Skip to content

Operations

Goal

Find after-sales and back-office operations tools: return authorizations (RMA), service cases, expense claims, and the fixed-asset register.

Who it is for

Operations clerks, service desks, finance/AP for expense claims, and asset custodians. Each area is an optional module — it appears only when enabled for the tenant.

What lives here

AreaModuleTypical work
Returns / RMAreturnsAuthorize customer returns, inspect, restock or close
Service casesservice_casesWarranty / repair / replacement on sold serials
Expense claimsexpense_claimsDraft → approve (GL) → reimburse via bank
Fixed assetsfixed_assetsRegister assets, depreciate, dispose

Open the screens

Sidebar Operations, then the section for Returns, Expenses, or Assets.

BlueMatrix Help — product documentation for tenants