Creating an RMA

Introduction

Here we'll walk you through how to create an RMA from scratch or from an invoice.

Open the RMA module

Open the RMA module by selecting it in the right hand navigation bar or in the more menu.

Add a new RMA

This is the list view of the RMA module. To add a new RMA, click on the add new RMA button.

Select the manual tab

Select how you'd like to create the RMA by choosing one of the tabs.

In this case select the manual tab.

Complete the RMA form

A blank RMA will appear.

Enter the required information to complete the RMA.

This information will include the customer account and products to be authorized for return.

Save the RMA

When you are done entering the required information, click the save button on the bottom right hand corner.

Once you click the save button, your transaction will be assigned a temp status and a transaction number.

Create an RMA from an invoice

To create an RMA from an invoice, choose invoices instead of manual.

Once you select one of the invoices, the screen will change to show only invoices for that specific customer. In this example, only invoices for the customer Drones n Things show.

You can choose one invoice or multiple invoices for that customer to create your RMA. Click on the accept button to add lines from those invoices to your RMA.

What's next?

Once your RMA has been created you can proceed in a number of ways using the green action button in the bottom right hand corner.

Issue the RMA

You must issue the RMA to change the status to issued. Once issued, you will be able to use the RMA to create a credit note or a receipt.