| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 253 |
| Technical Name |
deltatech_sale_return_cause |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 16.0 17.0 18.0 19.0 |
Sale Return Cause
The Sale Order Return Cause module enhances Odoo’s sales management by providing a systematic way to track and analyze the reasons behind sales returns. It allows businesses to categorize returns, monitor return values, and generate insightful reports to identify and address common issues in the sales or fulfillment process.
Features
- Return Cause Tracking: Easily assign a predefined reason for each return directly on the Sale Order. Reasons include quality issues, shipping errors, client mistakes, and more.
- Automatic Return Amount Calculation: The module can automatically calculate the total returned value by summing up the posted credit notes related to the Sale Order invoices.
- Return Date Logging: Automatically records the date when a return cause is first assigned to an order.
- Daily Automated Updates: A scheduled action (cron) runs daily to re-verify and update return amounts for orders within the last year, ensuring data accuracy.
- Integrated Reporting:
- Sales Analysis Integration: Return causes are integrated into the standard Sales Analysis report.
- Pivot & Graph Views: Analyze return trends by cause, date, or other sales dimensions.
- Flexible Configuration: Choose between automatic calculation of return amounts or manual entry based on your business needs.
Table of contents
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Voicu Stefan
Maintainers
Current maintainer:
This module is part of the dhongu/deltatech project on GitHub.
You are welcome to contribute.
Sale Order Return Cause
The Sale Order Return Cause module provides a structured approach to managing and analyzing reasons for sales returns. By assigning specific causes and tracking return amounts, businesses can gain valuable insights into product quality, shipping accuracy, and customer satisfaction.
Configuration
- Go to Settings > Technical > Parameters > System Parameters.
- Search for the parameter deltatech_sale_return_cause.auto_calculate.
- Set the value to True to enable automatic calculation of return amounts, or False to update the Return Amount field manually.
- If enabled, the system will automatically sum all posted credit notes related to the Sale Order invoices.
Usage
Assigning a Return Cause
From version 18, the return cause system has been upgraded to allow users to create their own return causes.
- Open a Sale Order.
- In the order details, find the Return Cause field (Many2one).
- Select an existing cause or create a new one via Sales > Configuration > Return Causes.
- The Return Cause Date will be automatically set to the current date if it was previously empty.
Legacy Support
The old selection field has been renamed to Return Cause (Legacy) and is invisible by default. It is kept to preserve data statistics on old sales. If needed, it can be unhidden via inheritance or file configuration.
Monitoring Return Amounts
- The Return Amount field on the Sale Order will display the total value of returns.
- If auto-calculation is enabled, this field is read-only and updated whenever credit notes are processed or during the daily automated check.
- The automated process checks all orders from the last 365 days that have a return cause assigned.
Analysis and Reporting
- Navigate to Sales > Reporting > Sales.
- Use the Group By feature to organize data by Return Cause or Return Cause Date.
- Use the Pivot or Graph view to visualize trends and identify high-frequency return reasons.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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