How to Create a New Wholesale RMA

This article will walk you through the steps to create a Wholesale Return Merchandise Authorization (RMA) in Flawless POS. 

You may refer to this video for a step-by-step guide on How to Create a New Wholesale RMA:

 https://www.youtube.com/watch?v=Ezeewi_ocHs 

Step 1: Access the Wholesale Account Module

1. Open the left navigation menu.

2. Click on the Wholesale Accounts menu option.
   
    

3. Select the desired Wholesale Account from the list.

For this example , we’ll use the account named Jov.

4. Click on the RMA tab.

5. Press the Create RMA button to begin the setup. 

Step 2: Set the Item Status

1. Choose whether the item has already been received or if a shipment needs to be created.
   Note: Configuring Shipments is covered in a separate article, so here we’ll assume the items have already been received.

2. Once you select the Item Status, you’ll see additional configuration options. For this example, leave these settings at their default values. Below are the descriptions for the different fields.

• Send to Quality Control? - Checkbox to indicate whether the order needs to be sent to Quality Control.
• Short Description - A brief description of the transaction or order (e.g., RMA details with date).
• Reference Number - A unique identifier, such as an invoice number, associated with the order.
• Contact - Name of the main contact person for this order.
• Classification - Dropdown to select or type a classification for the order.
• Date - The date associated with the transaction (e.g., today’s date or the date of entry).
• Contact Email - The email address of the primary contact person.
• Bill To - Address and contact information for billing, including name, address, and email.
• Ship To - Address and contact information for shipping, which may mirror the billing details.
• Shipment Date - The date when the order is scheduled for shipment.
• Ship Via - The shipping method selected for the order (e.g., UPS, FedEx).
• Tracking # - The tracking number for the shipment, if available.
• Notes - Additional notes or instructions related to the invoice or order.

3. Click Next in the top-right corner to proceed. 

Step 3: Select Items for Return

1. Select the items you want to return. Items can be added in three ways:

   • Scan the items using a barcode scanner.

   • Manually select items from the list.

   • Upload via spreadsheet by clicking the Select From Excel or CSV button.

2. Once you have selected the items for return, click Next to continue.
   
    
   
   
   

Step 4: Finalize Credit Details

1. In the final section, make any necessary edits to the credit details. This includes:

   • Adding a description for the return.

   • Selecting where to receive the returned items. 

     • By default, items will be returned to stock, but you can choose another house account if preferred.

2. Once you’re satisfied with these selections, click Complete & Create RMA to finalize the RMA. 

3. After Clicking the Button, You will redirected to the post-completion dialog window which allows you to choose the next step that you wish to take after creating an RMA.
   
   
   

4. We may view the newly Created RMA by heading over to the RMA Receives Tab located just beside the RMA tab. Clicking on the arrow beside the date expands the details of the RMA.
   
    

Troubleshooting

If you encounter any issues while trying to Create an RMA, please reach out to  Flawless POS customer support for technical assistance.