#E-Commerce

Returns Module Optimization

Returns Module Optimization

Reducing Return Processing Effort by 23% Through ERP Workflow Redesign

#MY ROLE

UI/UX Designer

#INDUSTRY

E-Commerce

#DURATION

3 weeks

#DATE

12th Oct 2025

ABOUT

A brief about what Return Module is

A brief about what Return Module is

A Returns Management System is an internal platform that manages the end-to-end process of product returns—from return initiation and validation to warehouse processing, inventory updates, and refund settlement.

Existing Roles

REQUIREMENT

What the Client requirement was about

What the Client requirement was about

Migrate from 2.0 to 3.0

Unify everything

Redesign for rebranding

Although the initial client requirement was straightforward, we went beyond the brief by conducting user research and stakeholder interviews, which uncovered deeper workflow issues and improvement opportunities.

PROBLEM

Let's first understand what the initial issues are other than the requirements

Through basic interview and workflow testing, we identified these issues:

Slow Return Initiation

Return requests took an average of 7–10 days to be initiated due to manual coordination and inconsistent workflows.

Workflow Confusion

Different return types followed different processes, making it difficult for teams to know the correct steps causing delays and errors.

Incorrect Submissions

Around 10–12% of return requests were unsuccessful or duplicated. Due to this each returns need to be revalidated.

Slow Return Initiation

Return requests took an average of 7–10 days to be initiated due to manual coordination and inconsistent workflows.

Workflow Confusion

Different return types followed different processes, making it difficult for teams to know the correct steps and causing delays and errors.

Incorrect Submission Rate

Around 10–12% of return requests were unsuccessful or duplicated. Due to this each returns need to be revalidated.

RESEARCH DETAILS

What problems were the three teams facing?

What problems were the three teams facing?

To understand where the friction actually lived, I ran video interviews with all Roles (AR, CS, Warehouse). Then I synthesised the main issues as shown below:

Findings after User Interviews

What I Explored

Existing Return Workflows

Role-Based User Interviews

Current Return Lifecycle

Data & Validation Requirements

Cross-Team Collaboration

What I Found

Inconsistent workflows across return types.

Missing information caused repeated follow-ups.

Manual Excel tracking reduced visibility.

Inconsistent validations led to errors.

Unclear ownership delayed handoffs.

SOLUTION

Redesigned for consistent, clarity and reduced return initiation duration

The solution focused on standardizing existing workflows, eliminating manual dependencies, and improving collaboration between Customer Support, Warehouse, and Accounts teams—resulting in a more efficient and reliable returns process.

Areas to work on

  • Unify workflows across all return types

  • Standardize inputs and validations

  • Centralize status tracking & ownership

  • Improve cross-team collaboration

  • Scale framework for future return types

DESIGN

Iteration 1

Iteration 1

What was the rational behind the iteration?

Orders getting manually imported

Manual order importing

Users had to search and import orders into 'Advanced search' before starting the return process.

Different Return process for each one

Each return type followed a different set of steps, making the process harder to follow.

Difference in shipping type

Different shipping types affected return costs but weren’t clearly differentiated in the workflow.

Different shipping types affected return costs but weren’t clearly differentiated in the workflow.



What went wrong?

Action controls lacked simplicity and hierarchy

With Discard, Save as Draft, and Create Return placed separately, making the intended task progression less obvious. Also Users had to enter the Create CS Return page and manually search for an order ID.

Iteration 2

Iteration 2

What was the rational behind the iteration?

Returns were tracked in Excel sheets

Teams manually maintained return statuses and updates.

Leading to duplicate entries

The same return could be recorded multiple times across the process.

Constant back-and-forth validation

Missing information resulted in repeated follow-ups between CS, Warehouse and AR.

Returns were tracked in Excel sheets

Teams manually maintained return statuses and updates.

Leading to duplicate entries

The same return could be recorded multiple times across the process.

Missing information resulted in repeated follow-ups between CS, Warehouse and AR.

Constant back-and-forth validation

Returns were tracked in Excel sheets

Teams manually maintained return statuses and updates.

Leading to duplicate entries

The same return could be recorded multiple times across the process.

Missing information resulted in repeated follow-ups between CS, Warehouse and AR.

Constant back-and-forth validation

What went wrong?

Notes Lacked Clear Action

Notes explained the issue but still had to follow back with the appropriate team for any specific reason of revalidation, making it harder to track the return's progress.

Final design after all the iterations

Final design after all the iterations

OUTCOMES

The redesigned workflow delivered measurable improvements in completion, accuracy, and processing speed.

By comparing the existing workflow with the redesigned experience, we validated that a more structured and standardized process led to higher task completion, fewer errors, and faster return handling.

Key Improvements

  • Standardized input requirements

  • Fewer manual steps

  • Faster validations

  • Improved Visibility into next actions

  • Fewer drop-offs

FUTURE SCOPE

What I'd do next

Next, I'd initiate an inbuilt AI agent that can send notifications and handle return conversations with customers. It would collect the required details and keep customers updated, so the CS team only needs to validate the case and give the final confirmation before moving it forward. I've made a basic screen for how this could look using Figma Make.

Made using Figma Make

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