Website Sale Withdrawal Request
by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Odoo
$ 299.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • eCommerce (website_sale) • Website (website) |
| Lines of code | 940 |
| Technical Name |
website_sale_withdrawal_request |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
Website Sale Withdrawal Request
Complete compliant withdrawal workflow for Odoo 19 eCommerce - from customer submission to automatic credit note, fully automated
Key Features
- Public Website Form - Customers submit withdrawal requests at
/shop/withdrawal-requestwith no login required. - Automatic Sale Order Linking - The module auto-matches the submitted order reference and customer email to an existing sale order and partner.
- Structured Review Workflow - Requests move through Received-> In Review-> Accepted / Rejected with clear action buttons and status bar.
- Automatic Credit Note on Acceptance - When a request is accepted, a credit note (RINV) is automatically created and posted against every posted invoice on the linked sale order. Zero manual accounting steps.
- Email Notifications - Four configurable templates: customer confirmation on submit, internal staff alert, acceptance email, rejection email.
- Activity Creation - A To-Do activity is assigned to the configured reviewer immediately on request submission.
- Guided Rejection Wizard - Staff must enter a rejection reason before rejecting. The reason is stored and emailed to the customer automatically.
- Full Chatter Audit Trail - Every state change, email sent, and credit note created is logged in the chatter with timestamps.
- Multi-website & Multi-company - Requests are scoped to the website and company they were submitted from.
- Configurable Settings - Notification user, privacy policy URL, and email templates are all configurable under Sales > Configuration > Settings.
How It Works
- Step 1 - Customer submits a withdrawal request via the public website form. No account required.
- Step 2 - Request is created in the backend in Received state. The sale order and customer are auto-linked. An activity is assigned to the reviewer and both customer and staff receive email notifications.
- Step 3 - Reviewer clicks "Start Review" - request moves to In Review state. Accept and Reject buttons become visible.
- Step 4a - Accept: Request moves to Accepted. A credit note is automatically created and posted against all posted invoices on the linked sale order. The RINV reference is logged in the chatter. An acceptance email is sent to the customer.
- Step 4b - Reject: A wizard opens requiring the reviewer to enter a rejection reason. On confirmation the request moves to Rejected, the reason is saved, and a rejection email is sent to the customer.
Quick Setup in Odoo Settings
After installation, navigate to Sales-> Configuration-> Settings and scroll to the Customer Withdrawal Requests section:
- Set the Notification User - who receives the internal alert and the To-Do activity.
- Set the Privacy Policy URL - linked in the website form checkbox.
- Select the Confirmation Template - email sent to the customer on submission.
- Select the Internal Notification Template - email sent to your team.
Seamless Customer Website Form
The public withdrawal form is accessible at /shop/withdrawal-request. No customer account or login is required.
Empty form - ready for the customer
Customer fills in order details and withdrawal reason
Privacy policy accepted - Submit button becomes active
Confirmation page showing the unique request reference (WDR-YYYY-NNNNN)
Backend Request Management
All requests are accessible under Sales-> Customer Withdrawal Requests with color-coded status badges and full search/filter support.
Backend list - all withdrawal requests with status badges
New request in Received state - sale order auto-linked, "Start Review" button visible
Request in In Review state - Accept and Reject buttons now visible
Automatic Credit Note on Acceptance
Zero manual accounting steps.
When a staff member clicks Accept, Odoo automatically creates and posts a credit note (RINV) against every posted invoice on the linked sale order. The credit note reference is logged in the chatter immediately.
The posted customer invoice (INV) linked to the sale order - before acceptance
Request accepted - status moves to Accepted and credit note is created automatically
Chatter log: "Credit note(s) automatically created and posted: RINV/2026/XXXXX"
The credit note (RINV) document in Odoo Accounting - automatically created and posted, ready for reconciliation
Guided Rejection with Mandatory Reason
When a request cannot be accepted (e.g. withdrawal period expired), the reviewer clicks Reject. A wizard opens requiring a mandatory rejection reason before the request can be closed.
Request in In Review - Reject button visible
Rejection wizard opens - reviewer must enter a reason
Rejection reason filled - customer will be notified by email automatically
Request moves to Rejected - reason stored on the record, rejection email sent
Complete Audit Trail at a Glance
The backend list gives managers a real-time overview of every request - color-coded badges make status immediately visible: green for Accepted, red for Rejected, blue for Received, orange for In Review.
Use Cases
eCommerce Compliance
Fulfill the Consumers Rights Directive 14-day right of withdrawal with a structured, auditable process.
Returns Management
Replace manual email/spreadsheet return tracking with a fully integrated Odoo workflow visible across your sales team.
Automatic Accounting
Stop creating credit notes manually. Accept the request, and the RINV is posted in Odoo Accounting automatically.
Customer Communication
Four automated email notifications keep customers informed at every stage - no manual follow-up required.
Multi-website Shops
Running multiple Odoo websites? Each request is scoped to the website and company it was submitted from.
GDPR-Friendly
Privacy policy checkbox on the form with a configurable URL. Consent is captured before the request is submitted.
Need Custom Logic or Have Questions?
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • eCommerce (website_sale) • Website (website) |
| Lines of code | 940 |
| Technical Name |
website_sale_withdrawal_request |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
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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