Returns opens the RMA workflow for authorizing customer returns and receiving returned inventory.
What Returns is for
Use Returns when customer-shipped inventory needs to be returned through an RMA.
The workflow has two major phases:
- Start the return by selecting an eligible invoice and authorizing return quantities.
- Complete the return by receiving returned quantities, optionally applying a restocking fee, and closing or keeping the RMA open.
Screen path
Dashboard > Shipping & Receiving > Returns
PAX opens Returns (RMA).
Tabs
| Tab | What it does |
|---|---|
Start a Return |
Finds eligible invoices and creates an authorized RMA. |
Open Returns |
Lists authorized RMAs so users can receive returned quantities, generate a return label, cancel the RMA, or complete it. |
RMA lifecycle
Most returns follow this flow:
- Select an eligible invoice from
Start a Return. - Enter return quantities for the invoice lines being returned.
- Create the RMA.
- When returned goods arrive, open the RMA from
Open Returns. - Enter quantities received.
- Complete the RMA, or keep it open if only some items arrived.
- Print the credit memo when the RMA is completed.
What happens behind the scenes
Creating an RMA authorizes the return. It records the invoice, customer, return reason, selected invoice lines, returned quantities, lot or inventory detail references, and optional shipping charge. It does not restore inventory or post return accounting yet.
Completing or partially receiving an RMA records received quantities. Return completion automation handles inventory restoration, revenue reversal, invoice credit behavior, customer credit handling, and GL posting based on the invoice and RMA details.
The Delete RMA action in the UI cancels an authorized RMA. PAX marks the RMA as Cancelled; it does not hard-delete completed return history.