1. The Return Orders Screen: Managing Return Progress
The Return Orders tab, located next to the Shipped & Canceled tab on the Shipment Orders screen, is your central hub for viewing and managing active RMAs and direct SO-based returns.
The status of returns is displayed as either Pending, In Transit, Started, Completed, or Cancelled.
Manually Updating Statuses
You can manually update the status of one or more returns using the Change Status button on the Return Orders screen.
Permission Required: Your user role must have "Update" permission for Return Orders to use this feature.
Bulk Updates: You can select multiple returns to update at once, but they must all have the same current status.
Understanding the Return Status Lifecycle
Pending
What it means: An RMA has been created but has not yet been processed.
How it's set: This is the default status for all newly created RMAs. This status does not apply to direct returns initiated from a Shipment Order (SO).
Manual Actions: A
PendingRMA can be manually updated toIn TransitorCancelled.
In Transit
What it means: The return shipment is on its way back to the warehouse.
How it's set: An RMA can be manually updated from
PendingtoIn Transit.Manual Actions: An
In TransitRMA can be changed back toPending.
Started
What it means: The return has arrived at the warehouse and is being processed at the Return Station.
How it's set: This status is set automatically when the return process begins at the Return Station. It applies to both RMAs and direct SO returns.
Manual Actions: A
Startedreturn can be manually updated toCompleted.
Completed
What it means: All items in the return have been fully received and processed.
How it's set: The status automatically changes to
Completedwhen all expected items are processed at the Return Station. It can also be manually set from theStartedstatus.Manual Actions: This is a final status and cannot be changed.
Cancelled
What it means: The RMA has been cancelled and will no longer be processed.
How it's set: An RMA can be manually updated from
PendingtoCancelled. This status does not apply to direct SO returns.Manual Actions: This is a final status and cannot be changed. A cancelled RMA cannot be processed at the Return Station.
2. Reporting on Completed Returns
Once returns are processed, you can review them in detail using the following reports.
Receiving History Report
This report provides a comprehensive log of all inbound activities, including processed customer returns. It is the best place to see a detailed breakdown of what was received.
How to Use:
Navigate to the Receiving History report.
Use the Filter option and select a Receiving Type of Return.
Available Information: The report will display all return receiving operations, showing key details such as:
The linked RMA and original Shipment Order numbers.
Any notes or damage reasons recorded during processing.
Product images that were uploaded at the Return Station.
Returned Quantities
Returned Warehouse and Location informations.
Transaction History Report
For a high-level audit trail of inventory movements related to returns, use the Transaction History report.
How to Use:
Navigate to the Transaction History report.
Use the Filter option and select a Transaction Type of Return Receiving.
Available Information: This report focuses on the inventory movement itself, showing which products were added back into stock as a result of a return with the related shipment order information.