Odoo RMA Management | Customer & Supplier Returns, Replacement & Refund
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 34.95
RMA Management | Customer & Supplier Return Management
RMA Management | Customer & Supplier Return Management simplifies the entire Return
Merchandise Authorization (RMA) process in Odoo by providing a centralized system to manage
customer returns, supplier returns, product replacements, refunds, and inventory movements.
The module helps businesses streamline return operations while maintaining complete
traceability from return request to final resolution.
Customers can submit return requests directly from the portal for eligible sales orders,
while internal users can efficiently manage approvals, rejections, replacements, refunds,
and supplier return workflows. The module automatically integrates with Sales, Purchase,
Inventory, Accounting, and the Customer Portal to ensure accurate stock movements, financial
adjustments, and transparent communication throughout the return process.
The solution supports configurable return reasons, product return types, restocking fees,
automatic stock pickings, credit note generation, supplier return management, detailed
reports, and complete RMA tracking, making it ideal for businesses that require an organized
and professional return management system.
RMA Management | Customer & Supplier Return Management
Product Overview
▶ Watch Module Demo
See how RMA Management | Customer & Supplier Return Management works
Features
Create and manage customer return requests with a streamlined RMA workflow.
Handle supplier product returns with complete tracking and documentation.
Allow customers to submit and track return requests directly from the portal.
Define custom return reasons to standardize return processing.
Generate customer refunds and credit notes directly from RMA records.
Apply configurable restocking fees to returned products when required.
Configuration
Support
FAQs
Configure RMA Manager Access
After installing the module, navigate to Settings > Users & Companies > Users and open the user to whom you want to grant RMA Manager access. Assign the appropriate manager access rights and save the changes. In this example, Mitchell Admin has been granted the RMA Manager role.
Configure Return Reasons
Once the RMA Manager access has been assigned, a new RMA menu will
appear in the main menu. Open the RMA module, where you will find
various menus for managing the return process.
To begin the configuration, navigate to Configuration > Reasons
and
click Reasons to create and manage the return reasons that will be
used when processing RMA requests.
Manage RMA Reasons
The RMA Reasons menu comes with several predefined return reasons, each configured with a corresponding Action and Service Charge. These default configurations can be modified to match your business requirements, or you can create additional reasons as needed.
Configure Restocking Fees
Navigate to Configuration > Restocking Fees to configure the restocking charges applied to returned products. You can define the fee using either a Percentage or a Fixed Amount, depending on your business requirements. Adjust the configuration as needed to match your return policy.
Configure RMA Product Types
Navigate to Configuration > RMA Product Types to manage the product types used during the RMA process. The module includes several predefined product types by default, as shown in the attached image. You can use these default types or modify them and create new ones to suit your business requirements.
Configure Email Templates
Navigate to Configuration > Email Templates to manage the email notifications sent during the RMA process. The module comes with predefined email templates for various RMA stages, including RMA Submitted, RMA Approved, RMA Rejected, and RMA Closed. You can customize these templates to match your business requirements and communication style.
RMA Configuration per Product
Under Inventory > Products > Products, select any product and you can now configure RMA settings for individual products directly within the Inventory tab. At the bottom of the tab, users can define the RMA Product Type, set the RMA Return Quantity Threshold, and select a Default RMA Reason for the current product. This feature enables businesses to establish product-specific return policies, ensuring greater control, automation, and consistency in the RMA process.
Create a Customer RMA
To create a new customer RMA, navigate to Customer RMA and click New.
First, select the relevant Sales Order (for example, S00034). Once
selected, the Customer and Applied Date are populated automatically.
Next, assign a Responsible Person and set the Priority if required.
Then, choose the product to be returned. Only the products available
on the selected sales order can be selected. Enter the Return
Quantity, select the appropriate Return Reason, and the
corresponding Action will be filled in automatically based on the
selected reason. The Unit Price is also populated automatically from
the sales order.
After verifying all the details, click Save and then Submit to
create the Customer
RMA record.
Approve the Customer RMA
Once the Customer RMA has been created, click Approve to process the
request. After approval, the RMA status changes to Approved.
Since the selected return reason is Replacement, only the Unit Price
is displayed in the order line, while the Refund Amount remains
empty because the request is not processed as a refund.
After approval, additional smart buttons become available in the
header, including Return Picking and Replacement, allowing you to
access the related inventory transfer and replacement records
directly.
You can also verify in the Chatter that the RMA Submitted and RMA
Approved email notifications have been sent successfully.
View Return Picking
After the Customer RMA is approved, two smart buttons are available in the header. Click the Return Picking smart button to view the inventory transfer created for the RMA. This opens the related stock picking record, where you can review all the return movement details associated with the Customer RMA, as shown in the attached image.
View Replacement Order
Click the Replacement smart button in the Customer RMA form to open the related Sales Order created for the replacement process. This displays the replacement sales order associated with the Customer RMA, allowing you to review and manage the replacement details, as shown in the attached image.
Process the Customer RMA
Once the replacement and return picking have been reviewed, click the Processing button in the header. The Customer RMA status will change to Processing, indicating that the return request is currently being processed, as shown in the attached image.
Close the Customer RMA
After completing the return process, click the Close button in the
header to finalize the Customer RMA. The RMA status changes to
Closed, indicating that the return request has been successfully
completed.
You can also verify in the Chatter that the RMA Closed email
notification has been sent successfully to the customer, as shown in
the attached image.
Apply a Reason to All RMA Lines
When creating a Customer RMA with multiple products, you can use the
Bulk Apply Reason to All RMA Lines option to simplify the process.
Select a return reason, such as Damaged or Defective Items, and the
selected reason will be automatically applied to all RMA lines.
Based on the applied reason, the corresponding Action and Amount are
also populated automatically for each RMA line, eliminating the need
to configure them individually and ensuring consistent return
processing.
View the Journal Entry
After the Customer RMA has been processed through the required stages (such as Submitted and Approved), the module automatically creates the corresponding Journal Entry. You can open the generated journal entry to review the accounting impact of the RMA. As shown in the attached image, the journal entry is linked to the Customer RMA, ensuring complete financial traceability.
Print RMA Reports
The module allows you to print RMA Reports in both bulk and
individual formats. From the Customer RMA list view, select multiple
RMA records and download their reports in a single action.
Alternatively, you can open any individual Customer RMA record and
print its report directly from the form view.
As shown in the attached image, the RMA reports are generated
successfully with all the relevant return details.
View the RMA Dashboard
Navigate to the RMA Dashboard to gain a comprehensive overview of all RMA records. The dashboard displays return requests grouped by their current status using multiple chart views, providing clear insights into the distribution of RMAs across different stages of the workflow, as shown in the attached image.
Access Customer Returns from the Portal
From the Customer Portal, you can see a new My Returns menu. This menu allows customers to access and manage their RMA requests directly from the portal, providing a convenient way to view return records and track their status.
View Your Return Requests
Click the My Returns menu to view all Customer RMA requests associated with the currently logged-in customer. Only the return records belonging to that customer are displayed, ensuring secure access and allowing users to easily track the status of their own return requests.
Customer Portal RMA Creation
Customers can easily create return requests directly from the customer portal. This self-service feature enables users to initiate RMAs online, track return status in real-time, and upload necessary documents, enhancing customer experience while reducing support workload.
View Customer RMA Details
Click on any RMA record in the My Returns list to open its detailed view. Here, customers can view all the information related to the selected RMA, including the return details, products, quantities, return reason, status, dates, and other relevant information, as shown in the attached image.
User Access Restrictions
When a user is assigned RMA User access instead of RMA Manager, the Configuration menu is not available. As shown in the attached image, users with standard access can perform their assigned RMA operations, while configuration options remain accessible only to users with RMA Manager rights.
Create a Supplier RMA
To create a Supplier RMA, navigate to Supplier RMA and click New. The
creation process is similar to the Customer RMA workflow. Select the
relevant purchase details, enter the required return information,
choose the appropriate return reason and action, and save the
record.
As shown in the attached image, the Supplier RMA is created
successfully with all the necessary details.
- We provide 30 days bug-free support related to our module.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
Yes, the module allows you to manage both customer RMAs and supplier return processes.
Yes, customers can submit return requests directly from the Odoo Customer Portal for eligible sales orders.
Yes, you can generate refunds and credit notes directly from the RMA process.
Yes, approved return requests can automatically generate the required stock return transfers.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • eCommerce (website_sale) • Discuss (mail) • Website (website) |
| Lines of code | 1973 |
| Technical Name |
rma_management |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
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