Warranties & Returns
(RMA)
Claims to credit notes — one trail.
Register Warranty Claims with serial numbers, process Sales Returns against original deliveries, and issue Credit Notes — without spreadsheets chasing your support team.
Serial: SN-UK-88421 · Pump assembly
Under Warranty
Every complaint
logged and owned.
When a customer reports a fault, open a Warranty Claim — link the Customer, Serial No, item, and issue description. Track status from Open through Work In Progress to Closed with resolution notes.
Structured issue intake No more lost emails — each claim has a number, date, and accountable owner.
Resolution audit trail Resolution date, resolver, and details when you close — ready for customer disputes.
Business Benefit: Support and sales see the same claim history — fewer “who said what?” calls after a breakdown.
Know instantly if it is
still under warranty.
Pick the Serial No on the claim — ERPNext fills Warranty/AMC Status and expiry dates from the serial record. Items carry a warranty period on the master; deliveries build the chain back to the customer.
Under Warranty vs Out of Warranty Decide repair policy before you promise a free fix — AMC contracts included.
Serial-linked history Trace which delivery note shipped the unit — essential for B2B equipment sellers.
Hover or tap the card
Business Benefit: Stop debating dates in inboxes — the system shows warranty status on the claim.
Serial No
SN-UK-88421
Industrial pump · Delivered DN-10482
Warranty status
Under Warranty
Expires 14 Aug 2027 · Item warranty 24 months
Logic says: returns start with what you shipped. Link RMA to the original Delivery Note so stock and finance stay aligned.
Pair Warranties & Returns with
Delivery & Sales Logistics
Return goods
against the original delivery.
Create a Delivery Note or Sales Invoice with Is Return and Return Against the original shipment. Negative quantities put stock back in the warehouse — partial returns stay visible on the parent document.
Business Benefit: Warehouse knows exactly which order line came back — no mystery “return stock” buckets.
Credit Note preview
Refund the customer
without breaking the books.
From the return flow, raise a Credit Note against the sales invoice — revenue and VAT adjust in step with the stock movement. Finance and operations share one source of truth.
Linked to original invoice Auditors see which credit belongs to which sale — not orphan adjustments.
Partial credits supported Credit only what was returned — ideal for mixed shipments and line-level disputes.
Business Benefit: Faster refunds for B2B buyers and cleaner month-end — returns do not sit in limbo between warehouse and accounts.
Close the loop with
Maintenance Visits.
Link a Maintenance Visit to the Warranty Claim for on-site repair. Record resolved by, resolution details, and closure date — support tickets become completed work, not open loops.
Business Benefit: Equipment sellers prove service delivery — fewer “we never fixed it” disputes and stronger renewal conversations.
Ship, support, return —
inside SolutionsInc.
Delivery, quality, inventory, and invoicing connect to warranty and returns — one ERP for post-sale operations.
