When you need to return inventory to your vendors for replacements, credits, or refunds, we recommend following this process to manage return logistics:

Setting Up Vendor RMAs

First, create a "Vendor RMA" inventory status (see Adding and Removing Statuses).

Next, create a Process Batch to group the items you need to RMA with your vendor. You can use this Process Batch to track the progress of the return. (See Creating a Process Batch.

Use the Bulk Actions menu on the Process Batch to move all of the items into "Vendor RMA" status. Then add notes to the Process Batch (and the PO if you want them there) about the return negotiations you're working on with your vendor.

Receiving Replacements, Vendor Credits, or a Refund

If your vendor sends you replacement products, you can add them to the original PO or a new PO. We recommend transferring the Paid Price from your RMA'd products to the replacements. If the vendor has provided a credit or refund, ignore this step.

If you want to retain the history of the items you returned to your vendor, we recommend leaving them in "Vendor RMA" status and setting their Paid Price to $0 once you've resolved the RMA by adding replacement products, or confirming receipt of credits or refund.

Receiving Partial Credit or Refunds

If your vendor agrees to a credit or partial refund for items you're keeping, we recommend adjusting the Price Paid on your items to match the total cost after refund/credits from the vendor.

Once adjusted you can change the inventory status from "Vendor RMA" to whatever is the next clear step in your pipeline.