Process Sales Returns
Overview
When a customer returns goods, you need to create a Return Order (RMA) to handle the receipt of the items and generate a credit memo. The RMA can be created by copying data from an existing Sales Invoice or entered manually.
Creating an RMA from a Sales Invoice
Access Sales Invoices:
Open the App Launcher and search for Sales Invoices.
Copy Data to Create an RMA:
Select the Sales Invoice you wish to use and click Create RMA to initiate a Sales Return.
All relevant information, including the Cust PO No., will be copied to the RMA.
Adjust the header and line details as needed by clicking Edit.
Manually Entering a Sales Return
Open Sales Orders:
Open the App Launcher and search for Sales Orders.
Create a New Return Order:
Click New to create a Sales Return manually.
Enter the customer details.
Check the Return Order checkbox to indicate a return.
Provide item details:
Enter the Item.
Set the Quantity as a negative number.
Specify the Unit Price.
Enter the Unit Cost, which will be used to cost the returned inventory.
Click Save to store the changes.
Creating the Return Warehouse Shipment
Receive the Returned Goods:
Once the goods arrive, click Create Shipment on the RMA to generate a return Warehouse Shipment.
With the Return Order checkbox checked, a Warehouse Shipment will be created, returning the inventory back into stock.
Handling Lot-Tracked Items:
If the returned items require a Lot Number, enter it using Enter Shipping Lots or Enter Lots.
Post the Shipment:
Posting the return Warehouse Shipment will increase the inventory of the returned items in the Return bin defined in the warehouse.
After receiving the goods, use a Warehouse Movement journal to transfer the inventory to other bins if needed (e.g., damaged, QC, pick).
Creating a Credit Memo
Generate the Credit Memo:
After receiving the returned items into inventory, create a Credit Memo by clicking Create Invoice from either the Warehouse Shipment or the Return Sales Order.
The Credit Memo will display as a negative invoice amount.
Post the Credit Memo:
Once posted, the document will be marked as a credit (negative) invoice, with the Credit Memo field checked.