Settings for RMA
In Cin7Core this is defined in the RMA section which allows for written policies, warranties (defined by time) assigned to particular types of products and a process section define by milestones. Nominal codes can be the defined for scrap, repair and replacements.
To define your business procedure go to reference books > RMA.
The first section deals with the general policy which is simply a text field defining the overall procedure. Unfortunately this can’t be linked to any sales documents such as delivery notes or invoices although they can be reproduced on them individually.
Milestones.
Next is the milestones which are pre populated. These include shipping to and from client, Repairs and Invoicing and who pays for what. These relate to the “Job” orders which define internal processes for a returned item such as inspections or repair. These will be dealt with separately.
The next area defines what is to happen on certain circumstances. Is the product to be repaired or replaced? If there is an expense, which nominal codes are affected. Which location will be used for inspections and when credit notes should be generated.
Warranties.
Warranties are defined and time limits set as below.
Dates can be defined by days from sales order or invoice creation or delivery.
Warranties are then applied on the product card under inventory.
