Turn a manual returns process into an RMA portal where customers request returns, your team approves them, and every refund or replacement is tracked to close.
What's Included
- Return requests: Order number, item, reason, and photos captured up front.
- Approval steps: Each request reviewed and approved or declined with a note.
- Status tracking: Stages from requested to received to refunded or replaced.
- Outcome log: A record of refunds and replacements for reporting.
How To Use
- Describe how customers currently request and complete returns.
- Let Taskade Genesis build the returns portal from your description.
- Set your return reasons and approval rules.
- Share the portal link so customers can file and your team can process.
Send status updates to customers automatically with Taskade automations, and browse related builders in the workflow converter library.