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Working with RMA’s

When a customer returns a product, a Return Material Authorisation (RMA) is issued. This RMA allows you to track the return of the item(s) and any subsequent actions taken.

For each product returned on the RMA document a reason code (RMA type) needs to be selected. Depending on which RMA type is selected certain actions can be performed.

An RMA can be created from:

  • Sales Orders
  • Customers
  • RMA in the Explorer

Prerequisites


Entering Line Items
Working with Transactional Documents
Working with Sales Orders
Working with Customer Documents

How to Create a new RMA Document

From a Customer

  1. From the explorer, select Customer.
  2. View the appropriate Customer, from the Action dropdown, select ‘New RMA’. (See below)
  3. A ‘New RMA’ window will open.

Customer-new-RMA

Select New RMA from the Customer

From a Sales Order

  1. From Sales Orders, search for the original Sales Order.
  2. When Viewing the Sales Order, select the line item which the Customer wishes to return.
  3. From the Action Dropdown, select ‘Create RMA’.
  4. A New RMA window will open with the details of the customer, the order and the line item.

Sales-order-new-RMA

New RMA from a Sales Order

From the Explorer via RMA

  1. From the Explorer, select RMAs
  2. The RMA window will open
  3. Select the green plus sign  plus at the top.

RMA-Create-new

The Create New option

  1. Search for the Applicable Customer.
  2. At the bottom, the Customer Name will show, and a green ‘Create New’.
  3. Click on the green ‘Create New’.

selecting new RMA

The Create New option for an RMA

How to Process a Return

  1. Complete the standard fields in the RMA Document.
  2. It is important to select the Default Site if one specific location is used to receive returned goods.
  3. At line item level, select the product being returned. Search for the item using ‘Find’.
  4. Select RMA Type as follows:

None: N/A

Repair: Allows you to return items and subsequently create a Sales Order – the RMA will be FULFILLED once the item is returned and the Sales Order has been created.

Replace: Allows you to return items and subsequently create a Sales Order – the RMA will be FULFILLED once the item is returned and the Sales Order has been created. Customer is given another item in place of the returned item.

Substitute:  Allows you to return items and subsequently create a Sales Order – the RMA will be FULFILLED once the item is returned and the Sales Order has been created. Customer is given a different item in place of the returned item.

Credit: You can create a credit note (this replaces the return items step) – RMA is marked as FULFILLED as soon as the Credit Note has been created.

Return, no Action: Item is returned only – RMA is marked as FULFILLED as soon as Items are returned. No credit note or replacement is issued.

New-RMA

Also Read About


Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Allocating Stock to Sales Orders
Printing Documents
Working with Memos
Working with Classifications
Working with Price Levels
Working with Price Lists