Understanding RMA Tickets Task Management System

In order to get a refund, replacement, or repair, you must first return the item to the business. In this step of return merchandise authorization, the business and the customer talk about the problem, and the business decides if the problem is real.

 

Settings

Navigate to Settings > Service

Under the Service Settings, Look for the RMA settings

Turn it ON 

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give RMA Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word RMA. Enable all the permissions related to RMA.

Click on Save.

 

Create an RMA-Ticket

Navigate to the Left Menu > Service > RMA 

A form will open

Before filling out the form, the RMA warranty of the device sold should be updated.

Click on the Plus button on the top right corner.

Select whether the device is in the Branch or the Vendor

Add the Location, RMA. By and name of the customer

Add Serial number, Problem and problem description

Fill in all the parameters. 

Click Save

Once created, an RMA number will be generated. 

 

Update Warranty

Navigate to the Left Menu > Service > RMA 

Under RMA section, Click on the Update Warranty

The serial number and warranty of the Product are set here.

Go to action to Add Warranty. All the devices can be seen here.

Click on the Plus button on the top right to add a new device 

Fill in all the mandatory fields. 

Click Save