Importing Tracking Numbers and Return Orders

Tracking Numbers

After you have successfully fulfilled your orders and you have the list of tracking numbers, the Lime Light CRM will allow you to import these tracking numbers back onto their associated orders. You just need to follow the example attached to this document, which is a simple CSV template. 

You will go to Clients & Fulfillment>Orders, select “Tracking” as your import, and then click on "Browse" to locate the file to be imported. Afterwards, click on "Import" when the file is ready to be imported. The system will run the cron at the top of the hour importing the tracking numbers onto their associated orders; it will automatically change the status of the order from Approved to Shipped and send the completed orders to the sub-folder called "Shipped". 

Once this process has finished, the system will also send out the Shipping Confirmation email to your customers if you have enabled this feature on your products.


Return Orders

After you have a list of return orders and their return reasons, the Lime Light CRM will allow you to import these return orders back onto their associated orders.  You just need to follow the example attached to this document, which is a simple CSV template.

The accepted values for Return Reason are:

Refused / RTS

Undeliverable

Customer Returned

Other

You will go to Clients & Fulfillment>Orders, select “Return” as your import, and then click on "Browse" to locate the file to be imported. Afterwards, click on "Import" when the file is ready to be imported. The system will run the cron at the top of the hour importing the return orders and reasons onto their associated orders; the history of each order will also be updated indicating that the order has been returned.

Once this process has finished, the system will also send out the Return Notification email to your customers if you have enabled this feature on your products.

*The system will still accept your return orders import file even if an RMA number was not previously generated for the orders you are importing. Also, your return orders import file will still be accepted if there is no returns profile associated with the orders you are importing.

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