Collecting Returns (Creating Return Orders)

Van sales representatives typically check to see if customers have returned items. If so, a Return Merchandising Authorization (RMA) order must be generated. Complete the following procedure to collect returns (create return orders).

To collect returns

1. Navigate to the Call Items view.

   Tap Side Menu and then tap Calls Items to display the following:

   • Call details and activities in the main pane.

   • Summary call details in the side pane.

2. Navigate to the call that you want using the navigation arrows in the main pane.

   All activities for the call appear after the call details in the main pane.

3. Create a new record activity, of type Return Order or RMA Return, as follows:

   1. Tap New (the plus (+) icon) next to Activity in the main pane.

   2. Enter the information for the activity in the fields that appear, and then save the record.

      • In the Type field, select Return Order or RMA Return for example from the drop-down menu.

      • In the Description field, type in a description for the return order.

   3. Tap Start Activity.

      A new return order is created.

   4. Drill down on the Return Order link in the Type field to open the return order in the Returns view.

4. In the Returns view, enter the return order details by creating line items as follows:

   1. Tap New (the plus (+) icon) next to Return Order Line Items in the main pane.

   2. Enter the information for the new return order line item in the fields that appear, and then save the record.

      Line items are not limited to the authorized product distribution list. You can add any product that is available on your mobile device as a listed product, including discontinued products.

5. In the Returns view, tap Credit when you have finished adding return order line items.

   When you tap Credit, the following happens:

   • The value in the return order’s Status field changes to Billed.

   • A Credit Note is created for the return order account.

   • An invoice is created for the return order.

   • The Invoices view opens showing the invoice for the return order.

6. In the Invoices view, tap Deliver.

   When you tap Deliver, the following happens:

   • The value in the invoice’s Status field changes to Closed.

   • A Credit Memo is created for the return order account.

   • The inventory is updated.

7. End the (Return Order) activity as follows:

   • Go back to the Call Items view.

   • Navigate to the call, and then select the activity that you want to end.

   • Tap End Activity in the main pane.

     After you have collected all the returned products from a particular activity, then you can end the activity.