This comprehensive guide covers creating, configuring, and using dropship returns in your OMS account. You’ll learn how to do everything from creation to using additional configurations.
Introduction
Occasionally, you may need to initiate a return for an item that was not shipped by your warehouse team or distribution center, typically in drop-shipping scenarios. Shipedge provides the capacity to handle such returns using Dropship Returns.
Dropship returns are similar to standard returns and exchanges. For more information on them, refer to our detailed guide: OMS : Working with Returns and Exchanges
This article explains how to create dropship returns, manually or in bulk.
Manual Creation
Go to the OMS -> Returns, and click on DropShip Return:
You will be redirected to a new view. Since the order didn’t originate from Shipedge, you’ll need to provide the address information. After entering all the required details, click on the Add SKU button at the bottom.
Fields marked with red asterisks (*) are mandatory.
Next, add the SKU(s) to be returned. Click Continue when you are done.
Note: Good and Hurt quantities cannot be added at the same time for the same SKU. You will need to repeat the process as many times as necessary to input the desired quantities and their conditions.
In this view, a summary of the return will be displayed, allowing you to add comments, generate a return label, or configure the weight of the return (Automatically calculated using the SKUs’ weight + the packaging weight, and is typically rounded up.).
Then, decide if this is going to be a return or an exchange:
You can create this as either a simple return or an exchange. Workflows are described in detail below.
Simple return
1. A simple return is the easiest type of return to create. Click on the Simple Return button, the return will be created, and you’ll be redirected to the Returns view.
2. Locate the return you just created using its unique identifier (RMA) and click on it to view the return details:
3. From this view, you can generate a return label. If a label has already been generated, the option to download it will be available.
4. Finally, a new order will be created with a special status called Dropshipped. This order helps you easily identify and track these specific types of returns.
No further action is needed with this order
Exchange on received
1. First step: Click Exchange on Received. You'll be redirected to a page to enter the new order details.
The default information will be the same one you entered when creating this dropship return.
Note about Shipping Method Code: If you select No the shipping method code will need to be configured later as an additional step; however, you’ll only be able to choose the PICK method or a Shipping method with available rates.
2. Second step: Select which SKUs will be part of this new order, click Continue when you are done.
You can only add SKUs or Synsets, other types of products are not supported at the moment.
3. Third step: Verify all the information of the new order is correct, you can add comments for the warehouse team.
Click on Confirm Submit to finish the creation process:
The next steps to process this return, must be taken by your warehouse team.
4. Fourth Step: Manage the New Created Order. Once the creation process is complete, you'll be redirected to the Exchange view (OMS → Returns → Exchanges).
IMPORTANT! The new created order will not be available for shipping and will not appear in the Orders section until you release it from the Exchange view. To release the order, click Send Now.
5. Fifth Step (Optional): Check on the new return and new order created.
Return created in transit status:
Order created in dropshipped status. This order helps you easily identify and track these specific types of returns.
No further action is needed with this order
Exchange now
When selecting Exchange Now, the system immediately creates a new order. This order will be available for shipment, depending on the availability of the SKUs in the new order.
The process is similar to Exchange on Received, but in this case, there is no need to release the created order—it is automatically ready for shipping. Make sure to verify the following:
New order created:
Order created in dropshipped status. This order helps you easily identify and track these specific types of returns.
Return created in transit status:
Bulk Creation
Shipedge makes it easy to upload dropship returns in bulk, allowing you to create multiple returns simultaneously.
Before you begin, ensure you’ve already created a return template. Learn how to create a template in our detailed guide: OMS: Create and Configure Templates
Note: only simple returns can be created in bulk
Go to OMS -> Returns and click on Upload Dropship Returns:
Select the template you want to use from the available options, then upload the file by clicking Choose File. If you don’t have the template yet, you can download it, complete the required fields, and then upload it.
After uploading, you’ll be taken to the upload file history screen:
If the file was successfully uploaded, the status will display CSV Order Inserted:
If there were any errors, the results will indicate the specific issues:
Review Upload File History (Optional): You can check on the return and order created.
A new return will be created with the In Transit status:
Additionally, a Dropshipped Order will be generated. This special status helps you easily identify and track these specific types of returns:
Troubleshooting
Having issues working with dropship returns?
Check out our FAQ - OMS : Dropship returns to find answers to common issues you may be experiencing!