Return Material Authorizations (RMA)
For Sage 300
Accurately track returns and repairs from within Sage 300.
What is RMA?
Orchid RMA focuses on robust, repeatable, fully integrated return and repair processes by accurately tracking returns and repairs in your Sage 300 database. Increase your item tracking, maximize cost recovery, identify product quality issues before they arrive, keep your inventory/financial records up to date, and maintain fully informed customers.
Why use RMA?
Orchid RMA provides accurate and synchronized return data for your Sage 300 database. Utilize our RMA templates to save your time and efforts with better tracking and reporting for all of your returns or repairs. Enjoy the feeling of being fully informed of your progress from a single source of truth.
Key Features
Configurable RMA Workflows
- Authorize customer returns
- Initiate replacement orders
- Issue credit notes
- Return faulty goods to the vendor
- Completing each return/repair gets updated in Sage 300 for synchronization
Operational Features
- Automatic allocation and tracking of RMA ID numbers
- Simple efficient tracking and billing of repairs
- The ability to email a range of RMA instructions to customers
- Status tracking based on user defined status and workflow stage codes
Customized Template Setup
- Templates, either system-wide or at customer level, speed up data entry and validation
- Email templates save time and provide consistent customer service
- Define an RMA Customer email address (different from AR Customer or contact email)
- Define policies to enforce return rules at item level
- Specify employees authorized to approve RMAs (they need not be Sage 300 users)
- Multi-currency support
- Automatic calculation of Restocking Fees
- An ‘Entered By’ field is recorded on all RMA transactions
Document Creation and Checking
- Auto-create an RMA from the original customer invoice
- Include multiple customer invoices on one RMA
- Creation of OE Customer Credit Note, and return to inventory
- Creation of OE Sales Order, to replace returned goods
- PO Inventory return to Vendor
- Creation of Shipping documentation
- Return Instruction Form, detailing return procedures for the customer
- Checks for duplicate Credit Note & duplicate Customer RMA
Tracking and Analysis
- Track claims for cost recovery (e.g. inventory damaged in transit by a 3rd party shipping company)
- Fault type, Vendor warranty, and 3rd Party Repair Agent tracking
- Reports and queries to view status of returns
- Optional Fields at Header, Item or Miscellaneous Charge level for configurable tracking
- Distributors can record the consumer of the product being returned for analysis purposes
Integrated Sage 300 Module
- Integrates with IC, AR, OE, PO
- Integrates with Project & Job Costing
- Integrates with Serialized Inventory & Lot Tracking
- Integrates with Optional Fields
- Supports Customer, Vendor and Item Number change
- Supports Multiple Contacts for AR
- Supports Sage 300 Kitting and BOM functionality