mirror of
https://github.com/OCA/rma.git
synced 2025-02-16 17:11:47 +02:00
[IMP] rma: pre-commit auto fixes
This commit is contained in:
Antoni Marroig Campomar
committed by
Víctor Martínez
Víctor Martínez
parent
5e49679e30
commit
3e40788c55
150
rma/README.rst
150
rma/README.rst
@@ -17,25 +17,25 @@ Return Merchandise Authorization Management
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/rma/tree/16.0/rma
|
||||
:target: https://github.com/OCA/rma/tree/17.0/rma
|
||||
:alt: OCA/rma
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/rma-16-0/rma-16-0-rma
|
||||
:target: https://translation.odoo-community.org/projects/rma-17-0/rma-17-0-rma
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=16.0
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=17.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module allows you to manage `Return Merchandise Authorization (RMA)
|
||||
<https://en.wikipedia.org/wiki/Return_merchandise_authorization>`_.
|
||||
This module allows you to manage `Return Merchandise Authorization
|
||||
(RMA) <https://en.wikipedia.org/wiki/Return_merchandise_authorization>`__.
|
||||
RMA documents can be created from scratch, from a delivery order or from
|
||||
an incoming email. Product receptions and returning delivery operations
|
||||
of the RMA module are fully integrated with the Receipts and Deliveries
|
||||
Operations of Odoo inventory core module. It also allows you to generate
|
||||
refunds in the same way as Odoo generates it.
|
||||
Besides, you have full integration of the RMA documents in the customer portal.
|
||||
refunds in the same way as Odoo generates it. Besides, you have full
|
||||
integration of the RMA documents in the customer portal.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
@@ -47,23 +47,24 @@ Configuration
|
||||
|
||||
If you want RMAs to be created from incoming emails, you need to:
|
||||
|
||||
#. Go to *Settings > General Settings*.
|
||||
#. Check 'External Email Servers' checkbox under *Discuss* section.
|
||||
#. Set an 'alias domain' and an incoming server.
|
||||
#. Go to *RMA > Configuration > RMA Team* and select a team or create a new
|
||||
one.
|
||||
#. Go to 'Email' tab and set an 'Email Alias'.
|
||||
1. Go to *Settings > General Settings*.
|
||||
2. Check 'External Email Servers' checkbox under *Discuss* section.
|
||||
3. Set an 'alias domain' and an incoming server.
|
||||
4. Go to *RMA > Configuration > RMA Team* and select a team or create a
|
||||
new one.
|
||||
5. Go to 'Email' tab and set an 'Email Alias'.
|
||||
|
||||
If you want to manually finish RMAs, you need to:
|
||||
|
||||
#. Go to *Settings > Inventory*.
|
||||
#. Set *Finish RMAs manually* checkbox on.
|
||||
1. Go to *Settings > Inventory*.
|
||||
2. Set *Finish RMAs manually* checkbox on.
|
||||
|
||||
By default, returns to customer are grouped by shipping address, warehouse and company.
|
||||
If you want to avoid this grouping you can:
|
||||
By default, returns to customer are grouped by shipping address,
|
||||
warehouse and company. If you want to avoid this grouping you can:
|
||||
|
||||
#. Go to *Settings > Inventory*.
|
||||
#. Set *Group RMA returns by customer address and warehouse* checkbox off.
|
||||
1. Go to *Settings > Inventory*.
|
||||
2. Set *Group RMA returns by customer address and warehouse* checkbox
|
||||
off.
|
||||
|
||||
The users will still be able to group those pickings from the wizard.
|
||||
|
||||
@@ -72,68 +73,73 @@ Usage
|
||||
|
||||
To use this module, you need to:
|
||||
|
||||
#. Go to *RMA > Orders* and create a new RMA.
|
||||
#. Select a partner, an invoice address, select a product
|
||||
(or select a picking and a move instead), write a quantity, fill the rest
|
||||
of the form and click on 'confirm' button in the status bar.
|
||||
#. You will see an smart button labeled 'Receipt'. Click on that button to see
|
||||
the reception operation form.
|
||||
#. If everything is right, validate the operation and go back to the RMA to
|
||||
see it in a 'received' state.
|
||||
#. Now you are able to generate a refund, generate a delivery order to return
|
||||
to the customer the same product or another product as a replacement, split
|
||||
the RMA by extracting a part of the remaining quantity to another RMA,
|
||||
preview the RMA in the website. All of these operations can be done by
|
||||
clicking on the buttons in the status bar.
|
||||
1. Go to *RMA > Orders* and create a new RMA.
|
||||
2. Select a partner, an invoice address, select a product (or select a
|
||||
picking and a move instead), write a quantity, fill the rest of the
|
||||
form and click on 'confirm' button in the status bar.
|
||||
3. You will see an smart button labeled 'Receipt'. Click on that button
|
||||
to see the reception operation form.
|
||||
4. If everything is right, validate the operation and go back to the RMA
|
||||
to see it in a 'received' state.
|
||||
5. Now you are able to generate a refund, generate a delivery order to
|
||||
return to the customer the same product or another product as a
|
||||
replacement, split the RMA by extracting a part of the remaining
|
||||
quantity to another RMA, preview the RMA in the website. All of these
|
||||
operations can be done by clicking on the buttons in the status bar.
|
||||
|
||||
* If you click on 'Refund' button, a refund will be created, and it will be
|
||||
accessible via the smart button labeled Refund. The RMA will be set
|
||||
automatically to 'Refunded' state when the refund is validated.
|
||||
* If you click on 'Replace' or 'Return to customer' button instead,
|
||||
a popup wizard will guide you to create a Delivery order to the client
|
||||
and this order will be accessible via the smart button labeled Delivery.
|
||||
The RMA will be set automatically to 'Replaced' or 'Returned' state when
|
||||
the RMA quantity is equal or lower than the quantity in done delivery
|
||||
orders linked to it.
|
||||
#. You can also finish the RMA without further ado. To do so click on the *Finish*
|
||||
button. A wizard will ask you for the reason from a selection of preconfigured ones.
|
||||
Be sure to configure them in advance on *RMA > Configuration > Finalization Reasons*.
|
||||
Once the RMA is finished, it will be set to that state and the reason will be
|
||||
- If you click on 'Refund' button, a refund will be created, and it
|
||||
will be accessible via the smart button labeled Refund. The RMA
|
||||
will be set automatically to 'Refunded' state when the refund is
|
||||
validated.
|
||||
- If you click on 'Replace' or 'Return to customer' button instead,
|
||||
a popup wizard will guide you to create a Delivery order to the
|
||||
client and this order will be accessible via the smart button
|
||||
labeled Delivery. The RMA will be set automatically to 'Replaced'
|
||||
or 'Returned' state when the RMA quantity is equal or lower than
|
||||
the quantity in done delivery orders linked to it.
|
||||
|
||||
6. You can also finish the RMA without further ado. To do so click on
|
||||
the *Finish* button. A wizard will ask you for the reason from a
|
||||
selection of preconfigured ones. Be sure to configure them in advance
|
||||
on *RMA > Configuration > Finalization Reasons*. Once the RMA is
|
||||
finished, it will be set to that state and the reason will be
|
||||
registered.
|
||||
|
||||
An RMA can also be created from a return of a delivery order:
|
||||
|
||||
#. Select a delivery order and click on 'Return' button to create a return.
|
||||
#. Check "Create RMAs" checkbox in the returning wizard, select the RMA
|
||||
1. Select a delivery order and click on 'Return' button to create a
|
||||
return.
|
||||
2. Check "Create RMAs" checkbox in the returning wizard, select the RMA
|
||||
stock location and click on 'Return' button.
|
||||
#. An RMA will be created for each product returned in the previous step.
|
||||
Every RMA will be in confirmed state and they will
|
||||
be linked to the returning operation generated previously.
|
||||
3. An RMA will be created for each product returned in the previous
|
||||
step. Every RMA will be in confirmed state and they will be linked to
|
||||
the returning operation generated previously.
|
||||
|
||||
There are Optional RMA Teams that can be used for:
|
||||
|
||||
- Organize RMAs in sections.
|
||||
- Subscribe users to notifications.
|
||||
- Create RMAs from incoming mail to special aliases (See configuration
|
||||
section).
|
||||
- Create RMAs from incoming mail to special aliases (See
|
||||
configuration section).
|
||||
|
||||
To create an RMA Team (RMA Responsible user level required):
|
||||
|
||||
#. Go to *RMA > Configuration > RMA Teams*
|
||||
#. Create a new team and assign a name, a responsible and members.
|
||||
#. Subscribe users to notifications, that can be of these subtypes:
|
||||
1. Go to *RMA > Configuration > RMA Teams*
|
||||
2. Create a new team and assign a name, a responsible and members.
|
||||
3. Subscribe users to notifications, that can be of these subtypes:
|
||||
|
||||
- RMA draft. When a new RMA is created.
|
||||
- Notes, Debates, Activities. As in standard Odoo.
|
||||
#. In the list view, use the cross handle to sort RMA Teams. The top team
|
||||
will be the default one if no team is set.
|
||||
|
||||
4. In the list view, use the cross handle to sort RMA Teams. The top
|
||||
team will be the default one if no team is set.
|
||||
|
||||
Known issues / Roadmap
|
||||
======================
|
||||
|
||||
* As soon as the picking is selected, the user should select the move,
|
||||
but perhaps stock.move _rec_name could be improved to better show what
|
||||
the product of that move is.
|
||||
- As soon as the picking is selected, the user should select the move,
|
||||
but perhaps stock.move \_rec_name could be improved to better show
|
||||
what the product of that move is.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
@@ -141,7 +147,7 @@ Bug Tracker
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/rma/issues>`_.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
|
||||
Do not contact contributors directly about support or help with technical issues.
|
||||
|
||||
@@ -149,25 +155,25 @@ Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
-------
|
||||
|
||||
* Tecnativa
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
------------
|
||||
|
||||
* `Tecnativa <https://www.tecnativa.com>`_:
|
||||
- `Tecnativa <https://www.tecnativa.com>`__:
|
||||
|
||||
* Ernesto Tejeda
|
||||
* Pedro M. Baeza
|
||||
* David Vidal
|
||||
* Víctor Martínez
|
||||
- Ernesto Tejeda
|
||||
- Pedro M. Baeza
|
||||
- David Vidal
|
||||
- Víctor Martínez
|
||||
|
||||
* Chafique Delli <chafique.delli@akretion.com>
|
||||
* Giovanni Serra - Ooops <giovanni@ooops404.com>
|
||||
- Chafique Delli <chafique.delli@akretion.com>
|
||||
- Giovanni Serra - Ooops <giovanni@ooops404.com>
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
-----------
|
||||
|
||||
This module is maintained by the OCA.
|
||||
|
||||
@@ -190,6 +196,6 @@ Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-pedrobaeza| |maintainer-chienandalu|
|
||||
|
||||
This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/16.0/rma>`_ project on GitHub.
|
||||
This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/17.0/rma>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
||||
@@ -7,7 +7,8 @@ from odoo.exceptions import AccessError, MissingError
|
||||
from odoo.http import request
|
||||
from odoo.tools import consteq
|
||||
|
||||
from odoo.addons.portal.controllers.portal import CustomerPortal, pager as portal_pager
|
||||
from odoo.addons.portal.controllers.portal import CustomerPortal
|
||||
from odoo.addons.portal.controllers.portal import pager as portal_pager
|
||||
|
||||
|
||||
class PortalRma(CustomerPortal):
|
||||
|
||||
@@ -555,7 +555,7 @@ class Rma(models.Model):
|
||||
|
||||
def _compute_access_url(self):
|
||||
for record in self:
|
||||
record.access_url = "/my/rmas/{}".format(record.id)
|
||||
record.access_url = f"/my/rmas/{record.id}"
|
||||
|
||||
# Constrains methods (@api.constrains)
|
||||
@api.constrains(
|
||||
@@ -1017,7 +1017,7 @@ class Rma(models.Model):
|
||||
).create_returns()
|
||||
picking_id = picking_action["res_id"]
|
||||
picking = self.env["stock.picking"].browse(picking_id)
|
||||
picking.origin = "{} ({})".format(self.name, picking.origin)
|
||||
picking.origin = f"{self.name} ({picking.origin})"
|
||||
move = picking.move_ids
|
||||
move.priority = self.priority
|
||||
return move
|
||||
@@ -1052,7 +1052,9 @@ class Rma(models.Model):
|
||||
or self.product_id.with_context(
|
||||
lang=self.partner_id.lang or "en_US"
|
||||
).display_name,
|
||||
"location_id": self.partner_shipping_id.property_stock_customer.id,
|
||||
"location_id": (
|
||||
self.partner_shipping_id.property_stock_customer.id
|
||||
),
|
||||
"location_dest_id": self.location_id.id,
|
||||
"product_uom_qty": self.product_uom_qty,
|
||||
},
|
||||
|
||||
3
rma/pyproject.toml
Normal file
3
rma/pyproject.toml
Normal file
@@ -0,0 +1,3 @@
|
||||
[build-system]
|
||||
requires = ["whool"]
|
||||
build-backend = "whool.buildapi"
|
||||
22
rma/readme/CONFIGURE.md
Normal file
22
rma/readme/CONFIGURE.md
Normal file
@@ -0,0 +1,22 @@
|
||||
If you want RMAs to be created from incoming emails, you need to:
|
||||
|
||||
1. Go to *Settings \> General Settings*.
|
||||
2. Check 'External Email Servers' checkbox under *Discuss* section.
|
||||
3. Set an 'alias domain' and an incoming server.
|
||||
4. Go to *RMA \> Configuration \> RMA Team* and select a team or create
|
||||
a new one.
|
||||
5. Go to 'Email' tab and set an 'Email Alias'.
|
||||
|
||||
If you want to manually finish RMAs, you need to:
|
||||
|
||||
1. Go to *Settings \> Inventory*.
|
||||
2. Set *Finish RMAs manually* checkbox on.
|
||||
|
||||
By default, returns to customer are grouped by shipping address,
|
||||
warehouse and company. If you want to avoid this grouping you can:
|
||||
|
||||
1. Go to *Settings \> Inventory*.
|
||||
2. Set *Group RMA returns by customer address and warehouse* checkbox
|
||||
off.
|
||||
|
||||
The users will still be able to group those pickings from the wizard.
|
||||
@@ -1,21 +0,0 @@
|
||||
If you want RMAs to be created from incoming emails, you need to:
|
||||
|
||||
#. Go to *Settings > General Settings*.
|
||||
#. Check 'External Email Servers' checkbox under *Discuss* section.
|
||||
#. Set an 'alias domain' and an incoming server.
|
||||
#. Go to *RMA > Configuration > RMA Team* and select a team or create a new
|
||||
one.
|
||||
#. Go to 'Email' tab and set an 'Email Alias'.
|
||||
|
||||
If you want to manually finish RMAs, you need to:
|
||||
|
||||
#. Go to *Settings > Inventory*.
|
||||
#. Set *Finish RMAs manually* checkbox on.
|
||||
|
||||
By default, returns to customer are grouped by shipping address, warehouse and company.
|
||||
If you want to avoid this grouping you can:
|
||||
|
||||
#. Go to *Settings > Inventory*.
|
||||
#. Set *Group RMA returns by customer address and warehouse* checkbox off.
|
||||
|
||||
The users will still be able to group those pickings from the wizard.
|
||||
7
rma/readme/CONTRIBUTORS.md
Normal file
7
rma/readme/CONTRIBUTORS.md
Normal file
@@ -0,0 +1,7 @@
|
||||
- [Tecnativa](https://www.tecnativa.com):
|
||||
- Ernesto Tejeda
|
||||
- Pedro M. Baeza
|
||||
- David Vidal
|
||||
- Víctor Martínez
|
||||
- Chafique Delli \<<chafique.delli@akretion.com>\>
|
||||
- Giovanni Serra - Ooops \<<giovanni@ooops404.com>\>
|
||||
@@ -1,9 +0,0 @@
|
||||
* `Tecnativa <https://www.tecnativa.com>`_:
|
||||
|
||||
* Ernesto Tejeda
|
||||
* Pedro M. Baeza
|
||||
* David Vidal
|
||||
* Víctor Martínez
|
||||
|
||||
* Chafique Delli <chafique.delli@akretion.com>
|
||||
* Giovanni Serra - Ooops <giovanni@ooops404.com>
|
||||
@@ -1,8 +1,8 @@
|
||||
This module allows you to manage `Return Merchandise Authorization (RMA)
|
||||
<https://en.wikipedia.org/wiki/Return_merchandise_authorization>`_.
|
||||
This module allows you to manage [Return Merchandise Authorization
|
||||
(RMA)](https://en.wikipedia.org/wiki/Return_merchandise_authorization).
|
||||
RMA documents can be created from scratch, from a delivery order or from
|
||||
an incoming email. Product receptions and returning delivery operations
|
||||
of the RMA module are fully integrated with the Receipts and Deliveries
|
||||
Operations of Odoo inventory core module. It also allows you to generate
|
||||
refunds in the same way as Odoo generates it.
|
||||
Besides, you have full integration of the RMA documents in the customer portal.
|
||||
refunds in the same way as Odoo generates it. Besides, you have full
|
||||
integration of the RMA documents in the customer portal.
|
||||
3
rma/readme/ROADMAP.md
Normal file
3
rma/readme/ROADMAP.md
Normal file
@@ -0,0 +1,3 @@
|
||||
- As soon as the picking is selected, the user should select the move,
|
||||
but perhaps stock.move \_rec_name could be improved to better show
|
||||
what the product of that move is.
|
||||
@@ -1,3 +0,0 @@
|
||||
* As soon as the picking is selected, the user should select the move,
|
||||
but perhaps stock.move _rec_name could be improved to better show what
|
||||
the product of that move is.
|
||||
59
rma/readme/USAGE.md
Normal file
59
rma/readme/USAGE.md
Normal file
@@ -0,0 +1,59 @@
|
||||
To use this module, you need to:
|
||||
|
||||
1. Go to *RMA \> Orders* and create a new RMA.
|
||||
2. Select a partner, an invoice address, select a product (or select a
|
||||
picking and a move instead), write a quantity, fill the rest of the
|
||||
form and click on 'confirm' button in the status bar.
|
||||
3. You will see an smart button labeled 'Receipt'. Click on that button
|
||||
to see the reception operation form.
|
||||
4. If everything is right, validate the operation and go back to the
|
||||
RMA to see it in a 'received' state.
|
||||
5. Now you are able to generate a refund, generate a delivery order to
|
||||
return to the customer the same product or another product as a
|
||||
replacement, split the RMA by extracting a part of the remaining
|
||||
quantity to another RMA, preview the RMA in the website. All of
|
||||
these operations can be done by clicking on the buttons in the
|
||||
status bar.
|
||||
- If you click on 'Refund' button, a refund will be created, and it
|
||||
will be accessible via the smart button labeled Refund. The RMA
|
||||
will be set automatically to 'Refunded' state when the refund is
|
||||
validated.
|
||||
- If you click on 'Replace' or 'Return to customer' button instead,
|
||||
a popup wizard will guide you to create a Delivery order to the
|
||||
client and this order will be accessible via the smart button
|
||||
labeled Delivery. The RMA will be set automatically to 'Replaced'
|
||||
or 'Returned' state when the RMA quantity is equal or lower than
|
||||
the quantity in done delivery orders linked to it.
|
||||
6. You can also finish the RMA without further ado. To do so click on
|
||||
the *Finish* button. A wizard will ask you for the reason from a
|
||||
selection of preconfigured ones. Be sure to configure them in
|
||||
advance on *RMA \> Configuration \> Finalization Reasons*. Once the
|
||||
RMA is finished, it will be set to that state and the reason will be
|
||||
registered.
|
||||
|
||||
An RMA can also be created from a return of a delivery order:
|
||||
|
||||
1. Select a delivery order and click on 'Return' button to create a
|
||||
return.
|
||||
2. Check "Create RMAs" checkbox in the returning wizard, select the RMA
|
||||
stock location and click on 'Return' button.
|
||||
3. An RMA will be created for each product returned in the previous
|
||||
step. Every RMA will be in confirmed state and they will be linked
|
||||
to the returning operation generated previously.
|
||||
|
||||
There are Optional RMA Teams that can be used for:
|
||||
|
||||
> - Organize RMAs in sections.
|
||||
> - Subscribe users to notifications.
|
||||
> - Create RMAs from incoming mail to special aliases (See configuration
|
||||
> section).
|
||||
|
||||
To create an RMA Team (RMA Responsible user level required):
|
||||
|
||||
> 1. Go to *RMA \> Configuration \> RMA Teams*
|
||||
> 2. Create a new team and assign a name, a responsible and members.
|
||||
> 3. Subscribe users to notifications, that can be of these subtypes:
|
||||
> - RMA draft. When a new RMA is created.
|
||||
> - Notes, Debates, Activities. As in standard Odoo.
|
||||
> 4. In the list view, use the cross handle to sort RMA Teams. The top
|
||||
> team will be the default one if no team is set.
|
||||
@@ -1,57 +0,0 @@
|
||||
To use this module, you need to:
|
||||
|
||||
#. Go to *RMA > Orders* and create a new RMA.
|
||||
#. Select a partner, an invoice address, select a product
|
||||
(or select a picking and a move instead), write a quantity, fill the rest
|
||||
of the form and click on 'confirm' button in the status bar.
|
||||
#. You will see an smart button labeled 'Receipt'. Click on that button to see
|
||||
the reception operation form.
|
||||
#. If everything is right, validate the operation and go back to the RMA to
|
||||
see it in a 'received' state.
|
||||
#. Now you are able to generate a refund, generate a delivery order to return
|
||||
to the customer the same product or another product as a replacement, split
|
||||
the RMA by extracting a part of the remaining quantity to another RMA,
|
||||
preview the RMA in the website. All of these operations can be done by
|
||||
clicking on the buttons in the status bar.
|
||||
|
||||
* If you click on 'Refund' button, a refund will be created, and it will be
|
||||
accessible via the smart button labeled Refund. The RMA will be set
|
||||
automatically to 'Refunded' state when the refund is validated.
|
||||
* If you click on 'Replace' or 'Return to customer' button instead,
|
||||
a popup wizard will guide you to create a Delivery order to the client
|
||||
and this order will be accessible via the smart button labeled Delivery.
|
||||
The RMA will be set automatically to 'Replaced' or 'Returned' state when
|
||||
the RMA quantity is equal or lower than the quantity in done delivery
|
||||
orders linked to it.
|
||||
#. You can also finish the RMA without further ado. To do so click on the *Finish*
|
||||
button. A wizard will ask you for the reason from a selection of preconfigured ones.
|
||||
Be sure to configure them in advance on *RMA > Configuration > Finalization Reasons*.
|
||||
Once the RMA is finished, it will be set to that state and the reason will be
|
||||
registered.
|
||||
|
||||
An RMA can also be created from a return of a delivery order:
|
||||
|
||||
#. Select a delivery order and click on 'Return' button to create a return.
|
||||
#. Check "Create RMAs" checkbox in the returning wizard, select the RMA
|
||||
stock location and click on 'Return' button.
|
||||
#. An RMA will be created for each product returned in the previous step.
|
||||
Every RMA will be in confirmed state and they will
|
||||
be linked to the returning operation generated previously.
|
||||
|
||||
There are Optional RMA Teams that can be used for:
|
||||
|
||||
- Organize RMAs in sections.
|
||||
- Subscribe users to notifications.
|
||||
- Create RMAs from incoming mail to special aliases (See configuration
|
||||
section).
|
||||
|
||||
To create an RMA Team (RMA Responsible user level required):
|
||||
|
||||
#. Go to *RMA > Configuration > RMA Teams*
|
||||
#. Create a new team and assign a name, a responsible and members.
|
||||
#. Subscribe users to notifications, that can be of these subtypes:
|
||||
|
||||
- RMA draft. When a new RMA is created.
|
||||
- Notes, Debates, Activities. As in standard Odoo.
|
||||
#. In the list view, use the cross handle to sort RMA Teams. The top team
|
||||
will be the default one if no team is set.
|
||||
@@ -368,14 +368,15 @@ ul.auto-toc {
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:4883b701d44a55d02e769bdbf411c649efc42341792b63e965630e712a6406d9
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/rma/tree/16.0/rma"><img alt="OCA/rma" src="https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/rma-16-0/rma-16-0-rma"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows you to manage <a class="reference external" href="https://en.wikipedia.org/wiki/Return_merchandise_authorization">Return Merchandise Authorization (RMA)</a>.
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/rma/tree/17.0/rma"><img alt="OCA/rma" src="https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/rma-17-0/rma-17-0-rma"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows you to manage <a class="reference external" href="https://en.wikipedia.org/wiki/Return_merchandise_authorization">Return Merchandise Authorization
|
||||
(RMA)</a>.
|
||||
RMA documents can be created from scratch, from a delivery order or from
|
||||
an incoming email. Product receptions and returning delivery operations
|
||||
of the RMA module are fully integrated with the Receipts and Deliveries
|
||||
Operations of Odoo inventory core module. It also allows you to generate
|
||||
refunds in the same way as Odoo generates it.
|
||||
Besides, you have full integration of the RMA documents in the customer portal.</p>
|
||||
refunds in the same way as Odoo generates it. Besides, you have full
|
||||
integration of the RMA documents in the customer portal.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
@@ -398,8 +399,8 @@ Besides, you have full integration of the RMA documents in the customer portal.<
|
||||
<li>Go to <em>Settings > General Settings</em>.</li>
|
||||
<li>Check ‘External Email Servers’ checkbox under <em>Discuss</em> section.</li>
|
||||
<li>Set an ‘alias domain’ and an incoming server.</li>
|
||||
<li>Go to <em>RMA > Configuration > RMA Team</em> and select a team or create a new
|
||||
one.</li>
|
||||
<li>Go to <em>RMA > Configuration > RMA Team</em> and select a team or create a
|
||||
new one.</li>
|
||||
<li>Go to ‘Email’ tab and set an ‘Email Alias’.</li>
|
||||
</ol>
|
||||
<p>If you want to manually finish RMAs, you need to:</p>
|
||||
@@ -407,11 +408,12 @@ one.</li>
|
||||
<li>Go to <em>Settings > Inventory</em>.</li>
|
||||
<li>Set <em>Finish RMAs manually</em> checkbox on.</li>
|
||||
</ol>
|
||||
<p>By default, returns to customer are grouped by shipping address, warehouse and company.
|
||||
If you want to avoid this grouping you can:</p>
|
||||
<p>By default, returns to customer are grouped by shipping address,
|
||||
warehouse and company. If you want to avoid this grouping you can:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Settings > Inventory</em>.</li>
|
||||
<li>Set <em>Group RMA returns by customer address and warehouse</em> checkbox off.</li>
|
||||
<li>Set <em>Group RMA returns by customer address and warehouse</em> checkbox
|
||||
off.</li>
|
||||
</ol>
|
||||
<p>The users will still be able to group those pickings from the wizard.</p>
|
||||
</div>
|
||||
@@ -420,51 +422,54 @@ If you want to avoid this grouping you can:</p>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>RMA > Orders</em> and create a new RMA.</li>
|
||||
<li>Select a partner, an invoice address, select a product
|
||||
(or select a picking and a move instead), write a quantity, fill the rest
|
||||
of the form and click on ‘confirm’ button in the status bar.</li>
|
||||
<li>You will see an smart button labeled ‘Receipt’. Click on that button to see
|
||||
the reception operation form.</li>
|
||||
<li>If everything is right, validate the operation and go back to the RMA to
|
||||
see it in a ‘received’ state.</li>
|
||||
<li>Now you are able to generate a refund, generate a delivery order to return
|
||||
to the customer the same product or another product as a replacement, split
|
||||
the RMA by extracting a part of the remaining quantity to another RMA,
|
||||
preview the RMA in the website. All of these operations can be done by
|
||||
clicking on the buttons in the status bar.<ul>
|
||||
<li>If you click on ‘Refund’ button, a refund will be created, and it will be
|
||||
accessible via the smart button labeled Refund. The RMA will be set
|
||||
automatically to ‘Refunded’ state when the refund is validated.</li>
|
||||
<li>Select a partner, an invoice address, select a product (or select a
|
||||
picking and a move instead), write a quantity, fill the rest of the
|
||||
form and click on ‘confirm’ button in the status bar.</li>
|
||||
<li>You will see an smart button labeled ‘Receipt’. Click on that button
|
||||
to see the reception operation form.</li>
|
||||
<li>If everything is right, validate the operation and go back to the RMA
|
||||
to see it in a ‘received’ state.</li>
|
||||
<li>Now you are able to generate a refund, generate a delivery order to
|
||||
return to the customer the same product or another product as a
|
||||
replacement, split the RMA by extracting a part of the remaining
|
||||
quantity to another RMA, preview the RMA in the website. All of these
|
||||
operations can be done by clicking on the buttons in the status bar.<ul>
|
||||
<li>If you click on ‘Refund’ button, a refund will be created, and it
|
||||
will be accessible via the smart button labeled Refund. The RMA
|
||||
will be set automatically to ‘Refunded’ state when the refund is
|
||||
validated.</li>
|
||||
<li>If you click on ‘Replace’ or ‘Return to customer’ button instead,
|
||||
a popup wizard will guide you to create a Delivery order to the client
|
||||
and this order will be accessible via the smart button labeled Delivery.
|
||||
The RMA will be set automatically to ‘Replaced’ or ‘Returned’ state when
|
||||
the RMA quantity is equal or lower than the quantity in done delivery
|
||||
orders linked to it.</li>
|
||||
a popup wizard will guide you to create a Delivery order to the
|
||||
client and this order will be accessible via the smart button
|
||||
labeled Delivery. The RMA will be set automatically to ‘Replaced’
|
||||
or ‘Returned’ state when the RMA quantity is equal or lower than
|
||||
the quantity in done delivery orders linked to it.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>You can also finish the RMA without further ado. To do so click on the <em>Finish</em>
|
||||
button. A wizard will ask you for the reason from a selection of preconfigured ones.
|
||||
Be sure to configure them in advance on <em>RMA > Configuration > Finalization Reasons</em>.
|
||||
Once the RMA is finished, it will be set to that state and the reason will be
|
||||
<li>You can also finish the RMA without further ado. To do so click on
|
||||
the <em>Finish</em> button. A wizard will ask you for the reason from a
|
||||
selection of preconfigured ones. Be sure to configure them in advance
|
||||
on <em>RMA > Configuration > Finalization Reasons</em>. Once the RMA is
|
||||
finished, it will be set to that state and the reason will be
|
||||
registered.</li>
|
||||
</ol>
|
||||
<p>An RMA can also be created from a return of a delivery order:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Select a delivery order and click on ‘Return’ button to create a return.</li>
|
||||
<li>Select a delivery order and click on ‘Return’ button to create a
|
||||
return.</li>
|
||||
<li>Check “Create RMAs” checkbox in the returning wizard, select the RMA
|
||||
stock location and click on ‘Return’ button.</li>
|
||||
<li>An RMA will be created for each product returned in the previous step.
|
||||
Every RMA will be in confirmed state and they will
|
||||
be linked to the returning operation generated previously.</li>
|
||||
<li>An RMA will be created for each product returned in the previous
|
||||
step. Every RMA will be in confirmed state and they will be linked to
|
||||
the returning operation generated previously.</li>
|
||||
</ol>
|
||||
<p>There are Optional RMA Teams that can be used for:</p>
|
||||
<blockquote>
|
||||
<ul class="simple">
|
||||
<li>Organize RMAs in sections.</li>
|
||||
<li>Subscribe users to notifications.</li>
|
||||
<li>Create RMAs from incoming mail to special aliases (See configuration
|
||||
section).</li>
|
||||
<li>Create RMAs from incoming mail to special aliases (See
|
||||
configuration section).</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p>To create an RMA Team (RMA Responsible user level required):</p>
|
||||
@@ -477,8 +482,8 @@ section).</li>
|
||||
<li>Notes, Debates, Activities. As in standard Odoo.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>In the list view, use the cross handle to sort RMA Teams. The top team
|
||||
will be the default one if no team is set.</li>
|
||||
<li>In the list view, use the cross handle to sort RMA Teams. The top
|
||||
team will be the default one if no team is set.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
</div>
|
||||
@@ -486,8 +491,8 @@ will be the default one if no team is set.</li>
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
|
||||
<ul class="simple">
|
||||
<li>As soon as the picking is selected, the user should select the move,
|
||||
but perhaps stock.move _rec_name could be improved to better show what
|
||||
the product of that move is.</li>
|
||||
but perhaps stock.move _rec_name could be improved to better show
|
||||
what the product of that move is.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
@@ -495,7 +500,7 @@ the product of that move is.</li>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/rma/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<a class="reference external" href="https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
@@ -529,7 +534,7 @@ mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/chienandalu"><img alt="chienandalu" src="https://github.com/chienandalu.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/rma/tree/16.0/rma">OCA/rma</a> project on GitHub.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/rma/tree/17.0/rma">OCA/rma</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user