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Processing customer returns using SugarCRM

Processing customer returns using SugarCRM. Goods Arriving. When goods arrive back on an RMA log into Sugar with the details provided Click on the “cases” tab Find the RMA you require and click on the relevant “subject title” Click on Edit on top left hand corner. Editing.

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Processing customer returns using SugarCRM

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  1. Processing customer returns using SugarCRM

  2. Goods Arriving • When goods arrive back on an RMA log into Sugar with the details provided • Click on the “cases” tab • Find the RMA you require and click on the relevant “subject title” • Click on Edit on top left hand corner

  3. Editing • You can amend all the case details from here • When goods arrive fill in the “date received” field with today’s date • When you have finished click on “save” in the top left hand corner

  4. Mail Merge • Click on the “cases” tab again • Tick the return you are using • Click on “mail merge” • Choose “selected records” • Make sure you have “cases” as the “selected module” • Select “GRN” from the templates • Make sure you have the latest revision

  5. Click on Next which is right over on the right hand side • Check the info selected • Click on “begin merge” • When using Internet Explorer you may get a popup regarding ActiveX • Click on “yes”

  6. Final Section • Wait for a few moments for the “mail merge” to complete • Word should open with a new GRN with details filled in • Print the GRN to any printer • Hand write any other notes you wish to add

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