How to Set Up the Returns Portal

How to Set Up the Returns Portal

WMS360 includes a returns management workflow under Customer Service that lets you process return requests, issue refunds, and handle incoming returned stock.

Navigation

Go to Customer Service > return-requests (route: /clients/customer-service/return-requests).

Viewing Return Requests

The returns page includes filters for:

• Status — filter by return status
• Date range — narrow by date
• Customer search — find by customer name
• Order number — search for a specific order

The table shows: Order Number, Customer Name, Return Status, Reason, Amount, Date, and Actions.

Processing a Return

Click the Actions button on a return row to open the Return Drawer. The drawer shows:

| Section | Contents | |---------|---------| | Order details | Original order information | | Items Returned | Which items are being returned | | Refund Amount | Value of the refund | | Reason | Customer-provided return reason |

Available Actions in the Return Drawer

• Approve — accept the return request
• Reject — decline the return request
• Mark Received — confirm the physical stock has been received back
• Print Label — generate a return shipping label
• Send Message — communicate with the customer about the return

Creating a Return from the Orders Page

You can also initiate a return from the Orders list. Select one or more orders and click Create Return from the Bulk Actions bar.