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shopify sidekick 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
Run in Sidekick
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

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions