WMS – h. RMA Process|Smart Center Online Help

WMS – h. RMA Process

RMA (Return Merchandize Authorization) acts like a PO for items that needs to be returned from a Customer back to the warehouse. Since it is very important that everything coming back to the warehouse has a record(s), as PO is generally for items shipped from your supplier(s), RMA is generally for items shipped from your customer (end users).

Before you create an RMA, its important that you first crate your appropriate “Return Reason” . This can be done by going to WMS > Configuration > Return Reason View/Setup and clicking on the + to add one.

There are two ways to create an RMA

a. Create an RMA from SMS > Parcel Order

To create an RMA from this screen, the parcel order MUST be in “Shipped” status. This method is not only faster, but also help you keep a very clean record because the RMA will be tied to the parcel order at all times.

Follow the steps below to create your RMA

Under the “Action” column, click on “Create RMA“.

Return Reason: Select the appropriate return reason
Warehouse To: Select the warehouse that the item will be returned to
Sent to QC: Check this box if there is a specific thing that you want the warehouse to inspect. You will need to add a “Comment” to inform the warehouse the specifics on what needs to be inspected.
Qty: Line by line, enter the quantity that is expected back by the warehouse. The quantity does not have to be the same as the “Shipped Qty”, but it CANNOT be > neither. Leave it blank for item(s) that are not being returned by the customer.
Create Return Label: Check this Box ONLY if you want to generate a prepaid shipping label for the customer to return the item. Do NOT check this box if the customer is returning the item at their own expense.
Generate RMA: This will create your RMA by taking you to one of these 2 pages below

You will be taking to this page directly if you did NOT check the “Create Return label”

RMA Ref ID: This is ONLY required if you choose option b) below to generate your RMA, thus you can ignore it for this step
Return Tracking: Since the customer is paying to return the items, it will help the warehouse process it faster if you get the tracking number from the customer and enter it here
Confirm RMA: This is the final step, clicking this box will notify the warehouse that this return is coming back. Just like every other screen, use the “Comment” to communicate with the warehouse about this RMA. This step is final for the RMA and cannot be reversed.

2. You will be taking to this page directly if you checked the “Create Return label”

Populate the data in order as showed above. It is very important that you enter the dimensions exactly as how the order was shipped. You can get the data from the original parcel order under “Shipping Details” tab. Failure to enter that that information can result in extra charges once the package is delivered.

RMA Ref ID: This will bring you to a screen similar to the one you get when you click on “Generate RMA” on the screen shot above this one. Click on the “Return Label” tab to get download the prepaid label and email to your customer.

Click on 3 to see the tracking number so you can track the package all the way to the warehouse. Once the warehouse receives the package, the system will notify you.

b. Create an RMA directly WMS > RMA Process

This is where all the RMA you create comes regardless of what step you used to create it. From this screen, click on the +

Just like creating a manual Parcel Order, enter the data you have on in the order shown on the screen above. Click on “Save” once you are done. Note, if you want to generate a prepaid shipping label for the customer, its important that you follow the screen below before confirming the RMA