Difference between revisions of "Returns"
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RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors. | RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors. | ||
| − | + | == Return Material in Inventory back to the Vendor == | |
| + | |||
| + | 1. In the '''Inventory module''', select '''Returns'''. | ||
| + | <br>2. Click '''New''' and select '''To Vendor'''. | ||
| + | <br>3. Select the Vendor you are returning to in the Search window. | ||
| + | <br>4. In the return, select the '''Return Items''' tab. | ||
| + | <br>[[File:ReturnItemsTab.png]] | ||
| + | <br>5. Click '''New'''. | ||
| + | <br>6. Click '''Select From Stock''' in the '''Enter Items to be returned''' window. | ||
| + | <br>7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later. | ||
| + | <br>8. Make sure the quantity is correct and Click OK. | ||
| + | <br>9. Click '''Save''' in the return. | ||
| + | <br>10. Click''' Receive Item'''. | ||
| + | |||
| + | [[File:ReceiveItem.png]] | ||
| + | |||
| + | <br>11. In the Receive Return Items window: | ||
| + | |||
| + | * If serialized item: | ||
| + | ** Check Permanent Removal | ||
| + | ** Enter the serial number in the Receive Stock tab and click Add. Click OK. | ||
| + | * If non-serialized item: | ||
| + | ** Check Permanent Removal | ||
| + | ** Enter the Received Quantity in the Receive Stock tab. Click OK. | ||
| + | |||
| + | <br>12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | ||
| + | |||
| + | == Return Material from Customer Site back to Inventory == | ||
| + | |||
| + | You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns. | ||
| + | |||
| + | <br>1. In the Inventory module, select '''Returns'''. | ||
| + | <br>2. Click '''New''' and select '''From Customer'''. | ||
| + | <br>3. Select the '''Customer''' in the Search window. | ||
| + | <br>4. In the return, select the '''Return Items''' tab. | ||
| + | <br>5. Click '''New'''. | ||
| + | <br>6. Click '''Select From Customer Equipment''' in the “Enter Items to be returned” window. | ||
| + | <br>7. Select the material you are returning in the '''Select Inventory Item''' window. If it is serialized, write down the serial number because you have to enter it later. | ||
| + | <br>8. Make sure the quantity is correct and Click '''OK'''. | ||
| + | <br>9. Click '''Save''' in the return. | ||
| + | <br>10. Click '''Receive Item'''. | ||
| + | |||
| + | |||
| + | [[File:ReceiveItem.png]] | ||
| + | |||
| + | <br>11. In the Receive Return Items window: | ||
| + | |||
| + | <u>If serialized item:</u> | ||
| + | * Check '''Permanent Removal''' | ||
| + | * Enter the serial number in the Receive Stock tab and click '''Add'''. Click '''OK'''. | ||
| + | <u>If non-serialized item:</u> | ||
| + | * Check '''Permanent Removal''' | ||
| + | * Enter the '''Received Quantity''' in the Receive Stock tab. Click '''OK'''. | ||
| + | |||
| + | <br>12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | ||
| + | |||
| + | |||
| + | '''*NOTE*''' To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select '''Retire''' to permanently remove equipment from Customer Equipment and put it back in inventory. | ||
| + | |||
| + | |||
| + | == Print the Return == | ||
| + | 1. Click '''Print/Email'''. | ||
| + | |||
| + | [[File:printticket.png]] | ||
| + | |||
| + | <br>2. Select Standard Return Ticket by Ship From. | ||
| + | <br>3. Click the printer icon in the print preview window to print the ticket. | ||
Revision as of 21:19, 14 June 2011
RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors.
Return Material in Inventory back to the Vendor
1. In the Inventory module, select Returns.
2. Click New and select To Vendor.
3. Select the Vendor you are returning to in the Search window.
4. In the return, select the Return Items tab.
5. Click New.
6. Click Select From Stock in the Enter Items to be returned window.
7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
8. Make sure the quantity is correct and Click OK.
9. Click Save in the return.
10. Click Receive Item.
11. In the Receive Return Items window:
- If serialized item:
- Check Permanent Removal
- Enter the serial number in the Receive Stock tab and click Add. Click OK.
- If non-serialized item:
- Check Permanent Removal
- Enter the Received Quantity in the Receive Stock tab. Click OK.
12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes.
Return Material from Customer Site back to Inventory
You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns.
1. In the Inventory module, select Returns.
2. Click New and select From Customer.
3. Select the Customer in the Search window.
4. In the return, select the Return Items tab.
5. Click New.
6. Click Select From Customer Equipment in the “Enter Items to be returned” window.
7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
8. Make sure the quantity is correct and Click OK.
9. Click Save in the return.
10. Click Receive Item.
11. In the Receive Return Items window:
If serialized item:
- Check Permanent Removal
- Enter the serial number in the Receive Stock tab and click Add. Click OK.
If non-serialized item:
- Check Permanent Removal
- Enter the Received Quantity in the Receive Stock tab. Click OK.
12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes.
*NOTE* To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select Retire to permanently remove equipment from Customer Equipment and put it back in inventory.
Print the Return
1. Click Print/Email.
2. Select Standard Return Ticket by Ship From.
3. Click the printer icon in the print preview window to print the ticket.