RMAgent (NEW) Training
From crazysales
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]