1. Pull returns from the returns platform. Loop, AfterShip, or Narvar. RMA number, customer, original order, requested reason, requested disposition.
2. Pull the original orders. From Shopify. Order date, items, channel, ship-to, total. Tie each RMA back to its original transaction.
3. Pull supporting tickets. From Zendesk. The conversation history attached to the return, the agent notes, the resolution disposition.
4. Standardize the reason taxonomy. Customer-reported reasons get mapped to your internal categories. Fit, defect, late, did-not-arrive, changed-mind, fraud.
5. Categorize the disposition. Returned-to-stock, donated, destroyed, refurbished, refunded-without-return. The truth of what actually happened to the unit.
6. Build the report. Returns by reason, by category, by SKU, by channel. Costs broken down by disposition. Trend versus prior periods.
7. Send the package. Weekly summary to ops and merchandising, exception alert when a SKU spikes, and a live table for the returns lead.