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Return Merchandise Authorization (RMA) Form Spreadsheet Template

Authorizes and tracks product returns or exchanges with customer details.

Return Merchandise Authorization (RMA) Form
Purpose: This form authorizes and tracks returns or exchanges of merchandise for record-keeping and customer service.

RMA Number:	{rmaNumber}
Date Issued:	{dateIssued}
Customer Name:	{customerName}
Email:	{email}
Phone Number:	{phoneNumber}
Order Number:	{orderNumber}
Return Reason:	{returnReason}
Return Type:	{returnType}

Return Items
Item Name	SKU	Quantity	Unit Price	Total Price
{#items.itemName}	{#items.sku}	{#items.quantity}	{#items.unitPrice}	{#items.totalPrice}

Total Quantity Returned	=SUM(items[Quantity])
Total Refund Amount	=SUM(items[Total Price])

Restocking Fee (%)	22
Restocking Fee Amount	=ROUND(22/100 * SUM(items[Total Price]), 2)
Total Refund After Fee	=SUM(items[Total Price]) - ROUND(22/100 * SUM(items[Total Price]), 2)

Return Approved By:	{approvedBy}
Approval Date:	{approvalDate}
Notes:	{notes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

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Use Cases

Automate Return Merchandise Authorization (RMA) Form Using Forms

collect customer return details using online RMA form

generate return merchandise authorization form from web form input

create product exchange request form with downloadable Excel output

automate product return tracking via customer-facing form

build shareable return request portal with Excel RMA download

Generate Return Merchandise Authorization (RMA) Form Using APIs

trigger RMA form generation via API from ecommerce platform

auto-fill return authorization spreadsheet from CRM using API

generate Excel RMA documents from chatbot return requests via API

create return tracking spreadsheets through API integration with order system

generate merchandise return forms from helpdesk ticket data via API

Integrations / Automations

auto-generate RMA spreadsheet from Shopify return request via Zapier

create Excel RMA form from WooCommerce return using Make

sync customer return data from Google Forms to RMA spreadsheet via automation

automatically generate return authorization Excel file from Helpdesk system

create RMA document when new return record is added to Airtable

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