Easy Steps to Create an RMA From Your Sales Order

The video provides a step-by-step guide on how to create a Return Merchandise Authorization (RMA) from a sales order. Beginning with the order tab, the presenter demonstrates how to navigate to the products tab and select the desired item for the RMA. By utilizing the "More" dropdown and choosing "Enter RMA," the process seamlessly transitions to the RMA tag screen. This screen automatically populates with critical details from the sales order, simplifying the creation process. The presenter emphasizes the importance of updating any necessary information, such as status or custom fields, before finalizing the RMA creation. Ultimately, the tutorial offers a comprehensive overview of efficiently generating an RMA from a sales order. #Connectwise #procurement #connectwisepsa