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HTML
537 lines
18 KiB
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<body>
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<div class="document" id="return-merchandise-authorization-management">
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<h1 class="title">Return Merchandise Authorization Management</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" 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" 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" href="https://github.com/OCA/rma/tree/14.0/rma"><img alt="OCA/rma" src="https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/rma-14-0/rma-14-0-rma"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/145/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<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>.
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RMA documents can be created from scratch, from a delivery order or from
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an incoming email. Product receptions and returning delivery operations
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of the RMA module are fully integrated with the Receipts and Deliveries
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Operations of Odoo inventory core module. It also allows you to generate
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refunds in the same way as Odoo generates it.
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Besides, you have full integration of the RMA documents in the customer portal.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>If you want RMAs to be created from incoming emails, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <em>Settings > General Settings</em>.</li>
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<li>Check ‘External Email Servers’ checkbox under <em>Discuss</em> section.</li>
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<li>Set an ‘alias domain’ and an incoming server.</li>
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<li>Go to <em>RMA > Configuration > RMA Team</em> and select a team or create a new
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one.</li>
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<li>Go to ‘Email’ tab and set an ‘Email Alias’.</li>
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</ol>
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<p>If you want to manually finish RMAs, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <em>Settings > Inventory</em>.</li>
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<li>Set <em>Finish RMAs manually</em> checkbox on.</li>
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</ol>
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<p>By default, returns to customer are grouped by shipping address, warehouse and company.
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If you want to avoid this grouping you can:</p>
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<ol class="arabic simple">
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<li>Go to <em>Settings > Inventory</em>.</li>
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<li>Set <em>Group RMA returns by customer address and warehouse</em> checkbox off.</li>
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</ol>
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<p>The users will still be able to group those pickings from the wizard.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <em>RMA > Orders</em> and create a new RMA.</li>
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<li>Select a partner, an invoice address, select a product
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(or select a picking and a move instead), write a quantity, fill the rest
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of the form and click on ‘confirm’ button in the status bar.</li>
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<li>You will see an smart button labeled ‘Receipt’. Click on that button to see
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the reception operation form.</li>
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<li>If everything is right, validate the operation and go back to the RMA to
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see it in a ‘received’ state.</li>
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<li>Now you are able to generate a refund, generate a delivery order to return
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to the customer the same product or another product as a replacement, split
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the RMA by extracting a part of the remaining quantity to another RMA,
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preview the RMA in the website. All of these operations can be done by
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clicking on the buttons in the status bar.<ul>
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<li>If you click on ‘Refund’ button, a refund will be created, and it will be
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accessible via the smart button labeled Refund. The RMA will be set
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automatically to ‘Refunded’ state when the refund is validated.</li>
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<li>If you click on ‘Replace’ or ‘Return to customer’ button instead,
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a popup wizard will guide you to create a Delivery order to the client
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and this order will be accessible via the smart button labeled Delivery.
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The RMA will be set automatically to ‘Replaced’ or ‘Returned’ state when
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the RMA quantity is equal or lower than the quantity in done delivery
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orders linked to it.</li>
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</ul>
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</li>
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<li>You can also finish the RMA without further ado. To do so click on the <em>Finish</em>
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button. A wizard will ask you for the reason from a selection of preconfigured ones.
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Be sure to configure them in advance on <em>RMA > Configuration > Finalization Reasons</em>.
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Once the RMA is finished, it will be set to that state and the reason will be
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registered.</li>
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</ol>
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<p>An RMA can also be created from a return of a delivery order:</p>
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<ol class="arabic simple">
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<li>Select a delivery order and click on ‘Return’ button to create a return.</li>
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<li>Check “Create RMAs” checkbox in the returning wizard, select the RMA
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stock location and click on ‘Return’ button.</li>
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<li>An RMA will be created for each product returned in the previous step.
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Every RMA will be in confirmed state and they will
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be linked to the returning operation generated previously.</li>
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</ol>
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<p>There are Optional RMA Teams that can be used for:</p>
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<blockquote>
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<ul class="simple">
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<li>Organize RMAs in sections.</li>
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<li>Subscribe users to notifications.</li>
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<li>Create RMAs from incoming mail to special aliases (See configuration
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section).</li>
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</ul>
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</blockquote>
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<p>To create an RMA Team (RMA Responsible user level required):</p>
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<blockquote>
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<ol class="arabic simple">
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<li>Go to <em>RMA > Configuration > RMA Teams</em></li>
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<li>Create a new team and assign a name, a responsible and members.</li>
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<li>Subscribe users to notifications, that can be of these subtypes:<ul>
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<li>RMA draft. When a new RMA is created.</li>
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<li>Notes, Debates, Activities. As in standard Odoo.</li>
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</ul>
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</li>
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<li>In the list view, use the cross handle to sort RMA Teams. The top team
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will be the default one if no team is set.</li>
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</ol>
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||
</blockquote>
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</div>
|
||
<div class="section" id="known-issues-roadmap">
|
||
<h1><a class="toc-backref" href="#id3">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>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="bug-tracker">
|
||
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
|
||
<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 smashing it by providing a detailed and welcomed
|
||
<a class="reference external" href="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**">feedback</a>.</p>
|
||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>Tecnativa</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
|
||
<ul class="simple">
|
||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||
<li>Ernesto Tejeda</li>
|
||
<li>Pedro M. Baeza</li>
|
||
<li>David Vidal</li>
|
||
</ul>
|
||
</li>
|
||
<li>Chafique Delli <<a class="reference external" href="mailto:chafique.delli@akretion.com">chafique.delli@akretion.com</a>></li>
|
||
<li>Giovanni Serra - Ooops <<a class="reference external" href="mailto:giovanni@ooops404.com">giovanni@ooops404.com</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
<p>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.</p>
|
||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
<p><a class="reference external" href="https://github.com/ernestotejeda"><img alt="ernestotejeda" src="https://github.com/ernestotejeda.png?size=40px" /></a></p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/rma/tree/14.0/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>
|
||
</div>
|
||
</body>
|
||
</html>
|