How do I create a return in ERP?

How do I initiate an RMA invoice return in the ERP Module?

There are two types of returns: RMA Invoice Returns and Customer Returns. RMA Invoice Returns (AKA Invoice Returns), require the original invoice to be loaded and the choice of items to be returned. Customer Returns (AKA Bulk Returns) do not require an invoice. Users can add any items they want to return. Invoice Returns can be initiated in both ERP and WMS, but Customer Returns can only begin in WMS.

Where you start your Invoice Returns will be based on the policies of the business as far as returns go and that decision must be made at the discretion of the user. These instructions are for typical use-cases. In a situation where you are given advance notice of a return (e.g., a customer calls, says they are making a return, and tells you the order number and items they are returning), the process will kick off in ERP.

Go to Sales > RMA Management. Click Add.

This will take you to the RMA Management screen in Add mode where you will enter the invoice number of the order you need to return (or search for it by clicking the magnifying glass icon). Once the number has been entered, click anywhere outside of the field (or press the tab key) and the rest of the order information will populate. This is the default set of fields you will see. For an expanded view, click Show More.

The fields inside the box below will appear. You can click Show Less to go back to the way it was.

In the Line tab, add the customer-claimed return items. This is where you indicate how many of the items from the invoice are being returned. There are two ways to do this. Both take approximately the same amount of time - it is a matter of preference which you choose to do.

First, one by one. Click the plus sign next to the SKU and enter the number in the Claim field. Do this for each SKU with a return. You'll notice the value in the Claim column will update automatically.

Second, using Style Master. Click Style Master.

A list of all SKUs in the invoice will appear on the right-hand side. Select the box next to the SKU you want to claim, and it will appear in the body section of the Inventory Matrix. Enter the claim number and click Apply. Do this for every SKU in the list you want to update. When you're done, the claim numbers should appear in parentheses next to each SKU on the right. Click Apply again. Then, click Close.

Here is a quick video of the Style Master process:

Click Save. A Return # for that invoice will automatically be generated (this comes in handy if there are multiple returns on a single invoice).

Next steps:

How do I manually receive a product return?

How do I close a return?