| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 3262 |
| Technical Name |
s_helpdesk_refund |
| License | AGPL-3 |
| Website | https://skyerp.net |
| Versions | 13.0 14.0 15.0 16.0 |
Helpdesk Refund
Easily manage refunds directly from Helpdesk tickets using the Helpdesk Refund module.â
Features
Seamless Refund
Management
Process customer refunds directly from helpdesk tickets, streamlining refund operations
within your support workflow.
Configurable Team-Based Return Permissions
Enable or disable refund capabilities for specific helpdesk teams by configuring the Allow Refund option in the team settings.
Automatic Retrieval of Sales and Delivery
Orders
The system automatically pulls relevant sales orders and delivery orders based on the ticketâs customer contact information.
Refund Wizard for Easy
Processing
The Refund Wizard allows you to select the sale orders, customer invoices, and specific reasons for refund, with options to specify a journal and reversal date.
Multi-Invoice Refund Support
Select and refund multiple customer invoices simultaneously, provided they have not been fully refunded.
Automatic Credit Note Creation
The system automatically generates a credit note and links it to the helpdesk ticket for easy tracking and reference.
Configuration
1. Navigate to Configuration â Teams from the Helpdesk main menu.
2. In the Teams List View, select a team to configure.
3. In the Team Form View, enable the Allow Return option.
4. Save the settings to activate refund functionality for tickets handled by the selected team.
Usage
1. In the Helpdesk Dashboard, go to the tickets of the Localization team.
2. In the Kanban View of Helpdesk Tickets, select a ticket to process.
3. Ensure the Contact field is filled in to allow the system to locate the relevant Partner Sale Orders and Delivery Orders associated with the ticket. These sales orders will be available for selection in the Partner Sale Orders field.
5. To initiate a return, click on the Return button in the ticket form.
The system will open the Refund Wizard where you can complete the following fields:
⢠Sale Order: This is filtered by the Partner Sale Orders field. If specified, the Invoice to Refund field will be filtered accordingly.
⢠Invoice to Refund: Select the customer invoice(s) to refund. Multiple invoices can be selected, but only invoices that havenât been fully refunded are eligible.
⢠Reason: Provide the reason for issuing the refund.
⢠Use Specific Journal: If specified, the system will use this journal to create the credit note.
⢠Reversal Date: The date the customer invoice will be refunded.
5. After completing the required fields, click the Reverse button.
The system will create a Credit Note and automatically navigate to it.
To view the associated credit notes, click the Refunds button in the Helpdesk Ticket form.
Our other modules
Project Stage Access
Customize who can view and edit tasks at each stage of your project, enhancing security for workflow
Odoo Direct Print
Print any reports directly without download PDF
Odoo Website Pro
Optimize Odoo websites speed by add suport to png image format and Convert all existing image to png
Customer Payment
Follow-up
Follow-up customer's due manually
and automatically. Send email and/or letter at difference follow-up level.
Account Auto Transfer for Odoo CE
Automatically create Journal entry
to transfer account balance from one account to another based on defined
rules.
Multilevel Sales Team Operation
Organize sales force with Sales team hierarchy and access to team's documents.
Inventory
Insight Report
Print any reports directly without download PDF
Partner Access Control Advance
Control the access to Partner based on easy and customizable predefined rules
Product Access Control Advance
Control the access to
Products based on easy and customizable predefined rules
FREE 90 DAYS SUPPORT
SkyERP will provide free 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
For support, please email us at support@project.skyerp.net or skype: tuanace
Please log in to comment on this module