# Returns Customer Service

In the <code class="expression">space.vars.Product\_pLApp</code>, 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 <code class="expression">space.vars.Product\_ReturnsPortal</code>.
* Accept or reject return requests submitted in your <code class="expression">space.vars.Product\_ReturnsPortal</code>. For further details, see our return approvals documentation.

{% content-ref url="returns-customer-service/return-approvals" %}
[return-approvals](https://docs.parcellab.com/docs/retain/returns-customer-service/return-approvals)
{% endcontent-ref %}

## Trackings: How to view return trackings

In cases where you need to retrieve additional information for a customer, such as the delivery status of their return, here’s how you can use the <code class="expression">space.vars.Product\_App</code>’s search functionality on the [App Dashboard](https://app.parcellab.com/) and in the [Trackings module](https://app.parcellab.com/trackings).

<details>

<summary>Find a return tracking</summary>

To find a return tracking:

1. In the search field of the [Trackings module](https://app.parcellab.com/trackings), 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.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FxK6mkOvstF3NbZvQP9Bg%2FReturnsTrackingsFind.png?alt=media&#x26;token=cd704f8e-92e0-4c1c-bea2-63dfeabd6398" alt="Search terms used are highlighted in the search results" width="563"><figcaption></figcaption></figure></div>
2. 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 <code class="expression">space.vars.Product\_ReturnsPortal</code>, 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

{% hint style="info" %}
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.
{% endhint %}

</details>

<details>

<summary>Save filtered views for return trackings</summary>

If you need to retrieve additional information on a customer’s return, here’s how you can use the <code class="expression">space.vars.Product\_App</code>’s filters to narrow your search. You can use the filters in the <code class="expression">space.vars.Product\_Trackings</code> module to create customized views for return tracking records.

To filter for return tracking records:

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

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FPX5h9BZtnGGYX3QBZ5ay%2FTrackingsFilterAddButton.png?alt=media&#x26;token=a5ce9567-77d9-44e4-8059-0589ed0fefe0" alt="Add filter button highlighted" width="563"><figcaption></figcaption></figure></div>

   A drop-down menu will display a list of available filters.
2. To filter for all return trackings, enable the **Return delivery** filter.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2Fp6yROcxgWpROSlJmGpgR%2FTrackingsFilterSelectReturns.png?alt=media&#x26;token=218c27f3-53a9-4967-93ee-ee6c1650707f" alt="Return delivery filter" width="375"><figcaption></figcaption></figure></div>
3. To filter for return trackings registered via your Returns Portal, enable the **Is return portal** filter.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FvXmTvcfRiz8cnSOhNrPe%2FTrackingsFilterSelectReturnsPortal.png?alt=media&#x26;token=2441f6cb-915e-4495-a2bc-42958fc1787a" alt="Return portal filter" width="375"><figcaption></figcaption></figure></div>
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.

{% hint style="info" %}
Return trackings generally have the Return tracking type. Returns registered through the parcelLab <code class="expression">space.vars.Product\_ReturnsPortal</code> have the Return Registration tracking type.
{% endhint %}

<div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FiKFpLjZlSyHJJNl5DwyC%2FReturnsTrackings.png?alt=media&#x26;token=a1beb0ed-7e0b-49c5-89f2-daaaff91d8ca" alt="Returns trackings" width="563"><figcaption></figcaption></figure></div>

</details>

## Trackings: Manage return tracking details

Returns registered using the <code class="expression">space.vars.Product\_ReturnsPortal</code> 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, and you can request to export return tracking data using the filters.

<details>

<summary>Process Refund and Exchange (Shopify only)</summary>

{% hint style="warning" %}
This feature is only available for retailers using Shopify and parcelLab’s <code class="expression">space.vars.Product\_ReturnsPortal</code>.
{% endhint %}

To process a refund or exchange for a registered return:

1. Click **Actions** on the return tracking record.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FW6zPoKDLhfMqbbvju40q%2FClickActions.png?alt=media&#x26;token=169ca02f-6ae8-426f-9df2-ad7539c21454" alt="Action button highlighted"><figcaption></figcaption></figure>

   A drop-down list of available actions will display.
2. Select **Process return (refund and exchange)**.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2F8CXQX5nEcmSScYno0dnY%2FSelectProcessReturn.png?alt=media&#x26;token=a8ceb8c8-b383-4e97-b8ca-06487be16ffa" alt="Process return option"><figcaption></figcaption></figure>

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

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FjvLWd1Y6Ybjy3YWVDoBI%2FProcessReturnPopup.png?alt=media&#x26;token=a3855442-5dfb-47fd-9342-97c5c7b71e5c" alt="Process return popup form" width="375"><figcaption></figcaption></figure></div>
3. Do one or more of the following:
   1. Turn on the **Issue refund** toggle to issue a refund for the return.\
      This will trigger the refund process from Shopify.
   2. 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.
   3. Turn on the refund shipping cost toggle to refund the original shipping cost.\
      This will refund the original shipping fee charged for the order.
4. Click **Process return**.\
   The refund and/or exchange is processed.

</details>

<details>

<summary>Cancel return and label (Shopify only)</summary>

{% hint style="warning" %}
This feature is only available for retailers using Shopify and parcelLab’s <code class="expression">space.vars.Product\_ReturnsPortal</code>.
{% endhint %}

Returns registered in the <code class="expression">space.vars.Product\_ReturnsPortal</code> can be cancelled in the Trackings section of the <code class="expression">space.vars.Product\_App</code>. 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.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FW6zPoKDLhfMqbbvju40q%2FClickActions.png?alt=media&#x26;token=169ca02f-6ae8-426f-9df2-ad7539c21454" alt="Action button highlighted"><figcaption></figcaption></figure>

   A drop-down list of available actions will display.
2. Select **Cancel return and label**.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FfZtWBYe43cFqxm8QyJmx%2FSelectCancelReturn.png?alt=media&#x26;token=5e8122bc-e73d-4a5c-94db-faf4f985e6ac" alt="Cancel return and label option"><figcaption></figcaption></figure>

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

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FZ9CwRyg6XZMowsuEkOxZ%2FCancelReturnWindow.png?alt=media&#x26;token=81bb0926-5dda-4551-b1d0-082d3e9f73ec" alt="Cancel return and label window with return reason selection" width="375"><figcaption></figcaption></figure></div>
3. Select a reason for cancelling the return from the drop-down list.
4. Click **Cancel return**.\
   The return and return label is cancelled.

</details>

<details>

<summary>Create additional return label</summary>

Additional labels can be created for returns registered using the <code class="expression">space.vars.Product\_ReturnsPortal</code>. 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.

{% hint style="info" %}
To use this function, the [Request Multiple Labels feature](https://docs.parcellab.com/docs/retain/returns-portal/features/request-multiple-labels) must be activated for your <code class="expression">space.vars.Product\_ReturnsPortal</code>.
{% endhint %}

To create an additional label for a return tracking:

1. Click **Actions** on the return tracking record.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FW6zPoKDLhfMqbbvju40q%2FClickActions.png?alt=media&#x26;token=169ca02f-6ae8-426f-9df2-ad7539c21454" alt="Action button highlighted"><figcaption></figcaption></figure>

   A drop-down list of available actions will display.
2. Select **Add another label to return**.

   <figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FzE6DKZpQE2dGNLGBQZfz%2FSelectAddAnotherLabel.png?alt=media&#x26;token=102fbc8b-2952-4de7-a897-9030b66b493b" alt="Add another label option"><figcaption></figcaption></figure>

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

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FKSieskg0gqzezoCIrTpc%2FLabelAddWindow.png?alt=media&#x26;token=c1b1b21b-dd95-41e7-b5be-a8c50bb305cc" alt="Add another label popup form" width="375"><figcaption></figcaption></figure></div>
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.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2Fm7F1Fs43wCVJEz7kugq8%2FLabelAddWindowCreated.png?alt=media&#x26;token=8a7facf6-b7c2-4abf-8cdb-b1f9784d288a" alt="Return label generated and available to download" width="375"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Add return tracking number</summary>

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 <code class="expression">space.vars.Product\_App</code>. 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.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FW6zPoKDLhfMqbbvju40q%2FClickActions.png?alt=media&#x26;token=169ca02f-6ae8-426f-9df2-ad7539c21454" alt="Actions button" width="563"><figcaption></figcaption></figure></div>

   A drop-down list of available actions will display.
2. Select **Add tracking number manually**.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FnAHDVtjN9sWmQ9QBSja8%2FSelectAddTrackingNumber.png?alt=media&#x26;token=faf479d3-8578-4135-9614-4cf0f7e50a83" alt="Add tracking number option"><figcaption></figcaption></figure></div>

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

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FVrfhFee4yvoQ60lhtAt5%2FAddTrackingNoPopup.png?alt=media&#x26;token=024d2096-3207-4d26-b3a0-bc049194ab5a" alt="Add tracking number window" width="375"><figcaption></figcaption></figure></div>
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.

</details>

<details>

<summary>Export return tracking records</summary>

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 <code class="expression">space.vars.Product\_Trackings</code> module.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FPX5h9BZtnGGYX3QBZ5ay%2FTrackingsFilterAddButton.png?alt=media&#x26;token=a5ce9567-77d9-44e4-8059-0589ed0fefe0" alt="Add filter button highlighted" width="563"><figcaption></figcaption></figure></div>

   A drop-down menu will display a list of available filters.
2. To filter for all return trackings, enable the **Return delivery** filter.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2Fp6yROcxgWpROSlJmGpgR%2FTrackingsFilterSelectReturns.png?alt=media&#x26;token=218c27f3-53a9-4967-93ee-ee6c1650707f" alt="Return delivery filter" width="375"><figcaption></figcaption></figure></div>
3. To filter for return trackings registered via your Returns Portal, enable the **Is return portal** filter.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FvXmTvcfRiz8cnSOhNrPe%2FTrackingsFilterSelectReturnsPortal.png?alt=media&#x26;token=2441f6cb-915e-4495-a2bc-42958fc1787a" alt="Return portal filter" width="375"><figcaption></figcaption></figure></div>
4. Click the **Export** button on the Trackings page.\
   The Export Filters window will display.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2Faqi6KtXZMBn9lK6x0V4o%2FExportWindow.png?alt=media&#x26;token=5cb991dd-1a30-457a-9c35-d4be51102888" alt="Export Filters window" width="375"><figcaption></figcaption></figure></div>
5. In the **Export** section, select **Applied filters**.
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.

{% hint style="info" %}
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](https://docs.parcellab.com/docs/platform/overview/data-exports) documentation.
{% endhint %}

</details>

## Communication: Manage return communication records

In the Communication module, you can view messages sent for specific return statuses and export return communication records for a particular communication channel.

<details>

<summary>View return communications</summary>

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.

<div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FcKlAhN47AEdKV2Qny6YT%2FMessageTypeFilter.png?alt=media&#x26;token=308f8a57-2a8f-4628-b2df-ca7688393159" alt="Message Type filter showing return message types" width="375"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Export return communication records</summary>

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 **Date range** filter.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FmwK1NWNwtGGVzSkXPixQ%2FExportDateRangeFilterOption.png?alt=media&#x26;token=49a0b5e0-3f46-4df6-b974-7a04399bc1f4" alt="Date range filter" width="212"><figcaption></figcaption></figure></div>
2. Select the period of time for the export.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FSCsJiXmM7aWHWpSvyVeN%2FExportDateRangeFilter.png?alt=media&#x26;token=05b566a8-6f46-4939-8a0c-3f07a0752267" alt="Date selector" width="563"><figcaption></figcaption></figure></div>
3. Click on the **Message Type** filter.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2Fk6j1jYXdXiTDUTqRb83M%2FExportMessageFilterOption.png?alt=media&#x26;token=72d98c9a-95df-4fcf-86ed-d1393d95d6ff" alt="Message Type filter" width="237"><figcaption></figcaption></figure></div>
4. Select the return message types to include in the export.
5. Click **Export**.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FQF2sY77qLDwtIoJPQ5ls%2FExportButton.png?alt=media&#x26;token=bc5ca8d3-4c40-42b9-b182-f0af9dc8ee9c" alt="Export button highlighted" width="563"><figcaption></figcaption></figure></div>

   The Export Filters window will display.<br>

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2F7BYfONBS2U9D4fa3D1AS%2FExportWindow.png?alt=media&#x26;token=2eeaba92-52b2-44c5-9b5c-a44030dd905e" alt="Export Filters window" width="375"><figcaption></figcaption></figure></div>
6. In the **Export** section, select **Applied filters**.
7. In the **Export as** section, select the file format in which you want to receive the report.
8. Enter the email address that the export will be sent to.
9. 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.

{% hint style="info" %}
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](https://docs.parcellab.com/docs/platform/overview/data-exports) documentation.
{% endhint %}

</details>
