Returns and Warranty
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returns
rma
Build an RMA Workflow for Returns
Design an RMA workflow with auto-numbering, stage tags, internal escalation rules, and volume/resolution-time reporting.
📋 Prompt
Help me design and implement a Return Merchandise Authorization (RMA) workflow for my Shopify store [STORE NAME]. I need a structured process that includes: A method for customers to request an RMA through [PREFERRED CHANNEL: email, form, portal]. Automatic assignment of a unique RMA number to each approved return request. Criteria for approving or denying RMA requests based on [RETURN POLICY RULES]. Internal notification to the fulfillment team at [TEAM EMAIL] when an RMA is approved. Customer notification with RMA number, return instructions, and shipping label if applicable. Tracking of RMA status through stages: Requested, Approved, Shipped Back, Received, Inspected, Resolved. Integration with Shopify order data so RMA records link directly to the original order. A tagging system in Shopify to mark orders with active RMAs using tags like [RMA TAG PREFIX]-[NUMBER]. Escalation rules for RMAs that remain unresolved after [NUMBER OF DAYS] days. Reporting on RMA volume, approval rates, and average resolution time. Suggest Shopify apps or Flow automations that can support this workflow. Provide a checklist my team can follow when processing each RMA step.
How to Use
- Copy the prompt above
- Open Shopify Sidekick in your Shopify admin
- Paste the prompt and replace the bracketed placeholders with your details
- Review Sidekick's response and apply the suggestions