Using NolaPro > Admin > Setup - Orders
RMA Setup
Use this area to setup the actions, conditions for returned items, etc. for using RMA process for fulfillment orders.

  1. From the Main Menu, select Admin -> Setup Orders -> RMA Setup.

  2. Your screen should look similar to this:

There are four areas to be set up. You will need to have information entered into each one. To add a new one to any of the four areas, click on the Add button under the item. Or, highlight one of the drop-down items if you already have some entered, and click on the Edit button.




RMA Actions


  1. RMA Action Name: The name of this action. This is what you expect to happen for this item: Return for replacement, return for different product, return no replacement, etc.

  2. Will this action cause a new order to be generated: Check the box if the return requires sending something else out to the customer once it is received.

  3. Click the Back button to return to selections without saving changes.

  4. Click the Save button to save changes.

  5. If editing, you can click the Delete button to delete.




RMA Conditions


  1. RMA Condition Name: The name of this condition upon return. This is the condition of the returned product (damaged, good, etc.).

  2. Percent Restock Fee: The percent of the price to be deducted from any refund for restocking the product.

  3. Flat Restock Fee: The dollar amount to be deducted from any refund for restocking the product.

  4. Post to damaged when returned in this condition: Check this box if the item returned does NOT go back into inventory, but rather to damaged goods.

  5. Click the Back button to return to selections without saving changes.

  6. Click the Save button to save changes.

  7. If editing, you can click the Delete button to delete.




RMA Reasons


  1. RMA Reason Name: The name of the reason given for returning the product.

  2. Click the Back button to return to selections without saving changes.

  3. Click the Save button to save changes.

  4. If editing, you can click the Delete button to delete.




RMA Credit


  1. RMA Credit Description: The reason why a credit is being issued.

  2. Apply Tax Credits to Amounts: Should taxes be calculated on the credit being issued? If so, check the box.

  3. Post to What GL Account: Credits issues should post to what account for General Ledger.

  4. Click the Back button to return to selections without saving changes.

  5. Click the Save button to save changes.

  6. If editing, you can click the Delete button to delete.