns appear as "Complete."
Expired: Lists returns initiated but not completed within your return policy window.
Exporting Return Data
Use the Export as CSV feature to download comprehensive data from any filtered view, especially useful in the "All" view for detailed analysis.
Future enhancements will include additional filtering capabilities and metrics for deeper insights.
Utilizing the Returns tab effectively helps streamline return management, ensuring clarity and efficiency for your business.
Feel free to reach out with any questions or further assistance!