ConnectWise RMA Process – End-to-End Workflow Template
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monica@mozarukconsulting.com
The ConnectWise RMA Process is your quick reference for how to create, track, and close RMAs (Return Merchandise Authorizations) inside ConnectWise Manage.
Created by MOZARUK Consulting, this step-by-step visual walkthrough shows who’s responsible at each stage, how statuses drive updates, and how to make sure products move cleanly between shelves, tickets, and inventory.
Perfect For
✅ Warehouse & Procurement Teams
✅ Service Coordinators & Dispatchers
✅ Finance & Admin reviewing product movement
✅ Anyone setting up or cleaning up ConnectWise RMAs
RMA Overview
A full breakdown of the three key roles and stages in the RMA lifecycle.
Step-by-Step Creation
How to enter RMAs from both Projects and Service Tickets.
Status & Workflow Guide
Which statuses to use, and how they drive visibility.
Warehouse Updates
How to track products physically and digitally for clean job costing.
Reverse Logistics Options
Reverse Logistics Options
Size
590 KB
Length
17 pages
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