Creating an RMA

Watch this video to see how to create an RMA or follow the steps below it.

Navigate to the correct window

1. Navigate to RMA's / Enter RMA.

Enter the RMA details

1. Enter the customer account number in the Account text box.
2. Enter a customer reference in the Customer Ref text box, if required.
3. Enter the appropriate rep code in the Rep Code text box.
4. Enter the contact person's name in the Contact text box, if required.

Enter the returned items

1. Enter the appropriate item number in the ITEM NUMBER column.
2. Enter a reference in the REFERENCE column, if required.
3. Enter the appropriate quantity of the returned item in the QUANTITY column.

Save the RMA

1. Click the Accept button.
2. Change the information on the Enter Message window and click the Accept button.
3. Specify the print options and click the OK button or click the Cancel button to close the window.