| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 3443 |
| Technical Name |
s_helpdesk_return |
| License | AGPL-3 |
| Website | https://skyerp.net |
| Versions | 13.0 14.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 3443 |
| Technical Name |
s_helpdesk_return |
| License | AGPL-3 |
| Website | https://skyerp.net |
| Versions | 13.0 14.0 15.0 16.0 |
Helpdesk Return
The Helpdesk Return module enables seamless integration
between your helpdesk and return management processes. This module allows you to handle product returns
directly from helpdesk tickets, ensuring efficient and streamlined customer service.
Features
Direct Return Management from
Helpdesk Tickets
Handle product returns seamlessly from within helpdesk tickets, ensuring a streamlined support and return workflow.
Configurable Team-Based Return Permissions
Enable or disable return management for specific
teams by configuring the Allow Return option in the team settings.
Automatic Association with Partner Sales and
Delivery Orders
The system automatically retrieves related sales and
delivery orders based on the contact information provided in the helpdesk ticket.
Reverse Transfer
Wizard
The intuitive wizard displays products and quantities eligible for return, simplifying the
return process.
Filtered Sales and Delivery Orders
Easily filter and select relevant sales and delivery
orders within the helpdesk ticket for precise return management.
Automated Return Creation and Tracking
The system generates return pickings automatically
and provides a smart button in the ticket form for easy tracking of reverse transfers.
Configuration
Navigate to Configuration â Teams.
2. In the Teams List View, select the team you want to configure.
3. In the Team Form View, enable the Allow Return option.
4. Save the settings to activate return management for 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. In the Ticket Form View, ensure the Contact field is filled. The system will use this information to find the associated Sales Orders and Delivery Orders for the return process.
4. The Partner Sale Orders field will display the relevant sales orders from which you can select the items to return.
5. To initiate a return, click on the Return button in the
ticket form.
6. The system will open the Reverse Transfer Wizard where you can:
- View the products and quantities from the delivery order eligible for return.
- Filter the Sale Order field, which displays the orders linked to the partner.
- Use the Delivery to Return field to select the delivery order to be returned.
7. After selecting the delivery order, click Return to create the return.
8. The system will generate a return picking and automatically navigate to it.
9. You can view the associated return transfer by clicking on the Return 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