Oasis CRM

Log into the application using the Employee Login & Password you have been provided. If you have lost your password, select the “Lost your Password” link at the bottom.

Select the Quotations & Sales-Orders option.

Search for the order by number, customer PO or by sales rep. You can also go to the customer’s account screen by doing a search for the customer under Customer-Management/ Search Accounts & Contacts. From the client’s account page you can find all orders and the select the one with the return associated to it.

Use either the Model # or Description of the part being searched.

In the qty. field, enter a negative qty of the product being returned. For example, if three units are being returned, then enter in -3 to this field and select Commit Line Chages (or press enter or Alt+C).

This RMA number will then be assigned to this order.

From here, enter in the number of units that have been returned and select Commit Line Changes

Upon tracking information being received by the client, enter in the Inbound Tracking Number, Ship Method and any associated COD Shipping Cost. Click on the “Finalize This Package & Continue” button. Note; if the product is a serialized unit, make sure to indicate would serial number is being returned as seen above.

Select the Save Changes button. This is activate InfoLink (Oasis CRM’s connection to QuickBooks) to issue a credit memo to the customer account. Accounting can then issue a refund or credit to account following the guidelines set forth internally.