# Create a new RMA

1\. Click "Add new return"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/591364a3-43bd-48fc-9127-9434ee034654/ascreenshot.jpeg?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=139,123)

2\. Search for a Sales Order

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/9acf7048-2f91-4712-9dc0-af53e5e1e12f/ascreenshot.jpeg?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=279,128)

Tip: This can also be done directly from the Sales Oder Detail screen

3\. Click "Create return"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/f46a0329-d55f-490e-9dd5-9d0a348bd177/ascreenshot.jpeg?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=75,194)

4\. Select the items to return

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/a022eff3-c3e1-4498-a44e-bcaea6e55004/ascreenshot.jpeg?tl_px=544,0&br_px=1920,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1029,247)

5\. Optionally select reasons and requested actions, as well as adding notes

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/cc1b9290-3074-4cb3-a2e3-ea90128576d4/ascreenshot.jpeg?tl_px=133,0&br_px=1509,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,257)

6\. Click "Create return"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/8b1fcb68-6fb6-4048-b12f-9dc9305d5b20/ascreenshot.jpeg?tl_px=544,307&br_px=1920,1076&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1012,276)

7\. Your RMA is now created  
  
To authorise the Customer's request, click Authorise. This will generate an email.  
  
Alternatively, decline the customer. They will be informed by email.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/51794a50-032b-47e6-a53d-3163e34b6e65/ascreenshot.jpeg?tl_px=544,0&br_px=1920,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=878,176)

8\. To mark the items are received, mark the line appropriately.  
  
If you are a furniture retailer, you may need to return the goods to a Location terms 'Customer House'.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/5ead0d91-d0be-4f35-84e4-734122e1a03a/ascreenshot.jpeg?tl_px=544,33&br_px=1920,802&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=625,277)

Tip: You can also cancel individual lines by using the 'Cancel' column.

9\. Click "Update items" to save your changes

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/71764f6f-8ce8-41aa-8540-3a4f5ab395cd/ascreenshot.jpeg?tl_px=544,139&br_px=1920,908&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=992,277)

10\. To choose a Location to which the items will be received, click here.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/70672e0a-7d48-466b-80a2-f6049ec00c0f/ascreenshot.jpeg?tl_px=544,26&br_px=1920,795&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=834,277)

11\. You may optionally create a Supplier Return when receiving these goods.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/ae305382-66d4-4cce-976d-bebc8d8687f2/ascreenshot.jpeg?tl_px=544,84&br_px=1920,853&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=910,277)

12\. Use this control to add a restocking fee; this will be deducted from the refund value.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/d864499a-3861-413c-b42b-24371e83fb4c/ascreenshot.jpeg?tl_px=544,224&br_px=1920,993&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=927,276)

13\. If required, click "Process Refund"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/61e3e876-2ca5-4182-9a98-c5b90bf0d372/ascreenshot.jpeg?tl_px=544,310&br_px=1920,1080&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=983,305)

14\. This will open the Sales Order Detail screen, which which you can process a refund as normal.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-19/ebf8d61a-e099-4c75-858d-b8757c4411bc/ascreenshot.jpeg?tl_px=385,0&br_px=1762,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,131)