Manage returns (RMA)

Elevate plan

Before you start

• Elevate plan.
• A supplier you’re returning to.
• The goods physically with you.

Steps

1. Supply Orders → Return Orders → Create Empty RMA (or Create from Order if you’re returning a Shopify order line, or Create from CSV/XLSX for bulk).
2. Pick supplier; optionally link a source PO.
3. Add line items — variants + quantities to return.
4. Pick reasons (header reason; per-line reasons).
5. Submit for approval if your team requires it. Otherwise approve directly.
6. Mark Approved → ship → mark In Transit. To collapse approval + ship into one click, use Quick Approve & Ship from the Pending Approval split-dropdown.
7. When supplier confirms receipt, mark Received by Supplier.
8. After inspection, mark Inspection Complete.
9. Issue the credit (single line / Individual / Grouped).
10. Mark Resolved → Closed. Quick Close from In Transit or Received by Supplier collapses the remaining steps into one click.

Worked example

Returning 20 defective units. Supplier issues a grouped credit for €500. I create the RMA, use Quick Approve & Ship from Pending Approval, mark the supplier’s receipt, run Inspection Complete, then “Issue grouped credit” with €500. Mark Resolved → Closed.

Common failure modes

Symptom	Likely cause	Fix
RMA cancelled but credits still active	Cancellation doesn’t auto-void credits.	Void manually.
Total credit amount looks wrong	Used the single-line credit action only; the rollup didn’t recompute.	Issue at least one Individual or Grouped credit.

See also

• Return Orders → Lifecycle
• Return Orders → Issuing supplier credits

Last updated: 20 May 2026