To configure RMA return reason, go to Sales >> After-Sales Service >> RMA Return Reasons.

For product return the user can create the predefined return reason. It is important to set the maximum number of return reason to avoid errors during RMA validations.

Check all RMA details and select the related sales order and generate its RMA lines by clicking on "Generate Lines" button.

Fields Description

Subject	Write the subject line related to the product damage or product return.
Responsible	Mention the user who is authorized to handle the RMA.
Date & Priority	Set the creation date of RMA. Set its priority by selecting 1, 2, or 3 stars- low, high or urgent.
Return Lines	When the user selects Sales Order, the product details are fetched automatically in RMA lines. Enter the return quantity against the delivered quantity, select the reason for return, and select the return type.
RMA Note	Mention special note or any other inputs that are related to the product return.
Customer Info	Define customer name, email, mobile, and phone number.

Click on "Add a Line" link for adding sales order lines for defective products or the products to be replaced.

After selecting lines click on the"Generate Lines" button for generating RMA lines.

After generating lines, add the return quantity against the delivered quantity in the quantity field and select the reason and return type for the returned product.

The RMA details can be shared with the customer via email, on his approval, the RMA gets confirmed.

Fields Description :

Product	Products that are need to be replaced or repaired.
Serial No	Select the product serial number to identify the actual product.
Delivered Qty	The delivered quantity is fetched automatically from the sales order.
Return Qty	Add product quantity to be returned.
Return Type	Select the return type from the action to be performed.
Reason	Select valuable reason for returning the product.

After RMA confirmation, two buttons will be visible: "Approve" and "Reject".

When you click the "Approve" button, the "Generate Receipt" button will become visible.

The receipt can be generated by clicking on "Generate Receipt" button. Once the receipt is validated, the user can select associated action related to "RMA reason".

The incoming shipment is automatically generated for all RMA lines, the actions are performed, and the products are received in our location.

On rejecting an RMA, rejection notes can be entered for future reference.

The most common scenario of RMA. Replace, Repair & Credit (Refund).

1. Replace: To create (replacement) product sales order.
2. Repair: To create repair order.
3. Credit(Refund): To create credit note.

Click on "Create Replacement SO" for creating replacement order.

When the product is same, the system will generate a sales order for the same returned product with a delivery order for the new replaced product.

For creating repair order click on "Create Repair Order" button. the system will generate repair order for the product to be repaired and delivery order will be made after the repair work is done.

For creating credit note, click on the "Generate Credit Memo" button. The system will generate credit note with all the details for the returned product.

Check RMA status lines with reason.

Print RMA information in PDF format.

If required the details can be updated and create new RMA lines with product information.

On confirmed RMA, a receipt is generated through the "Generate Receipt" button. Once the receipt is validated, the incoming shipment is generated automatically. After validating the incoming shipment, the products are received in the desired location.

For creating a new repair order, click on the "Create Repair Order" button. The system will generate a new repair order for the product to be repaired and delivery order will be made after the repair work is done.

Check RMA status lines with reason.

Print RMA information in PDF format.

Go to Sales >> Reporting >> RMA.

Generate RMA report with in-depth analysis through the pivot and graph view.