Return orders

Managing Return Orders in Naologic

Handling return orders is an essential part of providing excellent customer service. In this article, we'll cover how to create, process, and manage return orders in the Naologic Sales module, including specifying shipping methods and return terms.

Accessing the Return Orders App

To access the Return Orders app in Naologic:

  1. Locate the "Sales" tab in the global navigation.
  2. Hover over the "Sales" tab to reveal the options.
  3. Select "Return Orders."

Inside the Return Orders table, you can create and manage return orders for your customers.

Creating a New Return Order

To create a new return order:

  1. Click the "Create Return Order" button in the Return Orders table.
  2. Fill in the account, shipping address, and other return order basics.
  3. Associate the return order items with the order being returned.
  4. Specify the shipping method for the return.
  5. Define the return terms and conditions.
  6. Associate the lead source with the return order.
  7. Click "Create Return Order" to save and view the return order in your Return Orders table.

Return Order Statuses

Return orders can have various statuses, including:

  • Pending Approval: The return order is awaiting approval.
  • Approved: The return order has been approved.
  • Processing: The return order is processing, and no other action can be taken.
  • Completed: The return order has been completed.
  • Cancelled: The return order has been cancelled.
  • Rejected: The return order has been rejected.

Monitoring return order statuses helps you manage returns efficiently and provide timely updates to customers.

Deleting a Return Order

To delete a return order:

  1. Hover over the desired return order item in the table.
  2. Click the "Options" button to reveal available actions.
  3. Select "Delete" and confirm your action.

Deleting a return order will remove it from your Return Orders table and cannot be undone. Be cautious when performing this action.

Effectively managing return orders is crucial for maintaining a high level of customer satisfaction. By understanding how to create, process, and manage return orders in Naologic, you can address customer concerns and ensure a smooth return process. Follow these steps to handle return orders efficiently and enhance your customer service efforts.

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