Cross Ship a Replacement Item

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A cross-shipped item is a replacement item immediately sent to the customer during the time period which the customer is expected to ship the original item back to the company. The two items cross paths while they are being shipped. Cross-shipped items are invoices at the customer's usual price. Credit memos for returned items are generated when the original invoice item is received.

 

To cross-ship a replacement item

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

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

  2. Click the Lines tab and enter the item being returned.

  3. At the Customer Action field, select Replacement.

  4. Select the CS check box and complete data entry for the item.

  5. Click Xpress Sales Order. The Sales Order Entry window appears and a new sales order is created using the information entered in the RMA Entry window. If you entered multiple items, one sales order is created for all items that have the CS check box selected. For more information, see Create an Xpress Sales Order.

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

  2. In the RMA Entry window, complete data entry for the RMA. Click Accept.