RMA settings & preferences

Where RMA settings live

Settings → Return Orders.

Sub-sections

The Settings → Return Orders page has six tabs:

Tab	What it configures
RMA Codes	Header RMA reason codes (the dropdown shown at the top of every RMA).
Item Codes	The three line-level taxonomies (line reason / condition / disposition).
Metafields	Variant metafields visible on RMA lines.
Preferences	Line items — sets the default sort order for line items when you open a return order. Pick a column (None · order added, Product, SKU, Requested, Unit cost, or Credit) and a direction (ascending / descending). Default is Product, ascending.
Export	Columns in CSV / XLSX exports and PDF layout. No per-supplier assignment — unlike PO export templates, the shop default always applies. The CSV / XLSX column picker is searchable and grouped by source, and its catalog includes live inventory (at the return’s location and across all locations), planning-constant, and ABC / revenue variant columns alongside the RMA fields — none selected by default.
Email Templates	Subject + body for the supplier email. Per-supplier overrides supported.

Update Metafields action

Turning on a line-item metafield in the Metafields tab only stamps lines added from then on — lines already on a return order won’t pick it up automatically. Each return order’s actions dropdown has an always-available Update Metafields entry that fills in a value for every line missing one and refreshes lines that already have one, using current data from Shopify. It never clears an existing value, so it’s safe to run at any time; a line that can’t be matched to a Shopify product is simply left untouched. The same action exists on purchase orders and transfer orders.

Adjacent settings

Setting	Effect on RMAs
Settings → Tax Rates	RMAs don’t carry tax — credits are pre-tax.
Settings → Email Sending	Sender domain, signature.
Settings → Locations & overrides	Return address on the PDF.
Settings → Carriers	Carrier dropdown for the return shipment.

What’s not yet supported

Approval workflow toggles (multi-step approver chains).
Auto-credit on Resolved (operator-driven by design).
Per-supplier disposition policies.