ReturnMate

Staff-Created Returns

Create and manage returns on behalf of customers via phone, email, or in person.

3 min read
Last updated 3 April 2026

Staff-Created Returns allow your team to create RMAs on behalf of customers. This is useful when customers contact you by phone, email, or in person and you need to initiate the return process for them.

When to Create a Return Manually

  • Customer contacts you by phone or email requesting a return
  • Customer is in-store and needs a return processed
  • You need to initiate a return proactively (e.g. product recall)
  • The customer is unable to use the self-service portal

How to Create a Staff Return

1

Start the RMA

  1. Go to Create RMA
  2. Search for the customer's Shopify order
  3. Select the items being returned
2

Set Return Details

  1. Choose the return reason
  2. Select the return method:
MethodDescription
Prepaid labelGenerate and send a return shipping label
Customer's own courierCustomer arranges their own shipping
In-store drop-offCustomer brings item to a store location
Remote resolveResolve without requiring the item back
  1. Add staff notes explaining the context
  2. Override photo requirements if needed
3

Submit

Submit the RMA. Depending on the return method selected:

  • Prepaid label: The RMA is approved and a label is generated automatically
  • Own courier: The RMA is approved, customer provides tracking later
  • In-store: The RMA is approved, awaiting customer drop-off
  • Remote resolve: The RMA is resolved immediately

Staff Overrides

When creating returns manually, staff have additional capabilities:

OverrideDescription
Skip photo requirementProcess returns without customer photos
Add diagnostics directlyEnter initial diagnostic notes at creation
Pre-mark itemsMark items as already received if in hand
Staff notesAdd internal context not visible to customers

Use staff notes to record why a return was created manually. This helps other team members understand the context if they pick up the case later.

After Creation

Staff-created returns follow the same workflow as customer-initiated returns. The primary action depends on the return method and current status:

Return MethodNext Step After Creation
Prepaid labelAwait customer shipment
Own courierAwait tracking number upload
In-storeMark as received when customer drops off
Remote resolveClose the RMA
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