Edit an Open Work Order - RMA Return to Vendor

To add services or parts to an open work order in progress, you can access the work order from the customer's record or from Work Orders > Search Work Orders. To access from the customer's record, bring the customer up in Point of Sale. Click the ...

Updated Apr 20, 2026 1159 views
Register Returns RMA

To add services or parts to an open work order in progress, you can access the work order from the customer's record or from Work Orders > Search Work Orders.

To access from the customer's record, bring the customer up in Point of Sale.

Click the work order number from the popup.

Or, click the Work Order icon under the customer profile to view a list of the customer's open work orders:



Make the desired changes then click Update to save your changes.

RMA


If you need to update the work order to Return to the Vendor it was received from for warranty work or repair, you will click on the Truck Icon and add the required information from the pop up. The expected date is required, after clicking save, the serial number will now be disposed of in your bound book. 



When the serial number is sent back to you, you will click on the Truck Icon again and change the RMA Status to closed. This will automatically reacquire the serial number into your bound book from the Vendor that it was sent to. 



You can now mark this Work Order as complete and sell the work order, this will dispose of the serial number back to the person who is picking it up. 

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