RMA types of return refund Part 5
If the client is unable, or unwilling to use the on-line portal the you can create an RMA from within the module by pressing the plus sign. In this situation they can ring up on the phone and you can put it directly into the system. This then provides a screen with the same fields available in the portal and select the reasons as per what has been set from the settings in “reference books”.
In this case they would like a refund and we will show you how to receive the stock back in, process the return and refund the money to your customer using Cin7 Core in combination with Xero.
The list of reasons is as you have set up in your settings. In this case the client is requesting a refund as the goods had arrived late and they want a refund.
A returns order is automatically created and receipt action will be “Restock”.
The returns order reverts to a status of “waiting the products”.
The goods are received back from the customer.
Once the goods are returned then the returns order is completed by authorising their receipt, selecting the bin they are to be placed in, and the date.
This then automatically creates a credit note under related orders.
And a restock confirming the location.
The Credit Note is then linked under “Related Orders” within the return under the RMA parent.
Refund is processed.
Upon resyncing the data with Xero that same credit note is available for accounts purposes.
Once authorised then an option appears at the bottom of the screen for “Add Refund”.
Once that is processed and another sync is performed then the refund will be seen under the corresponding credit note in Cin 7 Core.
Refund is resolved
To close the RMA click on the “resolution” and select the outcome, make some notes and then click on “Resolve”.
Once processed, an email message is generated automatically describing the result.
And the RMA automatically reverts to “complete”.
About the Author:
Malcolm Ford has 30 years business experience now with IT Enterprise Business Solutions Ltd specialising in digital transformation. He mainly works with business with advanced stock, logistics and warehousing requirements.