Creating RMA requests


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To create an RMA request:

  1. Go to Service.
  2. Under Services, click RMA requests.
  3. In the RMA requests list, click Create.
  4. Specify general details:
    • Specify Customer that an RMA request is received from.
    • Specify Date when an RMA request was received.
    • Specify Company responsible for processing an RMA request.
      The Company field is available if the Manage multiple companies checkbox is selected in Settings > Company.
    • Set Lifecycle status of an RMA request to Created.
    • Fill in other details as necessary.
  5. On the Main tab, specify the main details of an RMA request:
    • Fill in Problem description to indicate the details of a customer’s complaint about a product.
    • Fill in Expected date to indicate the estimated date of the RMA request fulfillment.
    • Fill in other details as necessary.
  6. On the Contact information tab, specify a customer's contact information.
  7. On the Additional information tab, specify additional additional information about an RMA request.
  8. Click Post and close.

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