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

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RMA Report

Testimonials

Orchid RMA allowed our client to improve customer service, and reduce inventory handling costs.

ALLEN CHANES, MSI TECHNOLOGIES, NEW JERSEY, USA

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. Thank you for your product, I am a happy customer!

JODY ROBERTS, ACCOUNTING MANAGER, MAXILL INC, ST THOMAS, ON, CANADA

Customers are benefiting from more efficient internal processes and up-to-date status tracking, while we are able to automatically record restocking fees and handling charges to improve profitability. It's a win-win situation.

LADONNA PITT, CUSTOMER SERVICE MANAGER, US DIGITAL MEDIA, PHOENIX, AZ, USA

Minimum

Requirements

  • Features relate to the latest supported version (currently v2022).
  • Return Material Authorizations 2022 requires Sage 300 2022 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.

How to buy

Talk to your local Sage partner Send message

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 3000
Website: 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)