Setting up RMA on-line portal

On-line portal integration.

For a customer they can lodge a return through Cin 7’s own on-line portal which allows customers to notify the vendor that they wish to return product and reason for doing so.  This has the advantage of saving time on admin and puts the responsibility on them to input the correct details.  This is now an additional module and can be set up in the “integrations” section.

One set up it provides you with your own URL

RMA Portal loginA customer can then simply lodge their issue by applying their email (this must pre exist withing the system) and the sales or invoice number.

It will then prompt for the state of the packaging, reason for the return and a desired outcome.  Extra notes can be added as well as attachments such as photographic evidence.

The return is then processed. Clicking on the “returns rems policy” will display the wording that was inputted in the “settings” article.

A confirmation can then be printed with the return address for he returns order.

This then creates an RMA in the system which then allows a notice to be sent to the customer on where and how to return the goods.

This in turn creates related “Returns Order” that is generated awaiting the delivery of the returned goods.   The RMA is the parent of all of the process and related orders.  These can be all be found within the Sales module.

Returns procedure

Next in the series “receiving goods and authoristion”.