Create an Xpress Sales Order

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Use the Xpress Sales Order feature to create a new sales order in Sales Order Entry. The Xpress Sales Order feature is available after a line item has been entered on the Return Merchandise Authorization Entry Lines tab.

You can use Xpress Sales Order to create sales orders for new items or for cross-shipped items. A cross ship is a situation where the business ships replacement items immediately to the customer instead of waiting for the arrival of the returned goods. The replacement item being sent to the customer and the item being returned cross paths while they are being shipped.

For more information, see Xpress Sales Orders and Cross Ship a Replacement Item.

 

Use one of the following methods to create an Xpress Sales Order:

 

To create an Xpress Sales Order for new items

  1. Select Return Merchandise Authorization Main menu > RMA Entry.

  2. On the Header and Address tabs, enter RMA information. For more information, see RMA Entry - Fields.

  3. Click the Lines tab and select the invoice number or item/kit item codes being returned. Click OK.

  4. Click Xpress Sales Order. The Sales Order Entry appears and a new sales order is created using the information entered in RMA Entry for line items that have the CS check box selected.

  5. In Sales Order Entry, complete data entry for the sales order and click Accept. For more information, see Sales Order Entry - Fields.

  6. You are returned to RMA Entry.

 

To create an Xpress Sales Order for cross-shipped items (replacement items only)

  1. Select Return Merchandise Authorization Main tab > RMA Entry.

  2. On the Header and Address tabs, enter RMA information. For more information, see RMA Entry - Fields.

  3. Click the Lines tab and select the invoice number or item/kit item codes being returned.

  4. At the Customer Action field, select Replacement.

  5. Select the CS check box and complete data entry for the current line. Click OK.

  6. Enter all remaining line items for the RMA.

  7. Click Xpress Sales Order. The Sales Order Entry window appears and a new sales order is created for all replacement RMAs that have the CS check box selected.

Note  The sales order is created using the information entered in RMA Entry.

  1. In Sales Order Entry, complete data entry for the sales order and click Accept. For more information, see Sales Order Entry - Fields.

  2. You are returned to RMA Entry.