Step 1: Prepare the Item

In the Inventory Transfer form, transfer 1 CMP0001 from STORES to STORES, this will allow you to enter a serial number for the product.

After clicking on 1. Save Receipts, click on 2. Record Serial Numbers and record the serial number SN_0001 for the CMP0001.

Step 2: Sell the Item to the Customer.

First, we should sell this order to the customer. Create a Sales Order by going to the Sales Order form in the Sales/Ship submenu.

Enter the necessary information:

Employee: Dorothy Gayle

Customer: The Cowardly Lion

Location: Grrr

Product: CMP0001

Quantity: 1

Then change the status of the product to “Released” to finalize the Sales Order.

Now we need to ship the order. Open the Shipping Order form and find your SO. Click on the Copy SO Lines and EDIT for Shipment button. The only button you will need in the form is 4. Record Serial Numbers. In the Shipping Serial Numbers form, click on Retrieve Serial Numbers to retrieve the Serial Number that you entered in Step 1. Close this form and return to the Shipment Editor, then close the Shipment Editor form and return to the Shipping Order form.

Then go to the 2. SHIP tab and click on the SHIP button.

Step 3: Return Merchandise Authorization

In the Return Merchandise Authorization form, in the Customer Service submenu, enter the necessary information. For our example,

Customer: The Cowardly Lion

Location: Leo

Product: CMP0001

To retrieve the Serial Number of this product, click on and check off the serial number you want. In this example, check off SN_0001.

Contact: Dorothy Gayle

Click on Receive. A message box will appear informing you of the Inventory Transaction Number of your action, it is not necessary to take note of this as it is automatically entered into the InventoryTransferID box on the right hand side of the Receive button.

To view the Work Order for this RMA, click on the RMA Work Order button.

The last step is to change the status of the order to “Closed” by clicking on the Close button.

Step 4: Customer Service Order

In the Customer Service Order form,

Fill in all the necessary information. For our example,

CSO Type: repair and return

Contact: Dorothy Gayle

Item: CMP0001

To retrieve the Serial Number of this product, click on and check off the serial number you want. In this example, check off SN_0001.

Customer: The Cowardly Lion

Location: Grrr

Click on 1. Create Sales Order.

You will see a message box that will inform you of the SO# of your newly created Sales Order.

The next step is to click on 2. Edit Sales Order

This will bring up the Sales Order form with your Sales Order. What you need to do is just check that all the information is correct and change anything you need to. Otherwise, change the status of the Sales Order from “Planned” to “Released”, to make it ready to Ship

Then, return to the CSO form and click on 3. Work Order Preview. This will bring up the Customer Service Order report for this CSO. Print this form out and use it as a work order for this repair.

Finally, click on 4. Go to Ship Order. This will bring up the Shipping Orders form. Within this form, you can modify the Shipping Order to prepare the product to be shipped back to the customer.

Click on Copy SO Lines and EDIT for Shipment. This will bring up the Shipment Editor screen, where you can Explode the BOM for the product, if necessary. For our CMP0001 product, this will not be necessary, as this is a purchased item. After any necessary changes have been made, then go to the SHIP tab and click on the SHIP button to Ship to the product. This of course, will be done after the needed repairs have been completed.