How to Create an RMA for a Customer?

Do you need to create an RMA for a customer?

To create an RMA for a customer you will need one of the following to search for the order: Customer Name, Email, Order Number, Order ID, or Order Name.

  1. Navigate to Originate Overview, found Here.   
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  1. Click on Create RMA.
  2. Click on the dropdown box and select how you will be searching for an order.
  3. Type the Order#, Email, Order Id, Customer, or Order Name into the search field and click on the correct corresponding name/ number.
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4. Select the correct order.

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5. Some search criteria will produce multiple orders. If you select an order and it is not the correct one, do NOT click the back arrow.  Scroll down to the bottom of the page and click previous.  It will lead you back to the orders list to search for the correct order.

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6. After you find the correct order, select the items that are being returned by checking the box located to the left.

7. Enter the following information: Refund Type, Quantity, Return Reason, and any comments. 

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8. Click Continue at the bottom of the page.

9. Select the appropriate shipping instruction. 

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10. Click Continue.

11. Review the RMA.  If the information is correct, click Submit. If something is incorrect, click Previous and make any needed changes and then Submit. Please note, if there are changes that need to be made to the refunded amount and/ or discounts this is done when you are processing the RMA. This can not be done while creating an RMA.