Detailed Set Up and Usage

This page provides detailed instructions on how to set up the Automated RMAs and Returns app for Shopify.

We are always striving to improve this Shopify app, so if you have any suggestions of what we can do to help improve your workflow, please send us an email.

Current shop requirements:

  • At this time, the app works for stores based in the United States and Canada. Email us to activate prepaid labels for your country.
  • Products must have shipping weights must be entered in the store. Our app uses this to calculate accurate shipping costs.
  • Be sure your EasyPost account is funded. This is required for generating valid shipping labels.

Videos Showing Usage and Setup

For those that prefer text, see configuration instructions below

General Settings
Once logged in, click on the Settings link. It will bring you to the "General settings" tab, you will have the "client side app" link that you paste into a page on your shop (more details further down).

Return Policy
The "Return policy" section is where you define the number of days your customer has to return an item from the time of purchase. If the date is past the defined time, it won't be available for them to select when they are attempting a return.

Unchecking the box will make the option unavailable to your customer.

In the text boxes, you can write a custom message letting your customer know what they should expect when selecting that particular option.

Return reasons on customer screen correspond to the list in the settings

Return Reasons
The "Return reasons" section is a list of common return reasons that your customers can select from. You can add them by entering the reason in the box and clicking the green "plus" button to add it to the list. Clicking the red "minus" button, will remove the item from the list.

"Return Status Options" in dashboard screen correspond to the list in the settings

Return Status Options
The "Return Status Options" list works similarly. Adding and removing entries from this list will be reflected in the dashboard. The items on this list are used to help you keep track of which stage of the process your customer's return is. Use any terms you'd like.

Configure Settings - Email

Email notifications
The "Email notifications" section is where you enter the email address you'd like the returns notifications sent to. Each time a return is initiated, you will receive an email to this address.

Sender email
The "Sender email" is the address that is used to send return confirmations and status updates. This is the address your customers will see in their inbox.

Instructions
The instructions will be displayed to your customer with their prepaid shipping label. This is the area where you can instruct where to send their return if they chose to use their own shipping method. A copy of the instructions that you enter will also be emailed to your customer.

Return Status options
You can enter messages that will be sent to your customer each time you update the status in the dashboard. If left blank, no email will be sent.

Configure Settings - Shipping

Address
Enter the address that customer returns should be sent to. Name, address and phone number are required.

Easypost API
Head over to Easypost.com and sign up to an account. This account will be used to generate shipping labels. Enter your billing info and copy the Production Secret API key and paste it into the app.

Shipping Boxes
Enter the dimensions of the shipping boxes you use for shipping. You can enter as many as you need by clicking the green "plus" button. You can remove items from the list by clicking the red "minus" button. Dimensions entered must be entered in inches. The app will take these dimensions and the weight entered in your product settings to calculate the proper shipping cost for your customer's return.

Add Page to Your Store

Returns Page
Add a new page by navigating to your Shopify's Online Store menu, then go to the Pages section and click Add.

Name the new page "Returns" and paste in the "Client side app" code found in the App's General Settings.

It will look something like this: <iframe src="https://shopify-plugin.herokuapp.com/client/#/main/0100" width="100%" frameborder="0" height="750px"></iframe>

The link will be unique to your store.

Be sure to have the Show Editor button enabled, then paste the code into the page and Save.

Your Automated RMAs and Returns app is now ready to use.