Create a return merchandise authorization

1. Open the Return Merchandise Authorization workspace.

2. Click Create .

3. In the Summary section, fill in all fields as necessary. Required fields are marked with a red asterisk.

   1. In the Title field, enter a name for the RMA.

   2. From the Product drop-down list, select the product you want to return. By default, this list is a list of all items from the Products workspace. Your site administrator may link other workspace items here, such as Items.

   3. (Optional) In the Serial Number field, enter the serial number of the product.

   4. (Optional) In the RMA Notes field, enter any additional information that may be relevant to the RMA.

      Note: The remaining sections are typically filled out as the RMA progresses through its workflow.

4. Click Save.

The RMA is created, assigned an item number based on the rules set for items created in this workspace, and added to the list of RMAs in the Return Merchandise Authorization workspace.