NZ Solutions Apps for Odoo
nz_pos_refund_reason - Odoo 19
Streamline your Point of Sale refund process with configurable refund reasons. Create and manage refund reasons from the backend, require cashiers to select a reason during refunds, optionally allow custom reasons directly from the POS, display the selected reason on the backend order, and enjoy a clean, intuitive popup for fast and consistent refund handling.
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What does this module provide?
Enhance your Odoo Point of Sale refund workflow with configurable refund reasons. Manage predefined reasons from the backend, require cashiers to select a reason for every refund, optionally allow custom reason creation directly from the POS, display the selected reason on the backend order, and ensure a consistent and well-documented refund process with a clean and intuitive popup interface.
KEY HIGHLIGHTS
Backend Refund Reasons
Create and manage predefined refund reasons directly from the backend for consistent refund documentation.
Mandatory Reason Selection
Require cashiers to select a refund reason whenever they process a refund in the Point of Sale.
Flexible POS Configuration
Enable or disable the refund reason feature and control whether cashiers can create new reasons directly from the POS.
Backend Order Tracking
The selected refund reason is automatically saved and displayed on the backend POS order for easy auditing.
Clean & Intuitive Popup
Provide cashiers with a modern popup featuring predefined refund reasons and optional custom reason creation for a smooth refund workflow.
Odoo 19 Ready
Fully compatible with Odoo 19 Community and Enterprise editions.
1) Configure Refund Reasons
Manage refund reasons from the Point of Sale Configuration menu. Add, edit, or remove reasons to ensure consistent refund documentation across all POS sessions.
2) Add New Refund Reason
Easily add a new refund reason directly from the refund reasons list. Simply click New, enter the reason, and save it for immediate use in POS.
3) Manage Saved Refund Reasons
View, edit, or reorder your saved refund reasons. Drag and drop to prioritize the most common reasons for faster selection during refunds.
4) Enable Refund Reasons in POS Settings
Activate the refund reason feature by enabling Enable Refund Reason in the POS settings. Optionally, allow cashiers to add new reasons directly from the POS with Allow New Refund Reason from POS.
5) Select Refund Reason During Refund
When processing a refund, a popup appears prompting the cashier to select a reason from the predefined list. This ensures every refund is properly documented.
6) Add Custom Refund Reason from POS
If enabled in settings, cashiers can add a new refund reason directly from the POS refund screen. This allows for flexibility while maintaining control over refund documentation.
7) Enter Custom Refund Reason
Cashiers can enter a custom refund reason in the provided field. This reason will be saved and displayed in the backend order details for future reference.
8) Refund Reason in Backend Order
The selected refund reason is automatically saved and displayed in the backend POS order details, ensuring full transparency and auditability.
9) Restrict to Predefined Reasons Only
Disable Allow Custom Refund Reasons in POS settings to restrict cashiers to selecting only from the predefined refund reasons, ensuring consistency.
10) Predefined Reasons Only in Refund Screen
When custom reasons are disabled, the refund popup displays only the predefined reasons, simplifying the selection process for cashiers.
How do I define refund reasons?
Refund reasons can be defined and managed from the Point of Sale Configuration menu in the backend. Simply add, edit, or remove reasons as needed.
Is selecting a refund reason mandatory?
Yes. When the refund reason feature is enabled, cashiers must select a reason from the predefined list before processing a refund.
Can cashiers add new refund reasons from the POS?
This depends on the POS configuration. If Allow New Refund Reason from POS is enabled, cashiers can add new reasons directly from the refund screen.
Where is the refund reason displayed?
The selected refund reason is displayed on the backend POS order form, ensuring full transparency and auditability.
How do I enable or disable the refund reason feature?
You can enable or disable the feature by toggling the Enable Refund Reason option in the POS settings.
Which Odoo editions are supported?
Compatible with Odoo 19 Community and Enterprise editions on On-Premise, Odoo Online, and Odoo.sh.
Version 19.0.1.0.0
Initial Release- Define refund reasons from the backend for consistent documentation
- Require cashiers to select a refund reason when processing refunds in POS
- Enable or disable the refund reason feature via POS configuration
- Optionally allow cashiers to create new refund reasons directly from POS
- Display the selected refund reason on the backend POS order form
- Provide a clean popup interface with predefined reasons and optional custom reason creation
Our Services
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 284 |
| Technical Name |
nz_pos_refund_reason |
| License | LGPL-3 |
| Website | https://www.nezam.co |
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