Attribute Guide =============== This guide explains how to set the ``simple_return`` product attribute. This attribute must be set and enabled for *each product of an order*, as required for RMA eligibility. .. note:: Simple Returns is an order-based RMA extension, meaning an RMA request is not specific to any single item, but the order as a whole. If you need itemized and/or partial returns capabilities, please check out our premium RMA extension, Simple Returns Pro. It provides all of the features of Simple Returns with several added features like itemized and partial returns, RMA archives, and lockable RMAs to prevent customers from editing, just to name a few. Table of Contents ----------------- - `Prerequisites`_ - `Attribute`_ - `Step One: Add Attribute`_ - `Step Two: Reindex Products`_ - `Step Three: Update Attribute`_ - `Step Four: Test an order [Optional]`_ Prerequisites ------------- Before starting, please make sure you have completed the following steps: * :ref:`installation` * :ref:`configuration` .. _attribute: Attribute --------- Step One: Add Attribute ^^^^^^^^^^^^^^^^^^^^^^^ To start, navigate to *Catalog* > *Products* and click on a product you would like to make returnable. .. attention:: For configurable products, you will need to complete this step for both the configurable product, as well as the associated simple product. From the product edit page, click *Add Attribute* in the top right corner of the page. .. figure:: images/step_one_1.png :width: 1600 :height: 200 :alt: Add attribute button :align: center :figclass: align-center :scale: 50% From the attributes grid, select the checkbox for ``simple_return`` and click *Add Selected*. .. figure:: images/step_one_2.png :width: 1600 :height: 800 :alt: Add selected attribute :align: center :figclass: align-center :scale: 50% Click *Save* to update the product. Step Two: Reindex Products ^^^^^^^^^^^^^^^^^^^^^^^^^^ The next step is to reindex the products and their attributes. From the Magento root directory, run the following command: .. code-block:: sh bin/magento cache:clean && bin/magento indexer:reindex Step Three: Update Attribute ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Once the indexer is finished, navigate back to the product edit page and look for the *Attributes* section near the bottom of the page. Toggle open the *Attributes* section and click the *Returnable* attribute button to enable returns for the product. .. figure:: images/step_three_1.png :width: 1600 :height: 200 :alt: Update Returnable attribute :align: center :figclass: align-center :scale: 50% Click *Save* to update the product. You should be able to see the attribute value set to enabled after the product is finished saving. .. warning:: If the attribute value is not updated after saving the product, the likely causes are: 1. You did not complete `Step Two: Reindex Products`_ 2. The product was not successfully reindexed with the new attribute Once you've verified the attribute value is saving properly, you can either manually update each product you would like to make returnable, or you can perform a bulk import to save time, particularly if you're working with a large catalog. As of right now, we do not have a formalized guide on bulk importing. Step Four: Test an order [Optional] ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This step is optional, but we recommend completing it to get an understanding of how Simple Returns works on the frontend. To start this step, create a new order of all returnable products. There are plenty of guides on creating test orders in Magento, so we will leave that part up to you. .. attention:: Please don't use an existing order, as the order items of an existing order will not have the required attribute saved on it. Once you have your test order submitted, navigate to the *Orders and Returns* page on the frontend. .. figure:: images/step_four_1.png :width: 1600 :height: 200 :alt: Orders and Returns footer link :align: center :figclass: align-center :scale: 50% On the *Orders and Returns* page, fill out the relevant order information. The Order ID field should be the nine digit order increment ID value, which was generated when the order was created. .. figure:: images/step_four_2.png :width: 1200 :height: 600 :alt: Orders and Returns form :align: center :figclass: align-center :scale: 50% Click *Continue* to submit the form. This will take you to the frontend order view page. Once the order view page has loaded, you should see a new link next to the *Reorder* link. It will display something to the effect of *Return or replace items*. Click the link, which will take you to the frontend RMA create page. .. figure:: images/step_four_3.png :width: 1400 :height: 500 :alt: Return or replace items link :align: center :figclass: align-center :scale: 50% On the *Create new RMA* page, fill out the relevant information about the RMA request and click *Submit*. .. figure:: images/step_four_4.png :width: 800 :height: 800 :alt: Create new RMA form :align: center :figclass: align-center :scale: 50% Once the RMA view page had loaded, review the information. You will not be able to generate a shipping label until the RMA request is approved. .. figure:: images/step_four_6.png :width: 800 :height: 800 :alt: RMA view page with notice :align: center :figclass: align-center :scale: 50% Keeping the RMA view page open, create a new tab in your browser. In the new tab, navigate to the Magento backend and approve the RMA request. This will allow you to generate the package and subsequent shipping label from the frontend like a customer. .. figure:: images/step_four_7.png :width: 1800 :height: 500 :alt: Admin RMA view page :align: center :figclass: align-center :scale: 50% Returning to the frontend RMA view page, reload the page and click the *Create Package* button. This will take you to the Package create page and require you to confirm the package information. Keep the option to *Generate Shipping Label* set to *Yes* and click *Confirm*. .. figure:: images/step_four_8.png :width: 1800 :height: 500 :alt: Confirm new package page :align: center :figclass: align-center :scale: 50% Once the Package view page has loaded, you should see all of the package details along with the newly generated shipping label. .. figure:: images/step_four_9.png :width: 800 :height: 400 :alt: Package view page with shipping label :align: center :figclass: align-center :scale: 50% .. warning:: If you encounter issues when confirming the package information, it is almost always an issue communicating with the shipping carrier APIs. Please make sure you have properly configured the desired shipping carrier, your access credentials are working, and the desired shipping carrier is selected within the Simple Returns configuration settings.