Overview
Issue RMAs, receive items, restock, and refund partially or fully.
Prerequisites
- Payments integration connected
Permissions required
Downloads & Templates
Steps (3)
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1
Create an RMA
From the order, click **Create RMA**. Select lines/qty and reason codes. Send RMA slip to the customer.
Tips
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Validation
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Success criteria
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2
Receive and inspect
Mark items as received. Choose disposition (restock, refurbish, scrap).
Tips
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Validation
- Inventory adjustments reflect disposition.
Success criteria
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3
Refund
Issue a full or partial refund against the captured payment. Add notes for finance.
Tips
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Validation
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Success criteria
- Order timeline shows refund event and new balance.
About this guide
OrderFlow is the operational heart of your store. Create and manage carts and orders, handle quotes/RFQs with approvals for B2B, and orchestrate shipments and returns. Keep teams aligned with timelines, status tracking and fast analytics rollups.
Recovery flows detect abandoned carts and trigger emails. Deep integrations connect ProductCatalog, Access Guard, Payments and ChannelBridge so OrderFlow stays in sync without storing card data. Export/import CSV or JSON, publish webhooks, and automate downstream processes with a secure Bridges layer.