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RMA with Replace, Repair & Refund

by
Odoo

$ 147.46

v 17.0 Third Party 8
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Repairs (repair)
• Sales (sale_management)
• Invoicing (account)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 4562
Technical Name sync_helpdesk_rma
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 12.0 13.0 15.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Repairs (repair)
• Sales (sale_management)
• Invoicing (account)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 4562
Technical Name sync_helpdesk_rma
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 12.0 13.0 15.0 17.0

RMA with Replace, Repair & Refund

RMA stands for Return Merchandise Authorization with Replace, Repair & Refund is a powerful tool for managing the request process of replace, repair or refund within the workflow. With multiple workflow option the module can function from the sale order and also from ticket management system (repair service module).z is a powerful tool for managing the request process of replace, repair or refund within the workflow. With multiple workflow option the module can function from the sale order and also from ticket management system (repair service module).

Through the helpdesk ticket and RMA module, the goods can be replaced, repaired or money can be refunded, if the goods are wrongly delivered or the customer receives damaged/defective goods. It provides an overview of the sales order with the sales order line, wherein a particular line (product) can be selected for exchange, repair or refund process.

This module also helps to exchange, repair or do the refund process for the service industries (repair service) directly through ticket management system. For e.g. In a service centre if a product comes for repair, the system check for product warranty and if it is not in warranty a RMA repair invoice is generated. In addition this module also handles the warranty for the spare parts used in repairing job. If the repaired product comes in for rework wherein the spare part used are to be replaced, which can be handled easily.

The RMA solution efficiently manages various operational in Odoo such as creating return receipt, delivery order, credit note, adjusting stock levels etc.

This module is compatible with

Return reasons and Return type

Create predefined return reasons and set return type.

RMA Request Approval

The manager can approve or reject RMA request through Return Material Authorization Lines

Product Return, Replace or Repair

With appropriate action, the product can be returned, replaced or repaired

Automatic Inventory Management

Automatic inventory management on product return & replace

Automatic creation for Delivery order, Credit Note and Sales Order

Delivery order, credit note and sales order are created automatically based on the selected action (return, replace, repair)

Customer Portal Access

Customer can view Delivery order/Credit note/Sales order from the website

Easy Communication

Customer can chat directly through customer website login on a particular ticket with RMA responsible person

Print or E-mail RMA details

RMA details can be printed or they can be shared with customer through email

Configuration

RMA Return Type
To configure RMA return type, go to Sales/After-Sales Service/RMA Return Type.
User can create the predefined return type for product return with its suitable return action to be taken.


RMA Reaturn Reason
To configure RMA return reason, go to Sales/After-Sales Service/RMA Return Reasons.
For product return user can create the predefined return reason. It is important to set the maximum number of Return reason to avoid errors during RMA validations.

RMA from Ticket

To create new Ticket, go to Helpdesk/All Tickets/Tickets.
Fill-in all necessary information in ticket and request for new RMA.
Automatically creates new RMA request by clicking on "RMA" button and modify the details as required.

RMA details with Sales Order

Check all RMA details and select related sales order and generate its RMA lines by clicking on 'Generate Lines' button.

Fields Description

Subject: Write the subject line related to the ticket subject or product return.
Responsible: Mention the user who is authorised to handle the RMA.
Date & Priority: Set the creation date of RMA. Set its priority by selecting 1, 2 or 3 stars- Low, High or Urgent.
Ticket: Select ticket related to RMA.
Source & Destination Locations: Select source and destination locations for inventory management.
Return Lines : When user selects Sales Order, the product details are fetched automatically in RMA lines. Enter the return quantity against delivered quantity, select reason for return and select return type.
RMA Note: Mention special note or any other inputs which are related to the product return.
Customer Info : Define customer name, email, mobile and phone number.
RMA Lines

Click on "Add a Line" link for adding sales order lines for defactive products or the products to be replaced.
After selecting lines click on "Generate Lines" button for generating RMA lines.




After generating lines, add return quantity against delivered quantity in quantity field and select reason and return type for the returned product.

The RMA details can be shared to the customer on email, on his approval the RMA gets confirm.

Fields Description

Product: Product which are need to be replaced or repaired.
Serial No: Select product serial number to identify actual product.
Delivered Qty: Delivered quantity is fetched automatically from the sales order.
Return Qty: Add product quantity to be return.
Return Type: Select return type from action to be peformed.
Reason: Select valuable reason for return product.
RMA Incoming Shipment

After RMA confirmation, two buttons will be visible, "Generate Receipt" and "Reject".
The receipt can be generated by click on "Generate Receipt" button. Once the receipt is validated, the user can select associated action related to "RMA reason".
The incoming shipment is automatically generated for all RMA lines, the actions are performed and the products are received in our location.
The incoming shipment is automatically generated for all RMA lines, the actions are performed and the products are received in our location.

RMA Reject

On rejecting an RMA, rejection notes can be entered for future reference. The customer can view the rejected reason through his ticket from the website.

RMA Scenarios

The most common scenario of RMA. Replace, Repair & Credit (Refund).
1. Replace: To create (replacement) product sales order
2. Repair: To create repair order
3. Credit(Refund): To create credit note.

Replace Process

Click on "Create Replacement SO" for creating replacement order.
When the product is same, the system will generate a sales order for the same returned product with delivery order for the new replaced product.

Repair Process

For creating repair order click on "Create Repair Order" button. the system will generate repair order for the product to be repaired and delivery order will be made after the repair work is done.

Credit Process

For creating credit note, click on "Generate Credit Memo" button. The system will generate credit note with all the details for the returned product.

RMA Status

Check RMA status lines with reason.

RMA Details without Sales Order

Check RMA details fetched directly from helpdesk ticket. If required the details can be updated and create new RMA lines with product information.

RMA incoming shipment

On confirmed RMA, a receipt is generated through 'Generate Receipt' button. Once the receipt is validated, the incoming shipment is generated automatically for all RMA lines and it is linked with the ticket. After validating the incoming shipment, the products are received in the desired location.

Print RMA PDF - With Sales Order Scenario

Print RMA information in PDF format.

Print RMA PDF - Without Sales Order Scenario

Print RMA information in PDF format.

RMA Analysis Report

Go to Sales-> Reporting-> RMA.
Generate RMA report with in-depth analysis through the pivot and graph view.

Frequently Asked Questions

Till how much time do I get free support for this module from your company, once I purchase this app?

Our company will give free support for thirty days. One month free bug support period will be offered pertaining to any one server used, testing or live.

Is it possible for you to add on a few features in this module as per my company requirements?

Our company's dedicated team of experts will map your company's requirements, and will do customization accordingly. You can contact us using our company Email id: contact@synconics.com.

Will I be able to run this module on the Odoo Enterprise edition ?

Our module supports both Odoo Community editions as well as the Odoo Enterprise edition.

Suggested Products

Repair Service - Ticket Management

Repair Service - Customer Portal

Repair Service - SLA Management

Helpdesk - Ticket Timesheet

Helpdesk - Ticket Timesheet Invoice

Repair Service - Ticket Intake Form

Repair Service - Ticket Out-take Form

Repair Service - Dashboard

Repair Service - Live Chat Support

Repair Service - Contract Management

Repair Service - Contract Renewal

Repair Service - Paid Contract

Repair Service - Ticket From Lead

RMA Warranty

Repair Service - Refurbishing

Repair Service - Ticket Rework

Repair Service - Estimation

Repair Service - Appointments

Repair Service - Ticket Automation

Repair Service - Ticket Escalation

Repair Service - Sub Tickets

Repair Service - Ticket Merging

Repair Service - Ticket Number Sequence

Repair Service - Recurring Service Ticket

Repair Service - Customer Feedback

Repair Service - Forum/Knowledge Base

Repair Service - Website Slider(Videos, Presentations & Documents)

Repair Service - Contract SLA

Repair Service - Appointment Scheduling

Repair Service - Ticket Unassigning

Repair Service - Ticket SMS

Helpdesk - Website Timesheet View on Ticket Intake Form

Sales Commission

Repair Service - Warranty Management

Repair Service - Vendor Portal

Helpdesk - Ticket Timesheet Merging

Questions? Get in touch!
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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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