Creating A Customer Return Request

Document Version	v.1
Document Last Updated	8/3/23
Software Version Documented	v.9.9.2

Creating a Customer Return Request

In this section we will be going over how to create a customer return request order.

Creating a standalone customer return request

The first step in any customer return is creating a new return request which will eventually lead to converting the return request to an RMA.
You may need to create a standalone return in the case that the customer has no receipt or record of their purchase and you can’t find it in the system. If at all possible you will want to avoid creating stand alone return requests.
Order > New > Return Request/RMA
A new Return Request form is displayed on the screen. Make sure you follow the correct steps in adding information, as highlighted below.
Customer - Fill out the customer name and make sure the correct account loads.
Quantity - Make sure the correct quantity of each item being returned is added.
Part Number - Ensure the proper part number is added.
Status - Choose the status, indicating the condition of the item. Choices are Good, Bad, & Unknown.
Location - This is where the item will go after being returned.
Net - Make sure the correct net price is entered. The price will come from the item file. Please note that because this is not linked to an existing sales order that the price taken from the item file may be different than what the item was actually sold for originally.
U/M - Make sure the proper unit of measure is selected.
Ext Net - If your quantity, net, & U/M is all correct, then this should be correct too.

Once everything looks good on the Customer Return, the next step would be to convert it to an RMA. Use the Convert button on the menu bar.
Next you will be prompted to Refund Money or a Customer Credit and Issue Refund.