Return Profiling automates decisions to authorize a return. You can define smart rules that automate when returns are accepted and against what conditions. Return Profiling automation rules are available in the Professional and Enterprise plans.
The return profiling automation rules can be opened from the Automation Rules menu under the account settings.
Return profiling rules only work for return policies that have the "Authorization active" parameter set to "Y". Return profiling rules can be created at 2 levels:
For a product on the return
On the product level following automation rules can be created:
authorize the product: this rule override the default product authorization settings
Use-case: you can set the default product status to "requested" (default) or "rejected" and automatically reset the product status to "approved" when certain criteria are met. This option is designed for warranty returns and allows you to fully automate the Return Material Authorization process.
set a product attribute: this rule automatically sets a system or custom product attribute
Use-case: you can automatically enrich the data of a product record with a pre-defined value when certain criteria are met.
For the entire return
On the return level following automation rules can be created:
authorize the return: this rule overrides the default return authorization settings
Use-case: you can activate authorization for a return and manually review the return request. With automation rules, you can bypass the manual review and authorize the return automatically. For example:
1) automatically authorize a return when the customer type is equal to "consumer"
You can also combine the power of return profiling automation rules with settlement automation. For example:
2) automatically authorize a return when the order value is below € 100
3) automatically authorize a return when the requested return % is below 50%
add a product to the return: this rule automatically add a product to the return
Use-case: when a product includes accessories, you can automatically add a product "accessory" to indicate that the customer should also return the accessory.
Create Automation Rule
An automation rule can be created by selecting the "target model". Next following can be defined:
General
Return policies
Model items
Automation criteria
General
When the automation rule has been created, the general parameters can be defined:
Trigger models: these models define the attributes for which you can trigger the automation rule
Action configuration: define the action that needs to be executed by the automation rule
Return policies
All return policies can be selected for which the automation rule applies:
Model items
All items from the selected trigger model can be selected for which the automation rule applies:
Automation criteria
Define additional criteria that define if the automation rule needs to be triggered.
Automation criteria exist in 2 types:
Predefined rules: a predefined rule is executed with system-defined criteria
Specific rules: a specific rule is executed with user-defined criteria
Automation rules activation and priority
In the automation rules overview, a rule can be activated or de-activated. With drag and drop, the priority of all rules can be defined. A logical sequence of all rules within a target model (return or product) is important to make sure that all rules are executed as intended.
For more information about defining Return Profiling automation rules, please contact your success manager or support team.