Creating RMA requests
To create an RMA request:
- Go to Service.
- Under Services, click RMA requests.
- In the RMA requests list, click Create.
- 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.
- 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.
- On the Contact information tab, specify a customer's contact information.
- On the Additional information tab, specify additional additional information about an RMA request.
- Click Post and close.