An RMA is created when you need to Return Merchandise to one of your customers. To create an RMA follow the steps below:
Step 1
Go to OIS iMobile and select RMA from the Main Menu
Step 2
Enter the Account # of the Customer that will receive the Return of Merchandise.
Step 3
Example of a Customer with Account # 754
Step 4
The Customer Info is shown, now you can select the items option.
Step 5
Click the Search Icon to show a list of products with their corresponding Invoice #
Step 6
Select the item you wish to return and make sure the Invoice # (INV#) is the correct one.
Step 7
Enter the amount of items you are returning
Step 8
The selected product and quantities will be shown, along with the total amount.
Step 9
Select the product to confirm or make any additional changes, if necessary. Select Done when finished.
Step 10
Tap the Misc Tab to select the Reason for the return.
Step 11
Select Total when you are ready to finish the RMA.
Step 12
You can add a signature or view Open Invoices from this customer. Finally, when ready, select Save then send when needed.
