A returned merchandise authorization (RMA) form is a request from a customer
to return goods to a business. Your customers can request an RMA from you, or
you can request an RMA for your vendors.
One policy is for a customer to call a customer service representative or
sales representative in your organization. That person fills out an RMA request
form and informs the customer of your return policy. For example, you may set a
limit on the number of days they have to return the goods or may give them the
name of an authorized shipping carrier.
To fill out the RMA form:
Go to the Mfg & Whsle menu, pick the Inventory Activities submenu, then pick Customer Return Materials Authorization Form.
Provide information about the customer and the goods being received on the
top of the form.
Determine the RMA number to use and enter it on this form. You can use an
outside system to determine this number, or you can review existing RMA forms
in QuickBooks to determine the next available RMA number.
In the Good Until field, enter the date by which the customer must return
the goods in order to receive a
In the Return received on field, enter the date the goods were received at your
In the Return received by field, enter the name of the person who received the
Use the section at the bottom of the form to create a credit for the user (if