Understanding Return Merchandise Authorization ( RMA )

A return merchandise authorization, return authorization or return goods authorization is a part of the process of returning a product to receive a refund, replacement, or repair to which buyer and seller agree during the product’s warranty period. 

Enable RMA in Portal

To enable RMA (Return Merchandise Authorization) in the portal following the steps you provided:

Look for the left menu. Under it, locate the “Settings” option.

Within the settings menu, you should see a Service under it submenu labeled “Service Settings Preferences“. Click on it.

There should be a checkbox associated with enabling RMA.

Checkmark this box.

Update the changes.

Now you can view the RMA feature under service Menu.

Adding a RMA

Adding a RMA in AntMyERP is easy! You just need to put in their important info into one place. Here’s what you do.

You can add customer in two ways

Creating RMA from the Creation Page

Navigate to the Left Menu > Service > RMA.

Lands on the Listing page of RMA.

Click the + Icon button on the top right corner of the page.

Begin by adding a New RMA Ticket.

Enter all mandatory fields along with all the details of RMA Product.

After entering all the details, click Save.

Productivity Tool: You can add RMA from the Quick Add directly.

Note: Duplicate RMA entries for the same Product serial number still RMA ticket status is Open, are not permitted within AntMyERP to maintain data integrity.

Importing/Upload RMA Add Warranty

Navigate to Left Menu > Service > RMA.

Top Line RMA click arrow go to Add RMA.

You will lands in RMA Listing Page

On the Top Right Menu navigate to + Button to add RMA.

Here, find the listing page of RMA add warranty Product name with category.

Import for RMA warranty is the same as Import Opening Stock data.

Read Instructions and Click Download Sample File (CSV.) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your RMA Warranty data.

Now search Product name navigate to Click + button to View or Add RMA Warranty.

Click on Import RMA Warranty and select the file to be imported. 

Click on Save.

All your RMA Warranty are imported in your AntMyERP to transact.

Note: You can upload 500 numbers of RMA Warranty at a time in one CSV File.. Only CSV. file is supported

Exporting / Downloading RMA Warranty

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Filter from the LIVE Search / Filter.

You can see data which you want to download Now you have filtered data which need to be exported. 

Now go to the Top Right Menu navigate to Three Dot Icon > Download Option > Save

Here is the data of all RMA created in Portal download in Excel. 

All your Add RMA are Exported from your AntMyERP to CSV. file

Note : Export / download can be done only by the users who have the permission from admin.

Manage Column: Create your own Customer Listing View 

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Now go to the Top Right Menu navigate to Three Dot Icon > Manage Column

If you want to create your preferred column view and make it default , click on Own.

Check Mark which field you want to be visible when you open the RMA Listing Page.

You can define the placement of the column with Drag and Drop.

Click on Save.

Your default RMA Listing Column View is now available whenever you will go to this page. You can Edit the same by following the same above process.

Note : If you are the administrator, you can define custom column view of this page and even the user can make the changes as per their requirements

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

Settings and Preferences for RMA 

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Now go to the Top Right Menu navigate to Three Dot Icon > Settings.

Select the Settings you want to Enable.

Click on Updates.

View RMA Warranty

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Locate the RMA list with the help of Live Search and click on the View option from the Action dropdown menu. 

Alternatively you can Right Click on the customer whom you want to View.

If you want to make any changes to this customer, click on the Edit icon.

Editing RMA Warranty

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Locate the RMA list with the help of Live Search and click on the View option from the Action dropdown menu. 

Alternatively you can Right Click on the RMA whom you want to Edit.

Make the necessary changes to the customer details.

Save the updated information.

Deleting RMA Warranty

Note: Delete RMA Warranty is not possible in AntMyERP Portal.

Request Update Warranty

Navigate to Left Menu > Service > RMA.

You will land in the Add RMA Listing Page.

Locate the RMA list with the help of Live Search and click on the Request update warranty option from the Action dropdown menu. 

Alternatively you can Right Click on the RMA whom you want to edit.

Make the necessary changes to the RMA ticket details and click Save.

Productivity Tool: You can add RMA Update warranty from the Right Click directly from the RMA Listing Page

Note: Duplicate RMA Warranty entries are not permitted within AntMyERP to maintain data integrity.

Warranty Extension Approval

Navigate to Left Menu > Service > RMA.

You will land in Warranty Extension approval.

Warranty Request update displayed in Listing.

Locate the Warranty Request update list with the help of Live Search and click on the Request update warranty option from the Action dropdown menu. 

Edit and update warranty date with necessary information.

Click on Save and exit.