Return Merchandise Authorization
With the Return Merchandise Authorization (RMA) functionality of MRPeasy, you can manage your customer returns, refunds, repairs and maintenance processes.
The customer might want a refund or a replacement; the product might need repair or maintenance; plus, the customer might even be invoiced in certain situations, for example, if the return is rejected.
- How to open and track RMAs.
- How do process a product return and refund?
- How to replace, repair or maintenance products and ship them back to the customer.
User Manual: Return Merchandise Authorization
Transcript:
In this demo, we’ll show how MRPeasy helps manage customer returns using the Return Merchandise Authorization, or RMA, functionality.
We’ll walk through the full process — from enabling RMA functionality to processing returns, creating service orders, preparing shipments, issuing invoices, and adding returned items to inventory.
First, enable RMA functionality in system settings. → Enterprise functions.
This adds the Customer Returns tab in the CRM section, and Inspections tab to Procurement section.
Users must have the appropriate access rights to manage RMA orders and inspections.
The RMA tab consists of two views: the Customer Returns page, which lists RMA orders, and Items, where you can see the list of returned items.
Let’s create a new RMA order and list the returned items from a customer.
Once the returned items are received, mark them as received in the system. This generates target stock lots and updates the RMA status.
Each returned item can be handled differently — this will define the RMA type. It can be chosen here or after detailed inspections.
Inspect the returned items and record your findings here. Add inspection results, attach notes or photos if needed, and then choose the appropriate RMA type. This will overwrite the previously defined type.
RMA orders progress through statuses automatically or manually, reflecting actions taken. The ones shown here are the main stages in the process.
For items needing repair, a service order records labor, materials, and the time required. Specify the necessary materials, assign workstations, and schedule the repair operations. MRPeasy automatically integrates this into your production schedule. Once the repairs are complete, mark the service order as finished. The RMA status will then automatically update to ‘Ready for shipment’.
The items that need to be shipped to the customer must first be added to the Outbound table. This table lists all products shipped from the RMA order, including replacements or items returned to the customer.
Next, the items need to be booked.
Prepare the shipment in the Shipments section. After the items are picked, the RMA status changes to Shipped.
You can issue invoices directly from the RMA order for refunds or billable services. Once invoicing is complete, the RMA status automatically changes to ‘Resolved.
If the returned items are reusable, add them back to inventory by changing the lot status from ‘RMA Returned’ to ‘Received.
The MRPeasy Return Merchandise Authorization functionality provides a comprehensive solution for managing customer returns, inspections, repairs, replacements, and refunds—all within a single system.
Thanks for watching!
Keywords: Return Merchandise Authorization, RMA, customer returns, processing returns, repair, replacement, refund