Overview
Generate a Return Label
After you have set up your return address settings as described in the RMA Workflow article, follow the steps below to generate a return label.
After the label is created, you can email the RMA label to the customer or download the label to your local device as a PDF file:
- Go to Orders > Manage RMA > Open an RMA.
- Click Toolbox > Shipping Labels.
- Select a label and click Send Selected Via Email to email it.
- Fill in the Subject, Sender Name, and Sender Email. You can choose to Include RMA Invoice PDF as an Attachment.
- Enter your message.
- Click Send.
The email will default to the email template assigned to the RMA created on the Email Template Assignment page. Other templates will be available for selection from the Select Email Template dropdown menu.
To email return labels automatically in Client Settings, check Auto Send email when RMA Created.
Void an RMA Label
- Go to Orders > Manage RMA > Open an RMA.
- From the Action menu, select Manage Return Shipping Labels.
- Select the label you want to void.
- Click the Void Return Label icon.
- Open Settings > select company > Toolbox > scroll down and select Return Settings.
- Enter the return address for the return label, and select the default Shipping Carrier and Shipping Service. The carrier set here becomes the default for all new RMA return labels.
Do not put spaces, parentheses, or dashes into the Phone field since this may cause errors; format the number as shown below:
- Select ToolBox > Shipping API > confirm that the API credentials shown are for the default company for your RMA labels.
Learn more about creating and managing RMA’s here.
Generating a return label
After you have completed or verified the above:
- Open Orders and select Manage RMA; or,
- You can print a label right after creating an RMA from the Orders Page:
- Under Manage Return Labels, select Create New Label.
- Verify the information generated, and change Shipping Carrier, Shipping Service, Weight if needed.
After you select Generate Label, you can email the RMA label to the customer or download the label to your local device as a PDF file and print it anytime.
Voiding an RMA label
To void the RMA label, select Manage Return Label.
On the Manage Return Label, select the label you want to void.
From the dropdown menu, select Void Label.
