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

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Step 2

 

Enter the Account # of the Customer that will receive the Return of Merchandise.

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Step 3

Example of a Customer with Account # 754

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Step 4

The Customer Info is shown, now you can select the items option.

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Step 5

Click the Search Icon to show a list of products with their corresponding Invoice #

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Step 6

Select the item you wish to return and make sure the Invoice # (INV#) is the correct one.

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Step 7

Enter the amount of items you are returning

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Step 8

The selected product and quantities will be shown, along with the total amount.

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Step 9

Select the product to confirm or make any additional changes, if necessary. Select Done when finished.

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Step 10

Tap the Misc Tab to select the Reason for the return.

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Step 11

Select Total when you are ready to finish the RMA.

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Step 12

You can add a signature or view Open Invoices from this customer. Finally, when ready, select Save then send when needed.

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