RMA codes
Elevate plan
RMA codes are categorisation tags you use on returns to keep your reporting consistent. There are four code taxonomies — one for the header, three for line items.
On this page
Section titled “On this page”- The four code types
- Operator-managed
- Default codes
- How they’re used
- See also
The four code types
Section titled “The four code types”| Code type | What it categorises | Where it lives on the RMA |
|---|---|---|
| RMA reasonRMA reasonThe supplier-level reason for a return — for example, "Defective batch" or "Wrong delivery." Set on the RMA header. Read more → | Overall reason for the return | Header |
| Line reasonLine reasonThe per-line reason for a return — for example, "Damaged in transit" or "Wrong colour." Read more → | Per-line reason | Line item |
| ConditionConditionThe condition of the returned units after inspection by the supplier — recorded per line on an RMA. Read more → | Condition of the units after inspection | Line item, post-inspection |
| DispositionDispositionWhat happens to the returned units — restock, scrap, repair. Recorded per line on an RMA after inspection. Read more → | What happens to the returned units (restock / scrap / repair) | Line item |
Operator-managed
Section titled “Operator-managed”Add / rename / remove codes at Settings → Return Orders → RMA codes. Renames don’t migrate historical RMAs — older RMAs keep the old code string.
Default codes
Section titled “Default codes”The app ships with sensible defaults so you can start using RMAs straight away: 11 RMA reasons, 10 line reasons, 6 conditions, and 8 dispositions. Customise to fit your business — for example, “Wrong colour” or “Damaged in transit” as common line reasons.
How they’re used
Section titled “How they’re used”- When you create an RMA, pick the header RMA reason.
- When you add a line, pick a line reason.
- Convention is to record Condition and Disposition once the goods have been inspected, but the fields are editable any time the line item is editable — they’re not locked to a specific status.
The four codes flow into your downstream reporting — group RMAs by reason, count failures by disposition, etc.
See also
Section titled “See also”