Step by step
- Open Warranty > Supplier RMA.
- Press Send Unit, or Send To Supplier on a claim in the Claim List. Choose the Supplier / Distributor, fill in Product and Serial / IMEI when there is no customer claim, set Sent On, Expected Back, the Problem and a Note, then press Save.
- Narrow the list with Supplier, Status (At Supplier, Received Back, Cancelled or Overdue), From Date and To Date (the date the unit was sent).
- Type an RMA number, serial, product, supplier or claim number in the search box to find one record. Expected shows in red when the unit is overdue, and Days counts the days since it was sent.
- When the unit comes back click Action > Receive Back. Set Received On and the Result: Repaired, Replaced, Rejected or Credit Note / Money Back. For Replaced type the New Unit Serial / IMEI. Enter the Cost the supplier charged, then press Save.
- Action also has Edit, View Customer Claim and Delete. Excel and Print export the list.
Good to know
- Supplier / Distributor and Sent On are required. Product is required when no customer claim is linked, and the new serial is required for Replaced.
- This page only tracks the unit. No purchase return, supplier ledger or account entry is made, and the Cost is only saved on the record.
- Sending a unit moves its customer claim to At Supplier. On Receive Back the claim goes to Ready For Delivery, or back to Checking when the supplier rejected it.
- Sent from a claim, the supplier is picked from the purchase of that serial when it is known.