| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1407 |
| Technical Name |
return_refund_management |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
With this app, you can manage customersâ Return Merchandise Authorization (RMA) requests from start to finish. From receiving the RMA request, reviewing and approving it, and automatically creating a credit note after receiving the returned item.
This app still keeps the return workflow from stock picking in Odoo. However, it helps you manage the entire process, from receiving the RMA request to processing the payment refund.
Create RMA from Invoice --> Manager review to approve or reject --> Receive Return Item --> Pay Credit Note
Configuration:
- Goto Sales --> Configuration --> Settings.
- Assign an RMA manager. This user will receive an email when an RMA request is created and will have the authority to approve or reject the RMA.
- Assign an RMA Accountant. This user will receive an email when the returned item has been received in the warehouse, so they can prepare the refund process for the customer.
- Assign a location where the returned item will be placed. If not specified, the default will be the Stock location.
Workflow
- For example, you have a sale order as follows:
- The order has been delivered and fully invoiced.
- Then the customer calls you, and for some reason, they want to return 2 items, providing the invoice number as a reference.
- Goto Invoice and click on "Create RMA" button to create a RMA request. A popup will be shown.
- After the RMA request is created, an email will be sent to the customer as follows.
- And another email will also be sent to the RMA manager.
- The manager can approve or reject the RMA request from the form view.
- If the manager approves, the following email will be sent to the customer.
- In the RMA form view, you can see the Sale Order, Invoice, and Stock Picking that have been delivered, as well as the total amount you will refund to the customer.
- When the customer brings the return items, the user can click the "Receive Return Items" button to receive the stock, or the "Reject" button if the items are no longer in good condition.
- If the user clicks the "Receive Return Items" button, Odoo will automatically create and validate the stock picking, and at the same time it will also create a credit note.
- When you go back to the Sale Order, you will see that the Delivered Quantity and Invoiced Quantity have both been reduced by 2.
- The return stock picking, credit note, and RMA request will also be linked to the Sale Order.
- After the credit note is paid, the RMA request will be moved to Closed.
- You can view the list of RMA requests by going to Sales --> Orders --> RMA Requests.
- Or by going to Accounting --> Customers --> RMA Requests.
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Email Support: huynh.giang.son.gs@gmail.com
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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