1. Pull up the original sales order.
  2. Find the item you need to create a case for.
  3. Scroll over to the right and click Create Case. If a support case already exists then go to RELATED RECORDS > SUPPPORT CASES > NEW CASE.

In the new support case

  1. set ASSIGNED TO to yourself
  2. Fill out all feilds under CASE INFORMATION then click save.

In the new sales order

  1. Put the customer's company name in the CUSTOMER field.
  2. Copy the SIDEMARK from the original sales order.
  3. Copy the case number into the PO # field
  4. Set the INTERNAL PRODUCTION PLANNING DATE for the next business day
  5. Copy the case number into the SALES NOTES field and add " - 100% RMA - Ready to book".
  6. Put "100% RMA" at the top of the FINANCE NOTES and LOGISTICS NOTES fields.
  7. Check the FLAG AS RMA box.
  8. Change SUBSIDARY to "Shade Innovations" for shade orders.
  9. Copy the case number into the CASE INFORMATION field.
  10. Verify the shipping address, and add the customer's phone number.
  11. Set the TRACKING EMAIL to [email protected]
  12. Adding items to the new order
    • Add the item.
    • Link the work order from the original sales order.
    • If the item is a motor for a shade include the size, type, roll direction, and motor side.
    • For each item, add an item called "100% RMA Discount", then check the price at the top and save.
  13. Go back to the case, click edit and set status to closed.
  14. Copy the new sales order number into the REPLACEMENT SO # field, then click save.