Create RMA

Create an RMA when a return is approved and the operation needs a controlled record for inbound handling.

Required information

Original order reference
Customer and return reason
Items and quantities being returned
Expected return method or label details

RMA creation steps

Confirm the return policy allows the request
Create the RMA with the correct order linkage
Add reason codes and notes
Send instructions if the customer needs them

Before finalizing

Check whether replacement or refund is expected
Flag any item that needs special inspection
Confirm the receiving station knows how to identify the return

Return Workflow Return Station