Create sales returns (RMA) in Brahmin Solutions to receive stock back into inventory and process refund to customer. There are two ways to create a RMA.

Creating RMA from a Sales Order: RMAs can be created through Sales Orders (the sales order has to be fulfilled).

To begin, go to Sales > View Sales > toggle to All > search for SO and open the order. Click on Action button at the top right corner and click on Create Return, the system will pre-populate details for Customer, Type, Qty, UOM, Unit Price and etc.

Use Sales Return information / Details to track your returns.

Expected Date (Required) - which is the date the order will be completely received.

Confirm Date - Use this to track when the return order is finalized. The date will be set automatically once the order is confirmed, but you can backdate or enter a future date.

Fulfilled Date - Use this to track when the order is completely received. The date will be set automatically once the order is completely received, but you can backdate or enter a future date.

Return Reason (Required) - select return reason (return reasons can be configured in settings)

Return of Inventory? - Toggle to "Yes" if the returned items are going back into inventory.

When ready, save your purchase return by clicking save on the top corner.

When a RMA is finalized, confirm your order by clicking confirm on the top corner.

Confirming order will update the products Expected Qty.

Receive all the Qty on the return to fulfill the RMA from the Receiving tab.

Note: Fulfilling a RMA will affect the On Hand Qty and Expected Qty.

Tags allow you to easily filter and group sales returns.

Tags can be applied to sales return during any stage of the life cycle.

To add a tag, simply type in the tag name followed by a comma. If a tag exists, similar tags will show up in a dropdown as you type.

Action can help with order cancellation.

Print

To print, download and more, click Print.

Creating RMA Manually: RMAs can also be created manually.

To begin, go to Sales > New Sales / Return or in View Returns screen and click New.

Select Type and changed the type to Return.

First, choose a Customer.

If a customer doesn't exist, click on the + next to customer dropdown to add a new customer.

After a customer is selected, Ship From/To and all the info in Details tab will be preloaded from the customer.

Use Sales Return information / Details to track your returns.

Expected Date (Required) - which is the date the order will be completely received.

Confirm Date - Use this to track when the return order is finalized. The date will be set automatically once the order is confirmed, but you can backdate or enter a future date.

Fulfilled Date - Use this to track when the order is completely received. The date will be set automatically once the order is completely received, but you can backdate or enter a future date.

Return Reason (Required) - select return reason (return reasons can be configured in settings)

Return of Inventory? - Toggle to "Yes" if the returned items are going back into inventory.

Select any Tax associated with this purchase return from the dropdown.

If a Price List is associated with the customer, it will automatically be pre-populated when the customer is selected, but you can change the price list if needed.

Note: Price list and currency are linked together.

Search

Search by product, variant name or SKU code.

Select the UOM and enter qty to return.

When ready, save your purchase return by clicking save on the top corner.

When a RMA is finalized, confirm your order by clicking confirm on the top corner.

Confirming order will update the products Expected Qty.

Receive all the Qty on the return to fulfill the RMA from the Receiving tab.

Note: Fulfilling a RMA will affect the On Hand Qty and Expected Qty.

Tags allow you to easily filter and group sales returns.

Tags can be applied to sales return during any stage of the life cycle.

To add a tag, simply type in the tag name followed by a comma. If a tag exists, similar tags will show up in a dropdown as you type.

Action can help with order cancellation.

Print

To print, download and more, click Print.