How to Cancel SOS Inventory

To cancel or return a product managed through SOS Inventory, follow these steps:

Initiating the Return Process

• Contact the SOS Inventory support team via email at [email protected] or call the designated contact number to inform them of your intention to return a product. This step is crucial for obtaining a Return of Merchandise Authorization (RMA) number.

Obtaining an RMA Number

• You will need to complete a form and await authorization from the company before sending the product back. An RMA number will be associated with the product for tracking purposes.

Preparing the Return

• Ensure the product is in its original packaging, if applicable. For damaged or defective products, this requirement may be waived, but it is essential for other returns.
• Clearly state the reason for the return, as this information may be required.

Shipping the Return

• If the return is due to a discrepancy or defect, the cost of return shipping may be covered by SOS. However, for other reasons such as changing your mind, the customer is typically responsible for the return shipping costs.
• It is recommended to use postal insurance to ensure the safe return of the items, as SOS takes no responsibility for items that do not reach them.

Processing the Return in SOS Inventory

• Once the return is authorized, you can generate a return from the original shipment transaction, shipment transaction, or associated sales order, invoice, sales receipt, or RMA within the SOS Inventory system.
  • To do this, locate the transaction in your shipment list and select “Create Return” from the “Actions” menu.
  • The Restock Value field of the generated return will show the item’s purchase cost as listed in the item definition. This value can be adjusted to account for damages or other issues.

Completing the Return

• After receiving the returned product, SOS Inventory will process the return and update the inventory quantities accordingly.
• If a credit memo is required, you can issue it to your customer through QuickBooks Online by checking the Credit Memo box on the return.

Refund or Credit

• Refunds or credits will be processed within the specified timeframe (usually within 7 working days) and will be credited back to the original account of payment.

By following these steps, you can ensure a smooth and efficient return process for products managed through SOS Inventory.