Correctly creating and tracking returns in ShipHero ensures that your inventory is accurate. It will also help to keep your accounting correct in relation to customer credits, shipping costs and more. This article will walk you through the steps of Creating a Return in ShipHero via the desktop interface.
Create Return - Step 1
Create Return - Step 2
How to Create a Return - Video Tutorial
Create Return - Step 1
Follow these steps to create a return in ShipHero.
- From app.shiphero.com, navigate to Orders --> Manage Orders.
- Click on the order number you want to return to open the Order page.
- While on the individual order page, scroll down to reach the Actions Menu.
- Click Return Order.
Create Return - Step 2
- After clicking the Return Order button, a new page appears displaying the return order. Select the checkbox next to the product(s) you wish to return.
- Choose the quantity to return by typing in the number, then select the return reason and the return type from their respective dropdown menu.
NOTE: You can also input a note in the Notes section if applicable. This will appear on the Returns > All Returns page in the Internal Notes column, which can be exported.
- Review the Customer Information section. This data is pulled from the original order.
- Review the Shipping Info section. Adjust the Weight if applicable and select the Return Label Type.
- Choose the Shipping Carrier and Method for the return label.
- In the Return Options area, click Generate RMA.
NOTE: By default, the return label is emailed to the customer email address from the customer info section. You can choose "Do not email customer return label" if you don't want it to automatically send.
How to Generate RMA if Customer Data is Obscured
Per the screenshot below, you can see that in the case of this particular order, the customer data is hidden. Before trying to generate the return label, be sure to reach out to the customer to get their information and fill in these fields. Without the actual, unobscured data the Return label will not generate.
For 3PLs
Child accounts can create RMAs. However, in order for it to be visible to the 3PL, the 3PL's warehouse will need to be selected when creating the RMA. Please make sure any child accounts are aware of this.
How to Create a Return - Video Tutorial
NOTE: This link will open in a new window on YouTube.
