Introducing you to Originate

Learn how your customer service team can approve, un-approve, and manage requests for refunds, exchanges, store credits, and warranties.

Michel Mongeau avatar
Written by Michel Mongeau
Updated over a week ago

Originate makes it easy for your customer service team to see and maintain all the RMAs that are coming in. It gives your team complete control over the returns process with the power to approve, un-approve, and process requests for refunds, exchanges, store credits, and warranties. 

Click here to visit your Originate homepage.


How to Search for a Return:

To find an RMA in Originate, visit Originate RMA and follow these steps:

  1. Select the magnifying glass and search by: Order Number, RMA number, Order Name, Customer, or Email.

  2. Select the search criteria (Return Reason, Return Type, Return Status, Date Range) for the RMA you are looking for.

  3. Select the RMA to open the RMA information


How to Process an RMA:

Visit Originate RMA to start processing an RMA. Once on the Originate home page follow these steps:

  1. Locate the RMA you would like to process.

  2. Select the RMA number for the RMA you’d like to process.

  3. Once in the RMA, Approve the items you would like to process by selecting the slider to the right. Repeat for each item in the RMA as needed.

  4. Make any adjustments to the financial fields for the return (ex. Adding a $5 processing fee to the “Deductions and Fees” field).

  5. Select the green “Process” button.

  6. Repeat steps 3-5 for all of the return types that appear in the RMA

Additional Information: If you would like to bypass the process workflows to process the RMA manually on your own, be sure to select the dropdown next to “Process” and select “Process Manually”


We're here to help! Email us at support@returnlogic.com or use the live chat inside the platform with any questions or feedback.

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