Return Material Authorization (RMA)

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Return Material Authorization (RMA) Form


Similar to the Customer Service Order (CSO), this form allows users to enter information with respect to customer problems - in this case the customer is returning merchandise from an issued sales order. Using the DISPOSITION field, you can select the appropriate course of action, as well as enter the sales order from which the problem originated in the SALES ORDER # field. As in CSOs, RMAs are useful for tracking problem frequency, and subsequently, better solutions for the customer.


RMA Number: This is auto generated number to recognize Return Material Authorization  number.

How to use Return Material Authorization (RMA) Form

Click Receive tab then follow these steps

1. Create an inventory transfer. Complete the receipt on the inventory transfer form.

2. Preview/print the work order for this RMA 

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