rma/rma/README.rst

===========================================
Return Merchandise Authorization Management
===========================================

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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.

**Table of contents**

.. contents::
   :local:

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'.

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.

   * 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.

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.

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.

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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2014.0%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.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

  * Ernesto Tejeda
  * Pedro M. Baeza
  * David Vidal

* Chafique Delli <chafique.delli@akretion.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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    :target: https://github.com/ernestotejeda
    :alt: ernestotejeda

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-ernestotejeda| 

This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/14.0/rma>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.