X-RMA add-on module - X-Cart
Contents
1. Table of Contents 1 General Information Ar aaa 1 2 Installing and Uninstalling X RMA es222000000 00000000 nn RR nnnn nun nn nnnnn nun ann 3 2 1 System requirements EE 3 2 2 Installing A RMA seele neh ara ahnen ehe een A raa suuners sa aa aaa AEE aaa EREE 3 2 3 Uninstalling X RMA E 4 3 Admin ZONE HE 5 3 1 Enabling and configuring X RMA cs cccsssssessceeessccesseeeeseccessseeessaesensceessacensnaeesnsceesssaeseseeenseeeess 5 3 2 Setting product return time cccccsscesssesesessesesssnseeessesnsnsnseensnesnsesnseensnesnsesasesasnesnaesnseesseesesnsssnensnensas 6 3 3 Managing return E UC 7 3 4 Adding Modifying reasons for returnS unnuununananuununnnnnnnunnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnnnnn 11 3 5 Adding Modifying actions EE 12 A Customer ZONe ssssssssss155555555555555555555555555555555555uuuuuuunnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nn 13 4 1 Creating return requests sroine mosai aaaeeeaa aaraa narran rana nana rara rr 13 4 2 Managing previously placed return requests n uuu2auu2auunannnnnnunnnunnnnnnnnunnnunnnnnnnnunnnunnnnnnnnnnnnnnnnnnannnn 15 Thank you for choosing X Cart software solutions 2009 Ruslan R Fazliev All rights reserved General Information 1 1 General Information X RMA module is an optional add on for X Cart shopping cart software Designed for your customers convenience this module is a powerful means to automate pro2. Search Period from September aj 04 2007 Period to December aj 12 2007 sl ReturnID Statuses All Search Picture 12 Return search form 2 Use this form to find the return request you would like to modify The search results will be displayed in the form of a list 3 results found Returns Check all Uncheck all RetumID Product Order Date Status RMA 1 NIKON 1031 04 09 2007 14 33 42 Return COOLPIX authorized 8380 ARGENT NIKON 1032 04 09 2007 14 33 52 Return COOLPIX requested 880 ARGENT Designing 1036 12 12 2007 14 34 32 Return Web requested Usability Delete selected The operations below are for the first selected item only Modify Picture 13 Returns list 3 Do one of the following e Select the check box next to the return request you would like to modify and click on Modify e Click on the return ID link of the request you would like to modify The return Modify form opens 2009 Ruslan R Fazliev All rights reserved Customer zone 17 Modify Returns list EJ Reason for Wrong itern ordered sl returning What you would like us to Send replacement if within warranty sl d o Comment Picture 14 Modify form 4 Select the reason for returning the product 5 Select an action from the drop down list 6 Add your comments if necessary 7 Click on Modify Note To print the return slip click on Print Return s
3. 1 Download the module distributive x rma x y z tgz where x y z are the numbers of the module version from File area Software distributives 2 Uncompress the x rma x y z tgz file and copy the files to X Cart directory Note Please make sure you keep the directory structure during unpacking and uploading otherwise some necessary files can be overwritten 3 Run in the browser the installation script http www yourhost com xcart_dir install xrma php 4 Enter your authentication code accept the conditions of the License Agreement and click Next Note Auth code is a special authentication code that protects your X Cart installation Such a code was issued to you when you first installed your X Cart based store If you do not remember your Auth code you can look it up in X Cart s file include install php or in the Summary section of your store s Admin zone 5 Installation script will copy the files and make all the necessary changes in the database 6 After Module Installation is completed you need to log in as admin and setup the module enable RMA from the Modules section 2009 Ruslan R Fazliev All rights reserved 4 X RMA add on module for X Cart 4 1 12 User manual X Cart Gold and Pro module installations do not differ 2 3 Uninstalling X RMA To uninstall X RMA do the following 1 Launch the Installation Wizard Point your browser at the location of your store with the addition of i
4. Create ARGENT NIKON 04 09 2007 Return requested y Creation RETURNID CUSTOMER PRODUCT ORDER DATE STATUS i COOLPIX of credit COOLPIX 14 33 52 880 forbidden ARGENT Delete selected Update The operations below are for the first selected item only Modify Picture 5 Creation of credit is allowed for the return RMA 3 after its status has been changed to Return authorized Create link appeared in the CREDIT STATUS column Clicking on the Create link allows you to issue a credit to the customer who requested the return The Credit status is changed to Created 2009 Ruslan R Fazliev All rights reserved 10 X RMA add on module for X Cart 4 1 12 User manual 2 results found Returns Check all Uncheck all CREDIT RETURNID CUSTOMER PRODUCT ORDER DATE STATUS STATUS RMA 1 NIKON 1031 04 09 2007 Return authorized zl Created D Smith COOLPIX 14 33 42 880 ARGENT NIKON 1032 04 09 2007 Return requested 2 Creation i COOLPIX of credit soi a 14 33 52 a 880 forbidden ARGENT Delete selected Update The operations below are for the first selected item only Modify Picture 6 Credit has been created for RMA 3 return request Create link has changed to Created When you create a credit your customer gets a Gift Certificate for the sum of his return which he can use to purchase other things in your store The number of this GC is automatically sent
5. your own which are specific for your store To add new reasons for returns or to modify the existing ones select Add Modify reasons from the Returns section menu To add a new reason 1 Fill in the New reason field 2 Click on Update The new reason will be added to the list Add Modify reasons Damaged during shipping Delete Wrong item sent Delete New reason SR Update Picture 8 Adding reasons 2009 Ruslan R Fazliev All rights reserved 12 X RMA add on module for X Cart 4 1 12 User manual To delete a reason click on Delete next to the reason you want to remove 3 5 Adding Modifying actions Adding Modifying actions An action is what a customer would like you to do when he requests a return For example he might want you to give him a credit for future purchases at your store or to repair the broken item and send it back to him etc Select Add Modify actions in the Returns section menu To add an action 1 Fill in the New action field 2 Click on Update Add Modify actions other Delete New action a Update Picture 9 Adding actions To delete an existing action click on Delete next to the action you want to remove 2009 Ruslan R Fazliev All rights reserved Customer zone 13 4 Customer zone Find out how to create return requests Creating return requests Learn about the ways to manage previously placed return re
6. X RMA add on module for X Cart 4 1 12 User Manual 2009 Ruslan R Fazliev All rights reserved Company website www x cart com Revision date 10 03 2009 X RMA add on module for X Cart 4 1 12 User Manual 2009 Ruslan R Fazliev All rights reserved This User Manual is intended for X RMA add on module for X Cart v 4 1 12 It covers most of the areas of the add on module s installation and use and is applicable for both X Cart GOLD and X Cart PRO versions X RMA add on module for X Cart 4 1 12 User manual 2009 Ruslan R Fazliev All rights reserved All rights reserved No part of this work may be reproduced in any form or by any means without the expressed written permission of the copyright owner Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed 10 03 2009 Contents I
7. duct returns process X RMA Return Merchandise Authorization module is created to facilitate the procedure of returning the products which may be very annoying if you do not have a tool to deal with it X RMA organizes the process and prevents both you and your customers from negative experience and endless email correspondence X RMA enables convenient and quick product return procedure management The key features of this module include e Individual return period for each product e Automatic generation of a Return Slip e Option to issue a credit for future purchases e Configurable Return reasons e Email notifications about return authorization X RMA is a reliable and up to date solution that makes your business competitive You can purchase it at www x cart com 2009 Ruslan R Fazliev All rights reserved Installing and uninstalling X RMA 3 2 Installing and uninstalling X RMA Find out the system requirements for X RMA System Requirements Learn to install and uninstall X RMA Installing X RMA Uninstalling X RMA 2 1 System requirements For successful installation and work of the module you need an already installed X Cart GOLD or PRO 4 1 12 The version of the X RMA module being installed must correspond to the version of your X Cart the main software unit onto which the module is being added 2 2 Installing X RMA To install the module you have to perform the following actions
8. e 3990 00 List price 4433 33 Quantity in stock items 100 Low limit in stock fio Minimum order quantity fa Weight lbs fa 00 Product return time days 10 A Premium Membership wholesale Picture 1 Setting the product return time 4 Click on Save to apply the changes 3 3 Managing return requests Once RMA module is enabled the Returns link appears in the Management menu By clicking on Returns you access the admin zone Returns section You can use the Search form located here to search for return requests placed by your customers x Select the necessary period and click on Search The Return ID and Statuses fields help you to find the necessary return request quicker The Returns list will be displayed where you can modify delete update the existing return requests The STATUS column displays the current status of the return requests When a new request is placed by a customer it gets the status Return requested The admin is supposed to process the request by updating its status To update the return request status 1 In the Returns listlocate the return request the status of which you want to update O 2009 Ruslan R Fazliev All rights reserved 8 X RMA add on module for X Cart 4 1 12 User manual 2 Select the appropriate status from the Status select box Return authorized Return declined Return completed Removed by customer 3 Click on Update Note If a return r
9. equest is deleted by the customer Removed by customer status is set to this return request automatically Sometimes it may be necessary to modify the details of an already placed request To modify an existing return request 1 Do one of the following e Select the check box next to the return request you would like to modify and click on Modify e Click on the return ID link of the request you would like to modify The return Modify form opens Returns list E Customer John Smith Product Nikon Coolpix 880 Order 1031 Date 04 09 2007 14 33 42 Reason for returning Wrong description online sl What you would like us to do Repair and ship back aj Comment Status Return authorized sl Modify Print Return slip Picture 4 Modify form 2 Change the reason and or action selected by the customer or edit the text in the Comment field if necessary 3 Select the return status from the Status drop down list 4 Click on Modify to save the changes 2009 Ruslan R Fazliev All rights reserved Admin zone 9 You can use the Returns list link to go back to the returns management page When the admin changes the status of a return request to Return authorized or Return completed the Create link appears in the CREDIT STATUS column of this return request 2 results found Returns Check all Uncheck all CREDIT STATUS RMA 1 John NIKON 04 09 2007 Return authorized sl 630 00 r es 14 33 42
10. lip To delete an existing return request 1 Search for the necessary return request in the Returns section 2 In the Returns list select the check box next to the request you would like to remove 3 Click on Delete selected 2009 Ruslan R Fazliev All rights reserved X RMA add on module for X Cart 4 1 12 User manual 2009 Ruslan R Fazliev All rights reserved Printed 10 03 2009
11. nstall xrma php 2 At the first step of the Installation Wizard Step 1 License agreement select the Un install the module radio button 3 Click the Next button 4 The Installation Wizard will remove the module files and deactivate the module Step 2 Uninstalling the module Click Next to proceed 5 Step 3 Uninstallation complete is the final step of the uninstallation process It notifies you that the module has been successfully uninstalled Important After uninstalling X RMA be sure to remove the module distribution package from your web directory 2009 Ruslan R Fazliev All rights reserved Admin zone 5 3 Admin zone Find out how X RMA can be activated and configured Enabling and Configuring X RMA Learn how to set product return time Setting product return time Find out about ways to manage return requests Managing return requests Learn how you can add and modify reasons for returns Adding Modifying reasons for returns Learn to add and modify actions Adding Modifying actions 3 1 Enabling and configuring X RMA Enabling X RMA After X RMA add on module is installed you need to log into the Admin area of your store and enable it 1 Go to the Modules section of the store s administration back end Administration menu gt Modules 2 In the list of modules and add ons find the name RMA and select the check box opposite it 3 Click the Update button at the bo
12. on appears at the top of the page E Information Your return request has been successfully created Please await 3 response from our store administration You will be informed about the status of your request by e mail The new request is added to the Returns list To view the list of his return requests a customer needs to click on Returns in Your cart menu The current status of each request in the list is shown in the Status column 2009 Ruslan R Fazliev All rights reserved Customer zone 3 results found Returns Check all Uncheck all RetumID Product Order Date Status RMA 1 NIKON 1031 04 09 2007 14 33 42 Return COOLPIX authorized 880 ARGENT NIKON 1032 04 09 2007 14 33 52 Return COOLPIX requested 880 ARGENT Designing 1036 12 12 2007 14 34 32 Return Web requested Usability Delete selected The operations below are for the first selected item only Modify Picture 11 Return request status A customer gets an e mail notification when his return request is authorized 4 2 Managing previously placed return requests 15 You can modify delete the return requests previously placed by you via the Returns item in Your cart menu To modify an existing return request 1 Click on Returns in Your cart menu The return search form appears 2009 Ruslan R Fazliev All rights reserved 16 X RMA add on module for X Cart 4 1 12 User manual
13. quests Managing previously placed return requests 4 1 Creating return requests To create a product return request _ Select Orders history from Your cart menu 2 Search for the order you would like to create a return request for 3 Click on its number or status and the Order details page opens 4 Scroll down to the Create return request form Note A customer can create return requests only for products the product return time of which is greater than 0 zero If you do not see the Create return request form on the Order details page the creation of the return request is impossible It means that either the return time of the products in your order is 0 zero or the time during which the return request could be placed expired 5 Set the amount of the product s you want to return 6 Select the reason for returning 7 Select the action you would like the store administration to do for you 8 Leave your comments if necessary 9 Click on Create 2009 Ruslan R Fazliev All rights reserved 14 X RMA add on module for X Cart 4 1 12 User manual Create return request Product Quantity IT Designing Web Usability 1 Ej Reason for returning Wrong item ordered sl What you would like us to do Send replacement if within warranty Comment Create Picture 10 Create return request form After the return request has been successfully created the confirming notificati
14. to the customer s e mail address You can click the Created link to view the details of the issued GC Gift Certificate Details Gift Certificate Details From Return service To customer Message Return Credit for future purchases Amount 680 00 Template template_default tpl E mail Address E Mail johnsmith2003 yahoo com Go Back Picture 7 GC details can be seen after you click the Created link Note please be aware that when a return request receives a Return authorized or Return completed status it is not automatically reflected in the Quantity in stock items of the product If you approve a return request you will need to edit the quantity in stock manually if and when the product is returned 2009 Ruslan R Fazliev All rights reserved Admin zone 11 To delete an existing return request 1 In the Returns list select the check box next to the return request you want to remove 2 Click on Delete selected 3 4 Adding Modifying reasons for returns Adding Modifying reasons for returns We included with the module a few pre set reasons for which a customer might want to return the products sent to him like Wrong item ordered or Damaged during shipping etc Every time a customer creates a return request he has to choose one of these reasons to explain why the return is requested If necessary you can modify the reasons we provided or you can add reasons of
15. ttom of the list Configuring X RMA After activation the add on module needs to be configured 1 Go to the section General settings Modules options gt RMA options 2009 Ruslan R Fazliev All rights reserved 6 X RMA add on module for X Cart 4 1 12 User manual General settings RMA options Return request is created notification to orders department Return request is authorized Vv notification to customer Return request is declined Vv notification to customer Save 2 Adjust X RMA options Use the corresponding check boxes to enable notifications to orders department and customer about different statuses of return requests 3 Click the Save button 3 2 Setting product return time The store admin decides what products can be returned by customers and sets the time during which a customer is allowed to return a purchased product To set the product return time 1 Use the Search form on the Product management page to find a product you want to set the return time for 2 Go to the Product details page 3 Use Product return time field to set up the time period days within which a customer can return the product with the comments indicating the reason for returning If you set the return time of some product to 0 zero your customers will not be able to return this product 2009 Ruslan R Fazliev All rights reserved Admin zone 7 Pric
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