Returns Material Authorization

The Returns Material Authorization (RMA) Module can be used as a stand-alone product or as a tightly integrated feature in a full WinMan installation. The RMA module makes managing your help desk or returns process easier by tracking calls, producing management information, and building problem/solution histories.

With the RMA Module you can easily track customer requests and efficiently manage your entire workload—from handling calls to requesting customer shipments.

New calls or previous call history can be retrieved by reference to customer names, addresses, sales invoice numbers, and sales order numbers. When integrated with WinMan, the RMA Module allows searches through the open and historic sales orders and shipment files for possible matches. The RMA Module also has the flexibility to record calls on items where no sales or shipping history is available (for those who sell through a third-party distributor).

The user records or selects the customer information, product information and fault details. The user can then:

• Assign a return authorization number for the returning of goods
• Authorize the re-shipment of an item
• Authorize the credit of a previous invoice
• Set up a re-work order for repair requests

Goods may be received into WinMan using the RMA number, customer name, or product name. The item can be entered directly into stock or any other location specified by the user. Items being returned for repair can automatically be added to a rework manufacturing order.