Exceeding customer expectations is key to building brand value. How you react when your products fail that test is just as important.
Return Material Authorizations
Accurately track returns & repairs from within Sage 300
“Orchid RMA works wonderfully and saves us a ton of time and effort. It has streamlined, secured and enhanced our processes while allowing for way better tracking and reporting.”
JODY ROBERTS, ACCOUNTING MANAGER, MAXILL INC, CANADA
Robust, repeatable, fully-integrated return & repair processes
- Reduced stock write-offs thanks to better item tracking
- Maximize cost recovery by correctly charging for repairs
- Inventory and financial records are kept up to date and synchronized
- Identify product quality issues early, allowing you to take corrective action
- Customers can be kept fully informed of progress and status from a single source of truth
- All data held within Sage 300 - no more standalone databases, spreadsheets, or handwritten notes
Return Material Authorizations (RMA) Features
A workflow-based framework to support your Return & Repair processing
Configurable RMA Workflows
- Authorize customer returns
- Initiate replacement orders
- Issue credit notes
- Return faulty goods to the vendor
Upon completion of each return or repair, cross-referenced entries are generated in Sage 300 PO, OE, and IC to keep records synchronized.
Key Operational Features
- Automatic allocation and tracking of RMA ID numbers
- Simple, efficient tracking and billing of repairs
- The ability to email a range of RMA instructions to customers
- Status tracking, based on user-definable status and workflow stage codes
Customized, Template-based Setup
- Templates, either system-wide or at customer level, speed up data entry and validation
- Email templates save time and provide consistent customer service
- Define an RMA Customer email address (different from AR Customer or contact email)
- Define policies to enforce return rules at item level
- Specify employees authorized to approve RMAs (they need not be Sage 300 users)
- Multi-currency support
- Automatic calculation of Restocking Fees
- An ‘Entered By’ field is recorded on all RMA transactions
Document Creation & Checking Options
- Auto-create an RMA from the original customer invoice
- Include multiple customer invoices on one RMA
- Creation of OE Customer Credit Note, and return to inventory
- Creation of OE Sales Order, to replace returned goods
- PO Inventory return to Vendor
- Creation of Shipping documentation
- Return Instruction Form, detailing return procedures for the customer
- Checks for duplicate Credit Note & duplicate Customer RMA
Tracking & Analysis
- Track claims for cost recovery (e.g. inventory damaged in transit by a 3rd party shipping company)
- Fault type, Vendor warranty, and 3rd Party Repair Agent tracking
- Reports and queries to view status of returns
- Optional Fields at Header, Item or Miscellaneous Charge level for configurable tracking
- Distributors can record the consumer of the product being returned for analysis purposes
An integrated Sage 300 Module
RMA is developed in the Sage 300 SDK, providing the familiar look & feel plus standard security, customization capabilities, data integrity checking and more.
RMA stores all data in the Sage 300 database, and integrates seamlessly with these core modules:
- IC, AR, OE, PO
- Project & Job Costing
- Serialized Inventory & Lot Tracking
- Optional Fields
RMA also supports:
- Customer, Vendor and Item Number change
- Multiple Contacts for AR
- Sage 300 Kitting and BOM functionality
Product Screenshots
Testimonials
Minimum
Requirements
- Features relate to the latest supported version.
- Return Material Authorizations requires Sage 300 System Manager, Inventory Control, Order Entry, and Accounts Receivable.
In addition:
- Vendor Returns functionality requires Sage 300 Purchase Order.
- Sage 300 Project & Job Costing module is needed for tracking returns against a project.
International Contacts
Please contact us directly if your business is in the UK, Europe or other regions not listed here.
North/South/Central America and the Caribbean
Robert Lavery
Phone: (416) 453-7876
Email: Robert.lavery@sympatico.ca
Address:
Robert Lavery & Associates
14 Woodway Trail
Toronto, Ontario CANADA M8Y 2B8
Asia Region
A-Plus Software Limited (ID#82011633)
Phone: + 852-2366 8392
Email: info@a-plussoft.com
Website: www.a-plussoft.com/en/orchid.php
Address:
5/F Goldsland Building
22 Minden Avenue, Tsim Sha Tsui,
Kowloon Hong Kong
Australia and New Zealand Region
Sage Software Australia - Business Management Solutions (ERP & CRM)
Phone: 137 243 (13 SAGE)
Website: https://www.sage.com/au
Level 11, Zenith Tower B,
821 Pacific Hwy,
Chatswood NSW 2067
Africa Region
Sage South Africa (Pty) Ltd
Phone: +27 11 304 3000Website: https://www.sage.com/za
6th Floor, Gateway West
22 Magwa Crescent
Waterfall 5-lr, Midrand, 2066
Middle East Region
Sage Middle East
Phone: +971 43900180
Website: https://www.sage.com/en-ae/support/contact-us
Office No. 118 Building No.11
Dubai Internet City (DIC)
Dubai, PO Box 500198
United Arab Emirates (UAE)