How to manually create an RMA | ParagonERP

How to manually create an RMA

Introduction

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

You can also create an RMA from an invoice.

Step 1: Open the RMA module

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




Step 2: Add a new RMA

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


Step 3: 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.

Step 4: 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.


Step 5: Save the RMA

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


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


What's next?

Once your transaction has been created you can proceed in a number of ways using the green action button in the bottom right hand corner. The transaction can also be edited in detail mode by hitting the edit button in the top right hand corner.


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