Process a Drop-Ship Return

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A drop-ship return item is merchandise returned directly to the vendor by the customer.

Note Drop-ship returns do not affect inventory, therefore, restocking charges are not calculated for drop-ship items.  

 

To process a drop-ship return

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

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

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

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

  5. Complete data entry for the RMA and click Accept.

  6. Select Return Merchandise Authorization Main menu > Generate Transactions.

  7. Enter the RMA number for the drop-ship return. For more information, see Generate Transactions – Fields.

  8. Select other settings, as appropriate, to generate the documents. For more information, see Automatically Generate Documents for RMA Receipts. The type of document generated for the drop-ship return depends on the selections made in the RMA Entry, RMA Receipts Entry, and RMA Options windows, as described below.

  • If Credit is selected at the Customer Action field on the Return Merchandise Authorization Entry Lines tab or RMA Receipts Entry Lines tab, a credit memo is generated to credit the customer's account or credit card. Inventory is not affected by drop-ship items when the credit memo is posted during the Sales Journal update.

  • If Replacement is selected at the Customer Action field on the Return Merchandise Authorization Entry Lines tab or RMA Receipts Entry Lines tab, a sales order is generated.

  • If the Track Repair Items through Inventory check box is selected on the RMA Options Main tab and Repair is selected at the Customer Action field on the Return Merchandise Authorization Entry Lines tab or RMA Receipts Entry Lines tab, a sales order and a credit memo records the repair and the line item is flagged as a drop-ship item on the generated documents.

  • Purchase Order documents are not generated for drop-ship returns.