Difference between revisions of "RMAgent (NEW)"
From crazysales
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| − | + | ==='''<span style="color:#0000CD">INTRODUCTION'''=== | |
| − | + | *This '''NEW RMA VERSION GUIDE''' is for the '''Requester''' [CSPH agent handling the customer’s case] and for '''Approver''' [Assigned CSPH Staff (Jeric, Ferd and Richard) to Check, Confirm or Cancel the Request].<br> | |
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| − | + | ==='''<span style="color:#0000CD">GENERAL INFORMATION'''=== | |
| − | |||
| − | + | *The new RMA tool can be accessed by anyone who has the '''Management''' tab on their own backend tool<br> | |
| − | |||
| − | [[File: | + | [[File:Example.jpg|300px|]] |
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| − | + | *Once accessed, the RMA interface will appear: <br> | |
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| − | + | [[File:RMA2.jpg|1000px|]] | |
| − | a. RA Case ID – generated once case has been requested | + | |
| − | b. Order ID - order ID of the customer | + | |
| − | + | *On the RMA interface, by using the search bar, CSPH can search previously requested cases using an Order ID or filter the cases by type of Action, Resolution, Issue, or Status: <br> | |
| + | |||
| + | |||
| + | [[File:RMA3a.jpg|1000px|]] | ||
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| + | |||
| + | *CSPH can sort cases by date. Click the arrow up next to the 'CreatedTime' to sort cases from oldest to latest, or arrow down to sort from latest to oldest:<br> | ||
| + | |||
| + | |||
| + | [[File:RMAnewv1.png|500px|]] | ||
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| + | |||
| + | *At the bottom of the page, click on the number of the page you want to view: | ||
| + | |||
| + | |||
| + | [[File:RMAnewv2.png|700px|]]<br> | ||
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| + | *The '''RA Case ID''' and '''Order ID''' <br> | ||
| + | :a. '''RA Case ID''' – a unique number generated once case has been requested, click to view the case request details<br> | ||
| + | :b. '''Order ID''' - the original order ID of the customer, click to view the original order details<br> | ||
| + | |||
| + | [[File:RMA6a.jpg]] | ||
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| + | *Once the cases are processed, on the '''Resolution''' column will appear the '''RA Resend Part#''' for replacement parts with the tracking number (once sent out) or the '''RA Resend New Order#''' for replacement whole item or kitting parcel with the tracking number (once sent out). | ||
| + | |||
| + | [[File:RMAnewv3.png|700px|]] | ||
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| + | ==='''<span style="color:#0000CD">PROCEDURES'''=== | ||
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| + | |||
| + | *'''[[RESEND (ITEM or KITTING BOX) ]]'''<br/> | ||
| + | |||
| + | *'''[[REFUNDS]]'''<br/> | ||
| + | |||
| + | *'''[[NEW JOB - REQUESTING PARTS (AU WAREHOUSE)]]'''<br/> | ||
Latest revision as of 13:16, 14 November 2023
INTRODUCTION[edit]
- This NEW RMA VERSION GUIDE is for the Requester [CSPH agent handling the customer’s case] and for Approver [Assigned CSPH Staff (Jeric, Ferd and Richard) to Check, Confirm or Cancel the Request].
GENERAL INFORMATION[edit]
- The new RMA tool can be accessed by anyone who has the Management tab on their own backend tool
- Once accessed, the RMA interface will appear:
- On the RMA interface, by using the search bar, CSPH can search previously requested cases using an Order ID or filter the cases by type of Action, Resolution, Issue, or Status:
- CSPH can sort cases by date. Click the arrow up next to the 'CreatedTime' to sort cases from oldest to latest, or arrow down to sort from latest to oldest:
- At the bottom of the page, click on the number of the page you want to view:
- The RA Case ID and Order ID
- a. RA Case ID – a unique number generated once case has been requested, click to view the case request details
- b. Order ID - the original order ID of the customer, click to view the original order details
- Once the cases are processed, on the Resolution column will appear the RA Resend Part# for replacement parts with the tracking number (once sent out) or the RA Resend New Order# for replacement whole item or kitting parcel with the tracking number (once sent out).
PROCEDURES[edit]
