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Configuring default RMA values lets you speed up the process and ensure RMAs are created properly to set the default values for internally-created RMAs. This is helpful especially if you always use the same policy. For instance, if you mostly create RMAs in-store, the return method will always be Drop off at a store location.
You can select which fields to set defaults for and which to leave with no default.
Global-e recommends setting automation defaults if you want to use automations for manually created RMAs or if you are accustomed to using a particular automation.
Set your defaults only for frequently-occuring cases and make sure to instruct your users to prevent mistakes. Configuring default values is a powerful tool and requires close attention to function optimally.
  1. Navigate to Settings > General.
  2. Expand the Internal RMA Creation section.
  3. Set the item request defaults, including a default return reason, resolution, and return method, as well as fees and adjustments that will be the default for every item added to an RMA.
  4. Set your automation defaults for internally-created RMAs.
  5. Set the default for whether to send customer notifications on RMA updates.
  6. Click the save icon to save your changes.