Page Comparison

Authorise RMA

This tab will show the RMAs that are waiting for authorisation, it is designed to allow any user to enter an RMA onto the system and then a team leader, manager or director will authorise them.

In order to proceed to the next stage, you have to “Authorise” the RMA.

If you are not planning on accepting the RMA you can cancel it.

Arrange Pickup

If an RMA has items on it that are required to be picked up and returned to the warehouse then it will be shown within this tab.

At this stage before pressing either of the Confirm buttons you need to confirm the following.

1. The warehouse where this stock is being returned to.

2. Whether you are wishing the warehouse to arrange the transport. If you are arranging this yourself or it has already arrived at the warehouse then do not select the ‘Arrange’ option on the line otherwise it sends a request to the warehouse on the pre-advice to collect the goods (assuming your warehouse accept EDI pre-advices with this type of request).

When you “CONFIRM” Confirm the RMA it will move to the Awaiting Return tab.

If you do not wish to proceed from this stage you can still cancel the RMA.

EDI Warehouses

If your chosen warehouse for the return has EDI capabilities then a pre-advice will be sent to the warehouse for the returning stock, the arrange buttons will initiate the request for the warehouse to arrange the collection of the goods and return to the warehouse.

Awaiting Return

Any RMA’s which you are waiting on which are returning to stock will be shown on this tab.

Multiple Returns

It has been designed to allow you to make multiple returns against a return line, because sometimes the warehouse land the stock and find some damaged and others fine, so you need to register the return in here providing the new rotation number and confirming the warehouse the stock was landed back to.

Adjusting the stock

We will make an immediate stock adjustment for the return when you “Register the Return” adding the new rotation record with the values used in the return as the value of your stocks.

What if the customer does not return all the stock?

You can mark a line as complete even with only some of the stock returned, select the line, and hit press the COMPLETE option‘Complete’ button.

This closes the line on the return and stops further items from being returned.

Registering the Return

Each line on the return has a “Register the Return” option this allows you to confirm the warehouse, enter the rotation number and confirm the quantity that was received back including the duty status.

When you Register the return you will be returned to the RMA where you can then register further lines, the lines will go green if the RMA is fully complete and will be Yellow if it is partially complete.

You need to confirm the RMA is complete and to do this you need to click on the “Return Complete” option on the RMA line in the top section of the page.

Authorise Credit

This tab will show items which that are ready to be authorised.

The status column to the left of the “Authorise” shows whether the RMA is completed or partially ready. If you authorise a partially ready RMA only those lines which are returned or not requiring required to be returned will be credited, the remainder will remain outstanding.

Clicking the Authorise button will move the RMA to the next stage which is waiting for the credit note to be sent to the customer, you can view the RMA here or you can use the drill down arrows on the left of the RMA to view the individual lines.

At this stage you can cancel the RMA, this puts the RMA into a status of Credit Cancelled.

Awaiting Credit

This tab will show the RMAs that are waiting on the credit note to be issued.

The status columns shows two icons:

• green Green tick to signify that the entire RMA is ready.

• open Open envelope to signify that this is only a partial credit for the RMA.

If you click the “Send Credit Note” button the system will generate the credit note for the customer, it uses the same settings as the sales order being sent out and if you are connected to a finance system it also posts the credit note into the finance system.

At this stage you can cancel the RMA, this puts the RMA into a status of Credit Cancelled.

Open Transactions

This provides a read-only view of the open transactions and the status they are all at.

Completed Transactions

This provides a read-only list of all completed transactions.

You will be able to view some Credit details here, by clicking pressing the invoice button (‘view credit detail’ button which is located to the left of the view View button).