Inventory  management software with Return Merchandise AuthorizationInventory management software .

1 Introduction
1.1 What is Golden Inventory System?
1.2 How to begin?
1.3 System Requirements
1.4 Installation
2 Main Menu
2.1 New Database
2.2 Open Database
2.3 Backup
2.4 Restore
2.5 Page Setup
2.6 Forms Font
2.7 Main Form Options
2.8 Send
2.9 Report Wizard
2.10 Security
2.11 Import from Silver,Executive, Bronze
3 Company&Locations
3.1 Set up Your Company?
3.2 Company Address
3.3 Email address
3.4 Other settings
3.5 Locations
4 Vendors
4.1 Vendors List
4.2 New Vendor
5 Purchase Orders
5.1 Purchase Orders List
5.2 New Purchase Order
5.3 Edit Purchase Order
6 Receiving
6.1 Item Receipts List
6.2 New Item Receipt
6.3 Edit Item Receipt
7 Customers
7.1 Customers List
7.2 New Customer
8 Sale Orders, Estimates
8.1 Sale Orders List
8.2 New Sale Order
8.3 Edit Sale Order
8.4 Estimate
9 Invoices
9.1 Invoices List
9.2 New Invoice
9.3 Edit Invoice
10 Sales Receipts
10.1 New Sales Receipts
11 Point of Sale
11.1 Point of Sale Options
11.2 Point of Sale Panel
12 Work Orders
12.1 New Work Orders
13 Items
13.1 Items List
13.2 New Item
14 Transfer Order
14.1 New Transfer Order
15 Payments
15.1 Payments List
15.2 New Payment
15.3 Edit Payment
16 RMA tickets
16.1 RMA list
16.2 RMA ticket
17 Adjust inventory
17.1 Adjustment list
17.2 New Adjustment
18 Currencies
18.1 Currency list
18.2 New Currency
19 Overview
19.1 Inventory to Reorder
19.2 Bills to Pay
19.3 Unclosed Sales Orders
19.4 Unpaid Invoices
20 Export and import
20.1 CSV files
20.2 Excel files
20.3 QuickBooks
20.4 XML

RMA ticket

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Return Merchandise Authorization ticket

You can track all steps of the return process  in RMA (Return Merchandise Authorization) ticket. The date the return was issued, the invoice with returned products, the repair estimate was provided, the item receipt with returned to vendor items  and the item receipt with received from vendor new items.  RMA ticket stores all transactions  concerning the return  items from customer

You create  a new return ticket  when a customer calls about returning a product. Click on the button New at  the RMA ticket list form.

During this call, you have to collect all the purchase and customer information and then provide a RMA  number to the customer.  The customer should include the RMA number when they return  products. RMA ticket by default has status Issued.

RMA status:

Issued   a return ticket was created  but the product has not been received.

Received from Customer the product is received, you should change the status to “Received from Customer”, and add Return Invoice as RMA transaction. You have to use negative quantity in this Invoice.

In Repair the product is moved to the repair area, you can add a new Transfer to RMA transactions.

Returned to vendor the product is returned to vendor, you've  added a new Return Item Receipt with negative quantity of product in RMA transaction section.

Completed   the repair is completed or you've received the ready product from vendor , you should change the status from “In Repair” or "Returned to vendor" to “Completed” and create Transfer from repair aria or Item Receipt from vendor  with positive quantity of products.

Returned to customer the product is shipped back to the customer, you should change the status to “Returned to customer” and create  Invoice as RMA transaction with positive quantity of product.

Closed  -the RMA ticket is closed, you've finished all actions concerning this RMA ticket.


When you received product from customer you have to click on the button "New transaction"  and select option Returned from Customer. Program offers to create a new Invoice. for customer. You have use negative quantity for product in this invoice for correct account product on your warehouse

You will need to determine if the product is still under warranty.  If the product is under warranty you have to  set the Under Warranty checkbox. 

If the product is not under warranty, you can estimate to repair of the product and add New Transaction "Repair Estimate".

You can repair the fault product or return it to a vendor for changing. You can create a Transfer if you moved product to the repair area and Item Receipt with negative quantity of product if you moved item to vendor. Click on the button New Transaction and select transaction. When you received product from vendor  or repair area create a new usual Item Receipt or Transfer order. Set the RMA status Completed. You can ship ready product to customer. Click on the button New transaction and select option Returned to Customer program will offer to create usual invoice. All transactions from RMA ticket has Group= RMA# <RMA ticket number>. You will see all invoices and receipts from RMA at the Invoice list and Receiving list forms. You can add another transactions to the RMA ticket: Payments, Sales Orders, Estimates, Work Orders and Purchase Order.


Remove from ticket - use this button for removing transaction from RMA ticket. System does not delete this transaction from database. You will not see this transaction in RMA ticket but you will see it in the Invoice (or Receiving,Order) list form.


Delete transaction   -use this button for the complete deleting transaction from inventory database.


© 2007 Inventory management software with Return Merchandise Authorization