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Answer

Best Way to Handle Returns Without RMA?

  • September 29, 2025
  • 1 reply
  • 37 views

brosenfeld
Freshman I

We have low-cost products and don't use the formal RMA process, but we still need to handle returns efficiently.

We need the below

  • Add returned items back to inventory at specific locations
  • Link to customer when known (sometimes customer is unknown)
  • Keep it simple and lightweight

Looking for a simple solution that gives us basic tracking

Best answer by yhartman

Have you looked at the CM order type? With CM you can skip the receipt step of the return and go from order (return) entry straight to credit memo stage. Inventory will come back into the location set on the CM document.

1 reply

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  • Jr Varsity I
  • Answer
  • September 30, 2025

Have you looked at the CM order type? With CM you can skip the receipt step of the return and go from order (return) entry straight to credit memo stage. Inventory will come back into the location set on the CM document.