Create
...
and Authorize Returns (RMA)
Create Return
From Order
Look under Shipment Information; if the order has met the pre-set criteria, a link will appear for Create Return. This will take you to the directly to the Return Items page for this order, bypassing the create new return and Return Header pages.
From Returns menu
- Go to the Order Manager
- Select the Returns menu item
- click Create new return
...
- Set the Return From Party and click Create New
Return Header
- Ensure the information is correct, updating if necessary. Click Return Items to continue.
Return Items From Order
Select an existing order from which the items are being returned, and click Load order items for return.
...
Below the order adjustments is you may can also enter any other an additional miscellaneous adjustment, with a description.
When you are finished, click Return Selected Item(s).
Find Existing Return
...
From
...
Order
...
An
...
Order
...
Detail View may
...
show
...
existing
...
Returns
...
already
...
submitted
...
against
...
it.
...
Click
...
on
...
the Return ID link to view.
...
Find Returns Page
- Enter the known Return ID.
- Lookup Return(s)
- By Party ID, UserLogin ID or Billing Acct.
- Enter known data
Under the Returns tab, enter the Party ID. All existing returns against this ID should be returned. - To limit returns ...
Use the Status drop-down box and/or the Date filter to limit returns.
- Enter known data
Authorize Return
Having found the return you have decided to accept, you will do the following:
...
- known information and click Lookup
Authorize Return
Review the return items, making any changes if necessary. When you are finished, click Accept Return.
...