Customer Service for Returns

Customer Service teams can manage information related to customer queries in the parcelLab App.

In the parcelLab App, you will be able to:

  • Find and access data for tracked return parcels.

  • Review email notifications and attachments that have been sent to your customers.

  • Process return service requests for returns registered using your Returns Portal.

  • Accept or reject return requests submitted in your Returns Portal. For further details, see our return approvals documentation.

Return Approvals

Trackings: How to find a return tracking record

  1. In the search field of the Trackings module, fill in any part of the order data associated with the parcel. The following information can be used to search for a parcel:

  • Tracking number

  • Order number

  • Delivery number

  • RMA ID

  • Delivery address

  • Recipient’s name

  • Recipient’s email address Among the results that display, your search query will be highlighted in the tracking record. In the following example, the tracking number was entered into the search field.

    Search terms used are highlighted in the search results
  1. Click on the listed tracking. The detailed tracking record will display, where you can retrieve the full details of the tracking. Each detailed tracking record consists of the following parts:

  • An overview of the tracking information

  • Clickable buttons to view detailed tracking information

  • If the return was registered through your Returns Portal, the available documents (for example: return labels and packing slips) that were generated for the return.

  • The status updates retrieved from the carrier

  • The notifications sent to the customer

To enhance your search results, you can enter more than one type of search term (for example: combining a partial tracking number and recipient’s name). The search results displayed will include tracking records that contain any of the search terms used.

Filtering for Return Tracking Records

In the Trackings module, you can filter for return tracking records. If you need to retrieve additional information on a customer’s return, here’s how you can use the App’s filters to narrow your search.

To filter for return tracking records:

  1. Click the Add filter button in the Trackings module.

    A drop-down menu will display a list of available filters.

  2. To filter for all return trackings, enable the Return delivery filter. A screenshot of a search box

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  3. To filter for return trackings registered via your Returns Portal, enable the Is return portal filter. A screenshot of a search box

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  4. To save the filtered view, click Save new view. The filtered view for return trackings is saved and can be easily accessed underneath the search bar in the Trackings module.

Return trackings generally have the Return tracking type. Returns registered through the parcelLab Returns Portal have the Return Registration tracking type.

Return tracking indicators

Trackings: Return Tracking Details

Returns registered using the Returns Portal have a dedicated tracking record details page that includes RMA data, any attachments (for example: return labels and QR codes), and information on the items registered for return and items selected as part of uneven exchanges. For Shopify returns, clickable links to the draft order and like-for-like exchanges are also available. These tracking records can be identified in the Trackings list by the Return Registration type.

Process Refund and Exchange

This feature is only available for retailers using Shopify and parcelLab’s Returns Portal.

To process a refund or exchange for a registered return:

  1. Click Actions on the return tracking record.

    Action button highlighted

    A drop-down list of available actions will display.

  2. Select Process return (refund and exchange).

    Process return option

    A pop-up window will display to allow you to initiate a refund and/or exchange for the tracking.

    Process return popup form
  3. Do one or more of the following:

    a. Turn on the Issue refund toggle to issue a refund for the return. This will trigger the refund process from Shopify. b. Turn on the Release exchange toggle to initiate an exchange for the return. This will release the draft order so the exchange can be fulfilled.

  4. Click Process return. The refund and/or exchange is processed.

Cancel Return and Label

This feature is only available for retailers using Shopify and parcelLab’s Returns Portal.

Returns registered in the Returns Portal can be cancelled in the Trackings section of the App. Cancelling a registered return also invalidates the label that was initially created at the point of return registration containing pre-filled information (for example: return address, tracking number, and barcode) to send items back to the seller.

To cancel the registered return and label:

  1. Click Actions on the return tracking record.

    Action button highlighted

    A drop-down list of available actions will display.

  2. Select Cancel return and label.

    Cancel return and label option

    A pop-up window will display asking you to confirm the cancellation.

    Cancel return and label window with return reason selection
  3. Select a reason for cancelling the return from the drop-down list.

  4. Click Cancel return. The return and return label is cancelled.

Create Additional Return Label

Additional labels can be created for returns registered using the Returns Portal. Creating an additional label will create a new return tracking record. The new return label will be available to download in the original return tracking record.

To use this function, the Request Multiple Labels feature must be activated for your Returns Portal.

To create an additional label for a return tracking:

  1. Click Actions on the return tracking record.

    Action button highlighted

    A drop-down list of available actions will display.

  2. Select Add another label to return.

    Add another label option

    A pop-up window will display to allow you to create an additional label.

    Add another label popup form
  3. In the Weight field, enter the weight of the return package.

  4. In the Measurement field, select the measurement unit from the drop-down list (that is: grams or pounds).

  5. Click Create additional return label. A new return label is created and is available to download on the pop-up window.

    Return label generated and available to download

Add Return Tracking Number

If customers are required to buy their own return label, the corresponding tracking number can be manually added to the return tracking record in the App. Any configured return communications will be sent for the return tracking after it has been added to the tracking record.

To manually add a tracking number:

  1. Click Actions on the return tracking record.

    Actions button

    A drop-down list of available actions will display.

  2. Select Add tracking number manually.

    Add tracking number option

    A pop-up window will display allowing you to add the tracking number and carrier.

    Add tracking number window
  3. In the Tracking Number field, enter the tracking number.

  4. In the Courier field, select the carrier from the drop-down list.

  5. Click Add tracking number. The tracking number is added to the return tracking record.

Trackings: Export Return Tracking Records

In the Trackings section of the Trackings module, you can request a file containing all return tracking records. The export will contain all trackings within the specified date range along with their latest status updates and time stamps.

To request a data export of return trackings:

  1. Click the Add filter button in the Trackings module.

    A drop-down menu will display a list of available filters.

  2. To filter for all return trackings, enable the Return delivery filter. A screenshot of a search box

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  3. To filter for return trackings registered via your Returns Portal, enable the Is return portal filter. A screenshot of a search box

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  4. Click the Export button on the Trackings page. The Export Filters pop-up will display.

  5. In the Export section, select Current view.

  6. In the Export as section, select the file format in which you want to receive the report.

  7. Enter the email address that the export will be sent to.

  8. Click Export. After clicking Export, a pop-up will display saying that the export was successfully requested. Once the export is complete, you will receive an email with a link to download the file.

Since personal data is deleted after 90 days, trackings that are older than 90 days will be included in the report but without any personal information. For more information, refer to the Data Export documentation.

Communication: Return Communication Records

In the Communication module, you can use the Message Type filter to search for configured messages that were sent for Returns. The search results will display communication records for the selected Return message types and the options to display the email as seen from the recipient’s point of view and the detailed tracking record associated with the message.

Message Type filter showing return message types

Communication: Export Return Communication Records

In the Communication module, you can request a file containing all return communication records by communication channel (that is: email or SMS).

To request a data export of return communication records:

  1. Click the Timerange filter.

    Timerange filter
  2. Select the period of time for the export.

    Date selector
  3. Click on the Message Type filter. Message Type filter

  4. Select the return message types to include in the export.

  5. Click Export.

  6. Enter the email address that the export will be sent to. Email address field

  7. Select the file format in which you want to receive the report. A screenshot of a computer

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  8. Click Export. After clicking Export, a pop-up will display saying that the export was successfully requested. Once the export is complete, you will receive an email with a link to download the file.

Since personal data is deleted after 90 days, trackings that are older than 90 days will be included in the report but without any personal information. For more information, refer to the Data Export documentation.

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