The dashboard is divided into two distinct sections for your convenience. The first section provides a comprehensive overview of the essential settings necessary to initiate your return business successfully.
The second sections gives some more detailed instructions for several chapters.
Overview about setting status
This overview provides valuable insights into any missing settings needed to commence your initial return. It is structured into three hierarchical levels for clarity:
First Level: This encompasses each configured portal.
Second Level: Here, you'll find all linked return types.
Third Level: This level is further divided into "Return Creation" and "Logistics" sections, each specific to a particular return type.
Additionally, there are three types of messages to keep you informed:
Success: Indicated by a green background, this message signifies that everything is in order, and no further action is necessary.
Warning: Presented in yellow, this message type suggests that while configuration may not be missing, some action is required to utilize the specific portal or return type. A warning is typically displayed at the return type level if the return type is inactive.
Error: Displayed in red, an error message indicates that a portal or return type cannot be used, as a critical setting is required.
This categorisation helps streamline the process and ensures you can quickly identify and address any issues or requirements for your return business.
Below, you'll find an example featuring two created portals alongside their respective return types.
While the standard portal can be used only for the "Returns" return type, it's important to note that the return type "Warranty" is currently inactive.
Using the "New Brand Portal" for requesting returns is not recommended, as both end customers and customer service agents lack the capability to create returns due to incomplete settings.
In case an error message appears, you will receive a detailed notification indicating which setting is missing. Additionally, you will be provided with the necessary steps to take in order to resolve the issue effectively.
The image above illustrates a portal with a linked return type, but crucial settings are absent, hindering the return request process. Here's a breakdown of the missing settings at various levels:
Portal Level:
Origin countries have not been specified.
Return Type - Return Creation:
Origin countries have not been defined.
There is no option to add a product to a return since neither an order connector nor at least one product has been configured.
Return Type - Logistics:
This return type lacks an active route.
No package type is associated with this return type.
The absence of these critical settings currently prevents the initiation of a return request.
Instructions
Detailed instructions for the following sections can be found below:
Account
Channel
Return policy (also called return type)
Logistics
Agents