RMAs
Requires.
- Enhanced Inventory enabled, and
- Inventory Management / Assignments permission anywhere.
A Return Merchandise Authorization (RMA) is the paperwork for sending equipment back to a vendor — typically because it's defective, was shipped in error, or is being returned for credit under warranty. Each RMA references a vendor, a return reason, and one or more line items.
If you just want to write equipment off and not return it, use Spillage instead. You can also generate RMAs automatically from a locked spillage report — see Converting a spillage to RMAs.
What the page shows
A filterable, sortable list of every RMA in the company. Each row is one RMA.
Filtering
The Filter button opens a side flyout. Available filters:
| Field | What it does |
|---|---|
| Sort By | Choose the order — by ID (default), created date, etc. Always shown first. |
| Per Page | 10, 25, or 50 rows. Always shown second. |
| Vendor | Narrow to a single vendor. |
| Status | Open (default) or Closed. |
| Recipient | The recipient the equipment was previously assigned to. |
| Date from / Date to | Created-date window. |
The filter button shows a red dot when any filter (other than Sort or Per Page) is set, and a Clear action resets everything to defaults.
States and the typical lifecycle
- Open — created with at least one line item, vendor selected, return reason set. You can still add or remove line items.
- The vendor sends a return authorization number, you mark items as shipped to the vendor.
- Closed — the vendor confirms receipt (or issues credit / a replacement). The RMA goes read-only.
Stock impact
Whether closing an RMA reduces on-hand counts depends on your company's inventory settings, similar to spillage. Check with an admin if you need to know how RMAs interact with stock counts at your company.
Related
- Spillage — same paperwork shape, but for items being written off rather than returned to a vendor.
- Dashboard — the Open RMAs count card.
- Inventory Ledger — where RMA transactions land.