Key Features:
- Create RMAs fast and easily from posted invoices.
- Keeps track of what has been returned to prevent
over-returns of product.
- Select all or partial returns.
- Generate Credit Memos.
- Select whcih products you will be issuing a credit memo for.
- Select which products you will place back into sellable stock.
- Easily apply a restocking fee to the return.
- Status reports to keep track of incoming RMA and their status.
- Track by serial number.
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The RMA creation form allows you to lookup a
particular invoice and view what was sold and returned for
that invoice. You can enter the amount of product being
returned in the column Qty to Return. If you
click the check box next to the Qty to Return column, the
balance remaining to be returned will be automatically filled in
the Qty to Return column. If you enter a quantity
greater than what is left to return, a warning message will
popup alerting you of the situation.
If you have serial number specific products, you can enter the
serial number of the item in the Serial Number
text box, and that invoice will be found if that serial number
was indeed invoiced by you.
There is an area to add comments for internal use, RMA
Comments. Once you have selected the products to
return, click on the process icon 
and an RMA will be crated. A pop-up window will then
display the RMA number generated. |
Create RMA Form
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| The figure below shows the popup window that
displays when the RMA is created. If you have the
Warehouse Management System installed, you will be able to see
this RMA in the Return Authorization section and receive it through
that module. |
Create RMA Form - RMA generated
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| The form displayed in the figure below is the RMA Maintenance
form. This form allows you to receive the incoming product
and create a credit memo. You are given several choices on
how to handle the incoming stock. You can return it to
stock, set it aside in a suspense location or discard it.
The returning stock might have been damaged and you do not want
to return it to your sellable stock. There might be the
need to have quality control look at the product before a
decision is made to return it to sellable stock or downgrade the
product to used or damaged stock. |
RMA Maintenance Form - Receiving and Credit
Memo creation
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| The RMA status form allows you to list RMA that are opened,
partially received, or closed. This report is useful to
manage your RMAs. |
RMA Status Report Form
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| This is the Invoice History lookup form. It allows you
to easily search for an invoice by invoice number, order number,
company name, ship to address, customer PO Number, date, and several
other fields. You call this form by clicking on the
binoculars on the RMA Create form. |
Invoice History Look Form
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| This is the RMA lookup form. It allows you to search for
an RMA by a number of different fields. It is similar to
the Invoice lookup form. Its an easy tool to find RAMs. |
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RMA Lookup Form
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