1.Overview

WooCommerce Refund And Exchange Extension with RMA allow users to Refund the product, Exchange the product, Cancel the Selected product and Cancel Order. This plugin also provides the Refund and Exchange feature for the guest user.

FEATURES

  • The merchant can enable/disable refund request feature.
  • The user can refund the product of an order after delivery.
  • The user can submit multiple product refund request with reason.
  • Add Refund Policy Setting according to Price and Time-Based Method.
  • Add Catalog Settings for a set refund and exchange days of products according to the Catalog.
  • Add a Coupon Regenerator for allowing the customer to change Wallet Coupon Code.
  • Add a Shortcode to display the Customer Wallet on any page.
  • Add a Setting to manage Customer Wallet from the user edit page.
  • To add a payment gateway for User to make payment through their wallet.
  • The merchant can enable customer wallet to save the refunded amount into customer wallet except to refund the amount.
  • The merchant can manage stock for the approved request.
  • The merchant can enable requests for selected order status.
  • A user can pay an excess amount in the exchange process.
  • The merchant can Customize refund and exchange mail content.
  • Merchant and admin both notify by email for all events.
  • Exchange feature is enabled for a selected number of days from order delivered.
  • The user can submit multiple product Exchange request with reason.
  • Merchant can enable/disable Exchange request feature.
  • The merchant can prevent selected category product for the refund.
  • The merchant can exclude shipping cost for refund product.
  • The merchant can disable refund feature for sale items.
  • Refund feature is enabled for a selected number of days from order delivered.
  • The customer can also exchange order in less old order amount and left amount refunded to the customer.
  • Quantity will be updated on time of canceling the order.
  • Admin can also refund amount later in case of wallet disability.
  • Now you can exchange your ordered product with the same product and it’s variations only.
  • Now you can also send a custom email template for refund and exchange request.
  • Easy Customization.
  • Simple and Easy to use.
  • It allows the customers to cancel only the selected product.

2.Installation

AUTOMATIC INSTALLATION

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

Steps are as follows :

1. Download the zip folder of the plugin WooCommerce Refund And Exchange with RMA.

2. Once downloaded install the plugin through browsing and activate it.

MANUAL INSTALLATION

Manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our WooCommerce Refund And Exchange with RMA Extension and uploading it to your web server via your favorite FTP application.

Steps are as follows :

1. Upload the WooCommerce Refund And Exchange with RMA folder to the /wp-content/plugins/ directory.

2. Activate the WooCommerce Refund And Exchange with RMA Extension through the ‘Plugins’ menu in WordPress

3.Admin Setting

Merchant; as an administrator of the store has the full right to manipulate the setting options to customize the refund and exchange process accordingly. The admin setting includes refund product setting, exchange product setting, common setting, cancel order setting, wallet setting, Tax setting, catalog setting, and Mail Configuration setting.

Here are all the settings in detail.

3.1.Refund Request Setting

With these setting options, the admin can manage refund-related settings. The options include:  

RMA-refund-setting

Enable:

The merchant can enable this feature from here.

Sale Items:

The merchant can prevent Sale items from refund by checking the checkbox.

Exclude Shipping Fee:

The merchant can enable shipping cost from here. If the checkbox is unchecked then merchants can’t add an extra fee to requested products.

Enable Refund Note on Product Page:

Admin can enable a refund note for the product on the product detail page.

Refund Note on Product Page:

The User gets the refund note for the product on the product detail page.

Minimum Number Days:

The user can submit a refund request up to the selected number of days from delivery date.

Minimum Order Amount:

The minimum order amount must be greater or equal to the selected order amount for the refund feature.

Exclude Category:

The merchant can prevent selected categories of items from refund requests.

Enable Attachment on Request Form:

The merchant can enable the attachment field on the refund request form.

Enable Refund Request Reason Description:-

The merchant can enable the reason description field on the refund request form.

Enable Manage Stock:

The merchant can enable Manage Stock when a refund request is approved.

Select Order status in which order can be refunded:

The merchant can enable a refund request for the selected order status.

Deduct coupon amount from refund amount:

The merchant can enable this to deduct the applied coupon amount at the time of refund.

Enable to block customer refund request mails:

The merchant can enable this feature to prevent the customer’s from receiving any refund-related mails.

Enable hide refund button for the customer:

The merchant can hide the refund button on the frontend.

3.2.Exchange Request Setting

These options let the admin manage the exchange related setting. There are the following fields on this page.

exchange-request-seeting

Enable:

The merchant can enable this feature from here.

Enable Exchange Request with same products or its variations:

In this setting, you can exchange your product order with the same product and its variations.

Sale Items:

The merchant can prevent Sale items from the exchange by checking the checkbox.

Include tax:

The merchant can include tax with the exchange request by clicking the checkbox.

Exclude Shipping Fee:

The merchant can enable shipping cost from here. If the checkbox is unchecked then merchants can’t add an extra fee to requested products.

Enable Exchange Note on Product Page:

Admin can enable an exchange note for the product on the product detail page.

Exchange Note on Product Page:

The user gets the exchange note for the product on the product detail page.

Minimum Number Days:

The user can submit an exchange request up to the selected number of days from the delivery date.

Minimum Order Amount:

Minimum order amount must be greater or equal to selected order amount for exchange feature.

Exclude Category:

The merchant can prevent selected categories of items from exchanging requests.

Enable Exchange Request Reason Description:

The merchant can enable the Reason Description field on the exchange request form.

Enable Manage Stock:

The merchant can enable Manage Stock when an exchange request is approved.

Select Order status in which order can be Exchange:

The merchant can enable an exchange request for selected order status.

Enable to block customer exchange request mails:

The merchant can enable this feature to prevent the customer’s from receiving exchange related mails.

Enable hide exchange button for customer

The merchant can hide the exchange button on the frontend.

3.3.Common Setting

These setting options include:

refund-and-exchange

Enable:

This setting works for both refund and exchange requests. After enabling this feature the merchant can approve both refund/exchange requests.

 Sidebar:

The merchant can enable the settings for showing the sidebar in the refund and request form.

Custom CSS:

The merchant can change the physical properties of refunds from, exchange form, wallet using the custom CSS.

Shortcode for Wallet:

To display the customer Wallet paste this shortcode on the selected page.

Shortcode for Guest login Form: 

To create a guest user form use this shortcode.

3.4.Cancel Order Setting

In this setting option, the admin can set up the various aspects of the cancel order feature displayed on the frontend.

WooCommerce Refund And Exchange-CancelOrder

Enable:-

After enabling this settings merchant can approve the cancel order request.

Enable Order’s Product Cancel:-

After enabling this setting merchant can allow the customer to cancel only the selected products.

3.5.Wallet Setting

All the settings related to the wallet feature of this plugin can be managed under this setting option. 

WooCommerce Refund And Exchange-WalletSetting.png

Enable Wallet:-

The merchant can enable this to save the refunded amount into the customer wallet.

Enable to Select Refund Method to Customer:-

Enabling this setting the Admin allows the customer to select the amount refund method. It may be a manual refund or in the customer wallet.

Cancel Order Amount to Wallet:-

The merchant can Enable this for adding the Order amount with coupon discount to customer wallet for those orders which is paid and having status Processing and Completed and going to be canceled due to some reason.

Wallet Coupon Prefix:-

The merchant can set the coupon prefix to make it unique.

3.6.Text Setting

With these setting options, the admin can modify the text to be displayed on various buttons added on the frontend.

WooCommerce Refund And Exchange-TextSetting

3.7.Catalog Setting

WooCommerce Refund And Exchange-CatelogSetting

Add/Remove(+/-):

Add a new catalog after first.

Remove catalog

Catalog Name:

Here the merchant can give the name of the product group.

Select Catalog Products:

Here select products of catalog group.

Maximum Refund Days:

Set maximum Refund Days of selected Products.

Maximum Exchange Days:

Set maximum Exchange Days of selected Products.

3.8. Mail Notification

Go to WooCommerce > RAE SETTING.
 This page is basically for notification. There are the following 3 tabs here.

BASIC:-

From Name: All email notification to the user is sent from this name.

From Email: All email notification to the user is sent from this email.

Predefined Refund Reason: Merchant can set multiple Predefined refund reasons which may be the reason for Users.

Predefined Exchange Reason: Merchant can set multiple Predefined exchange reasons which may be the reason for User.

WooCommerce Refund And Exchange-BasicEmailNotification

Enable Price Based Policy:-

Enable/Disable this feature from here.

Number Of Refund Days:-

Days Of Product Refund.

Percentage Price Reduced:-

Set the percentage of the price that will be reduced on the refund.

Price Deduction Message:-

Set a Price deduction message for the customer.

Enable Time Based Policy:-

Enable/Disable this feature from here.

Allow Refund Request Between:-

Set time of Products Refund.

MAIL NOTIFICATION FOR REFUND:-

Merchant Refund Request Subject: Subject of refund request which Merchant received for an Order.

Refund Request Received Subject: Subject of refund request which the user received for their Order.

Received Refund Request Message: Message content of refund request which users received for their Order.

Approved Refund Request Subject: Subject of the approved request which user received for their Order.

Approved Refund Request Message: Message content of the approved refund request which user received for their Order.

Canceled Refund Request Subject: Subject of the canceled request which user received for their Order.

Canceled Refund Request Message: Message content of canceled refund request which users received for their Order.

Enable to the custom email template: Enable this when you want to put a custom email template in the editor and put your email template under the text tab of the editor.

refund-and-exchange
refund-and-exchange

MAIL NOTIFICATION FOR EXCHANGE:-

Merchant Exchange Request Subject: Subject of exchange request which Merchant received for an Order.

Exchange Request Received Subject: Subject of exchange request which users received for their Order.

Received Exchange Request Message: Message content of exchange request which users received for their Order.

Approved Exchange Request Subject: Subject of the approved exchange request which user received for their Order.

Approved Exchange Request Message: Message content of approved exchange request which users received for their Order.

Canceled Exchange Request Subject: Subject of canceled exchange request which users received for their Order.

Canceled Exchange Request Message: Message content of canceled exchange request which users received for their Order.

Enable to the custom email template: Enable this when you want to put a custom email template in the editor and put your email template under the text tab of the editor.

refund-and-exchange
refund-and-exchange

MAIL NOTIFICATION FOR RETURN SHIP LABEL:-

WooCommerce Refund And Exchange-ReturnShipEmailNotification

3.9.Product Detail Page

Go to Products and choose any product.From the product detail, the page on the Advanced section merchant can disable refund and exchange requests for each product. By default, the product is enabled for refund and exchange requests.

WooCommerce Refund And Exchange-simple-product

 

3.10.Manage User Wallet

Go to the User listing page in the admin panel. There is a column User Wallet with the wallet codes and the amount of each customer. If no wallet generated the admin can generate by clicking on the button Create Wallet.

WooCommerce Refund And Exchange-AdminPanel

Admin can change the wallet amount by clicking on the edit link in the user listing.

WooCommerce Refund And Exchange-wallet amount

4.Refund and Exchange Feature For The Guest Users

 

WooCommerce Refund And Exchange-Refund&Exchange-For-Guest-User

After purchasing the product If the guest user wants to refund/exchange the product than filling out the Refund/Exchange Form.

WooCommerce Refund And Exchange-Refund&Exchange-Form

After filling out the Refund/exchange form the guest user will be redirected to his order thank you page and from there the customer can Refund/Exchange the product by clicking on the Refund and Exchange button. 

WooCommerce Refund And Exchange-Admin-Panel

 

  • After successfully submitted the exchange request, the customer will receive the confirmation email with a new order link. Click on that link customers can see the details of new order and pay the extra amount for the exchanged product.

    refund-and-exchange

    After successfully created an exchanged order your guest user can pay the additional amount by clicking on the “Pay” button.

    rma

5.Work Flow

Basic Settings:

Four pages will create by the plugin after activation.

  • Refund Request Form
  • Exchange Request Form
  • Return Request Form
  • Refund/Exchange Request Form
WooCommerce Refund And Exchange-forms

 

REFUND REQUEST:

1)The customer will be able to send the refund request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the refund request by following steps.

-> Click on the Refund Button.

WooCommerce Refund And Exchange-Refund-Request-Button

 

-> Clicking on the Refund Button, A Refund Request Form is displayed. After filling out this form the customer will be able to send the refund request.

WooCommerce Refund And Exchange-Refund-Form

->After Clicking on the Submit Request the Refund Request is transmitted to the merchant.

The merchant can see all the request from the Order list and view any request click on that particular request.

WooCommerce Refund And Exchange-Request-On-Admin-panel

The Merchant can inspect all the details of the product and Accept/Cancel the request respectively.

WooCommerce Refund And Exchange-Admin-Accept-Or-Reject-Request

If the Merchant accepts the refund request than refunds the amount to the customer by clicking on the Refund Amount.WooCommerce Refund And Exchange-RefundAmount

 

EXCHANGE REQUEST:

1)The customer will be able to send the exchange request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the exchange request by following steps.

-> Click on the Exchange Button.

WooCommerce Refund And Exchange-Exchange-product

 

-> Clicking on the “exchange button”, A Exchange Request Form is displayed. After filling out this form the customer will be able to send the exchange request. admin can allow the customer for two type of exchange product policies.

  1. Exchange product with selected products or its variations.
  2. Exchange the product directly from any product.

1) Exchange product with selected products or its variations

WooCommerce Refund And Exchange-Exchange-Request-Form

2)Exchange the product form any product

WooCommerce Refund And Exchange-Exchange-Request-form

->After Clicking on the Submit Request, the Exchange Request transmits to the merchant.

 

The merchant can see all the requests from the Order list and view any request to click on that particular request.

WooCommerce Refund And Exchange-Merchant-panel

The Merchant can inspect all the details of the product and Accept/Cancel the exchange request respectively.

WooCommerce Refund And Exchange-Take-Action-on-Request

If the merchant approves the Exchange request then exchanged the product and manage the stock by clicking on the Manage Stock button.

WooCommerce Refund And Exchange-Manage-Stock

 

CANCEL ORDER REQUEST:

1)The customer will be able to send the Cancel Order request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the Cancel Order request by clicking on the Cancel Order Button.

WooCommerce Refund And Exchange-Cancel-Order-Request

After clicking on the Cancel Order your product will be canceled.

WooCommerce Refund And Exchange-Order-Is-Cancled

 

CANCEL PRODUCT REQUEST:

1)The customer will be able to send the Cancel Order request if the merchant can enable this setting from the backend.

2) After enabling the setting the customer sends the Cancel Order request by clicking on the Cancel Products Button.

WooCommerce Refund And Exchnage-Cancel-Product-Request

Select the product and Click on the Cancel Product Button.

WooCommerce Refund And Exchange-select-product

MANAGE WALLET:

1)The customer will be able to send the Refund Request & Select Refund Amount method if the merchant can enable the settings from the backend.

2) After enabling the setting the customer sends the refund request by following steps.

-> Click on the Refund Button.

WooCommerce Refund And Exchange-Refund-Request

-> Clicking on the “refund button“, A Refund Request Form is displayed. After filling out this form the customer will be able to send the refund request & also able to select the refund amount method it may be Refund in a custom wallet or Refund through manual method.

WooCommerce Refund And Exchange-Refund-Request-Form
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