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Step-by-Step Guide to Setting Up Manual Approval for Returns
Step-by-Step Guide to Setting Up Manual Approval for Returns
Maarit Marguste avatar
Written by Maarit Marguste
Updated over a week ago

Occasionally, you may need to review and approve return requests before creating a return order. Whether it's for a defective product, an incorrect item, or another reason, Outvio's customizable return portal has you covered.

Now, with integration into Outvio Desk, you can communicate directly with clients before approving or rejecting returns. This smooth, automated process saves your support team valuable time while ensuring a hassle-free return experience for your customers.

Below, we give you an overview of how to get started with using this feature.

Manual Approval for returns is connected to our customer support tool - Outvio Desk. If you haven't heard about Outvio Desk yet, see more here

To get started with Outvio Desk, reach out to our SUPPORT

Step 1. Set up your return rule:

Go to the Returns & Exchanges tab and click on

In your new rule, toggle on Allow Special Actions and choose Manually approve returns through Outvio Desk from the special actions menu

Go ahead and configure the return rule based on your specific needs.

If you need more help with setting up your Returns & Exchanges portal, go to the link here

2. Step 2: Manage the return request in Outvio Desk:

In cases where customers opt for manual approval for returns, Outvio doesn't generate a return order. Instead, you'll notice a new ticket in your Outvio Desk, identifiable by its distinctive circular arrow icon.

To examine the return request, simply click on the arrow located in the top-right corner.

Within the Outvio Desk, have a dialogue with your customer, where you can request additional images or information regarding the return. Once you've made a decision, whether it's to Reject or Approve the return, simply click on the corresponding option.

If you choose to Reject the request, no return order will be generated in Outvio, allowing you to inform your customer promptly.

On the other hand, if you decide to Approve the return, click on Process Return. This action will initiate the creation of a new return order within Outvio.

It's as straightforward as that! This process is completely automated, eliminating the need for the customer to revisit the returns portal to resubmit the return after you have approved it. Outvio instantly generates the order and the return label.

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