In the Sales Screen, click the NEW RETURN button
You can now start building your RA:
1. Customer = Shopify Store Name
2. Attention = Website Customer
3. Send Return To: = If you have a Returns App integration you can select them from this list
4. Return No: = You can insert the Returns App Return # here
5. Ref = You can add the original Shopify order number here
6. Return To: = The warehouse you will be returning the inventory to
NOTE: If you do not wish to return the inventory to a warehouse, you can select ‘NONE’ or you can select your faulty warehouse.
7 & 8. Reason = Your return reason category and subcategory.
Once you’ve finished building your RA you can GENERATE the RA and the status will change to ACTIVE.
Once the returns parcel has arrived to your warehouse and you are ready to process the return, you can follow these steps to add the item back to inventory and close your Glass RA.
1. Open the Credit Note Tab
2. Select Mark as Refunded
NOTE: ALL WEB ORDERS need to have this selected BEFORE generating the credit note. This ensures we close off the RA and don’t leave any open credits in the system for this Return. Even if you want to issue the customer a credit note rather than a refund, you will be generating the credit in Shopify admin so you still need to select Mark as Refunded.
3. Auto-fill all with RA QTY
4. Generate Credit note
Your return is now fully processed, the item is returned to inventory and the credit note is closed.
