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Is there a way to do RMA's for items that must be shipped back to the business?

For businesses that ship large or expensive items to their customers, how do you set up Returned Material Authorizations (RMA’s) to allow the client to ship something back to you for credit?

If they ordered the wrong item, or maybe too much of the right item, and they need to send it back, what documents do you create to put that process in motion.

Or if the item you sent them was surplus to their needs?

I am sure someone here has done this. Please share your experience here. I know haw to do sales orders, delivery notes, and sales invoices.

Any help will be greatly appreciated by myself and the many others that read here.

~BKM

@bkm

From what I understand the system needs to do a reverse entry.

In case a Delivery Note has been made, you can go to it and make a Sales Return (DN > Create > Sales Return). There, the quantites will be shown in negative. You can edit the value to only mark the actual qty that has been returned.

If the item was deducted from the inventory through the invoice, then the Return has to be processed against the invoice.

Once you’re done with the inventory part, for creating a credit note, the same process goes with the Sales Invoice.

Does this cover what you’re looking for?

Yes, thank you.

While not a complete solution it will be enough for now.

BKM

This may not be the answer to the topic. It is just for reference and archive of RMA apps for future readers.

We made a separate web services for sales and RMA staff of a distributor company.

Just to note one of the case needed warranty claims (not part of ERPNext) to be made for items that are sold by company as well as sold by third party.
An item may not be sold by company, instead it may be sold by third party, being the nation-wide distributor the claims may come to the company.

Many more things in the app. The app is very specific to the user’s requirement.
It is FOSS if anyone needs to understand code and make it part of their NodeJS apps. Source