How Can I Record a Return Merchandise Authorization (RMA)?
If a customer needs to return a previously purchased item, or if you must send goods back to a vendor, you can do it through our Return Merchandise Authorization (RMA) module. Below, we show you the steps to follow.
Creating a Return Merchandise Authorization
Navigate to the RMA section under the Inventory option in the left menu. Here, you'll find a browser displaying your current RMAs. From this page, you can create a New RMA by clicking on the green button located in the top right corner of the screen. If a customer wants to return items select the option "From Customer", or if you are the one sending items back to a vendor click the option "To Vendor"
Receiving an RMA from a Customer
To receive items from your customers, you must first fill in the information related to the RMA. After you enter all the information, you can click Save and you will be sent back to the browser.
When you are ready to receive the parts, search your RMA in the browser and click on the 3-dot menu next to it. Choose the option "Receive".
A new window will open, and you'll be able to either receive all items at once by selecting 'Receive All', or receive them individually by clicking the arrow next to each item.
Returning items to a Vendor
If you're creating a Return Merchandise Authorization for a Vendor, the process differs slightly. In this case, you will have to select which items from your inventory you want to return.
When you enter the items for return, a drop-down menu will display showing the PNs you have available in your stock. If you wish to return any of these PNs, you must select them from the menu.
This connection between your inventory items and the items in your RMA can be established either during RMA creation or afterward.
To establish the link after creating the RMA you can go back to the browser and select the option to Edit the RMA
In the RMA Parts section click the blue (i) icon next to the item you intend to return.
A list will appear, displaying the items available in your inventory. From there, you can select the item you wish to link to the RMA to later return. Save the changes and go back to the browser
From the browser, you will find the option to return this RMA to the Vendor.
