The overview screen is the first screen you see when you log in to the Return Rabbit portal. The Overview screen shows you any outstanding actions you need to take. Let's take a quick look at what you can do with it.
The different sections directing you to various actions are:
Requests Awaiting Qualification
Requests Awaiting Manual Approval
Requests Aged 30+ Days
Requests created with self-ship
Requests Awaiting Warehouse Authorization
Requests Awaiting Store Authorization
All the requests that require qualification approval are housed here. These requests are not yet confirmed. If you qualify these requests, a shipping label and packing slip will be sent to your customer, and their request will be confirmed.
A request might enter into qualification mode based on either the request reason the customer selected (if qualification is enabled) OR based on rules you have set up in the automation rules section. To learn more about qualification rules, please read about them in the Automation Rules section.
Once you have qualified a request, your customer can send the products back to you. Once qualified, the request will move out of the table and toward the next step in processing.
All the requests that are not automated based on automation rules and require manual approval can be found in this table. These requests require your intervention to process. These requests are at the last stage, and once approved or rejected by you, the refund or exchange will go through.
Please note that you will still need to ensure that these requests fulfill your policy before you do the final approval. For example, if you approve an item when it gets delivered at your warehouse, then you open this list and approve the items that have been delivered already (you can use filters for that!).
Locked requests are the requests that are locked due to a known issue and cannot proceed further without your intervention. A request can be locked by other admin members due to other reasons. The reason the request is locked will be visible to you in the table.
You can expand these requests by clicking on the table rows and view the details of the request by clicking on the request name.
A common reason why requests get locked could be due to the non-availability of inventory.
Once you unlock the request from the table, the request will move to its respective state table.
All the requests that have been created more than 30 days ago and haven’t been resolved can be found here. These requests can be at any stage in the processing timeline and usually require intervention to proceed.
These are the requests that have been created by your customer using the “Self-Ship” shipping method. It means that the customer will send the products back to you themselves and do not require a shipping label. The customer will bear the cost of shipping.
Since we have no tracking information for this shipping method, you will have to manually approve these requests because no automation can be done. These requests will have to be manually approved or qualified to move further.
If you have the Warehouse flow enabled in Return Rabbit, you can see all the pending requests at the warehouse step within warehouse interface. When you click Go, you will be taken to the requests table in the warehouse view, and you can sort out the requests there.
This table will function the same way it does at the moment in the system. If you don't have the warehouse flow enabled, you will not see this card.
If you have the Store flow enabled in Return Rabbit, you will see all the requests pending store authorization here. When you click on the card, you will be taken to the store view, where you can process these requests.
If you don’t have the store flow enabled, you will not see this card.