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160
rma/README.rst
160
rma/README.rst
@@ -2,21 +2,42 @@
|
||||
RMA (Return Merchandise Authorization)
|
||||
======================================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:51ec7a60674dede1504836e5881ee8a0f776b770dcc8238dce37e8376e5c4301
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
|
||||
:alt: License: LGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-ForgeFlow%2Fstock--rma-lightgray.png?logo=github
|
||||
:target: https://github.com/ForgeFlow/stock-rma/tree/17.0/rma
|
||||
:alt: ForgeFlow/stock-rma
|
||||
|
||||
|badge1| |badge2| |badge3|
|
||||
|
||||
A Return Merchandise Authorization (RMA), is a part of the process of
|
||||
returning a product in order to receive a refund, replacement, or repair
|
||||
during the product's warranty period.
|
||||
|
||||
The purchaser of the product must contact the manufacturer (or distributor
|
||||
or retailer) to obtain authorization to return the product.
|
||||
The purchaser of the product must contact the manufacturer (or
|
||||
distributor or retailer) to obtain authorization to return the product.
|
||||
|
||||
The resulting RMA number must be displayed on or included in the returned
|
||||
product's packaging.
|
||||
The resulting RMA number must be displayed on or included in the
|
||||
returned product's packaging.
|
||||
|
||||
The issuance of an RMA is a key gatekeeping moment in the reverse logistics
|
||||
cycle, providing the vendor with a final opportunity to diagnose and correct
|
||||
the customer's problem with the product (such as improper installation or
|
||||
configuration) before the customer permanently relinquishes ownership
|
||||
of the product to the manufacturer, commonly referred to as a return.
|
||||
The issuance of an RMA is a key gatekeeping moment in the reverse
|
||||
logistics cycle, providing the vendor with a final opportunity to
|
||||
diagnose and correct the customer's problem with the product (such as
|
||||
improper installation or configuration) before the customer permanently
|
||||
relinquishes ownership of the product to the manufacturer, commonly
|
||||
referred to as a return.
|
||||
|
||||
As returns are costly for the vendor and inconvenient for the customer,
|
||||
any return that can be prevented benefits both parties.
|
||||
@@ -30,80 +51,84 @@ Configuration
|
||||
=============
|
||||
|
||||
Security
|
||||
~~~~~~~~
|
||||
--------
|
||||
|
||||
Go to Settings > Users and assign the appropiate permissions to users.
|
||||
Different security groups grant distinct levels of access to the RMA features.
|
||||
Different security groups grant distinct levels of access to the RMA
|
||||
features.
|
||||
|
||||
* Users in group "RMA Customer User" or "RMA Supplier User" can access to,
|
||||
create and process RMA's associated to customers or suppliers respectively.
|
||||
|
||||
* Users in group "RMA Manager" can access to, create, approve and process RMA's
|
||||
associated to both customers and suppliers.
|
||||
- Users in group "RMA Customer User" or "RMA Supplier User" can access
|
||||
to, create and process RMA's associated to customers or suppliers
|
||||
respectively.
|
||||
- Users in group "RMA Manager" can access to, create, approve and
|
||||
process RMA's associated to both customers and suppliers.
|
||||
|
||||
RMA Approval Policy
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
-------------------
|
||||
|
||||
There are two RMA approval policies in product catogories:
|
||||
|
||||
* One step: Always auto-approve RMAs that only contain products within
|
||||
categories with this policy.
|
||||
* Two steps: A RMA order containing a product within a category with this
|
||||
policy will request the RMA manager approval.
|
||||
- One step: Always auto-approve RMAs that only contain products within
|
||||
categories with this policy.
|
||||
- Two steps: A RMA order containing a product within a category with
|
||||
this policy will request the RMA manager approval.
|
||||
|
||||
In order to change the approval policy of a product category follow the next
|
||||
steps:
|
||||
In order to change the approval policy of a product category follow the
|
||||
next steps:
|
||||
|
||||
#. Go to *Inventory > Configuration > Products > Product Categories*.
|
||||
#. Select one and change the field *RMA Approval Policy* to your convenience.
|
||||
1. Go to *Inventory > Configuration > Products > Product Categories*.
|
||||
2. Select one and change the field *RMA Approval Policy* to your
|
||||
convenience.
|
||||
|
||||
Other Settings
|
||||
~~~~~~~~~~~~~~
|
||||
--------------
|
||||
|
||||
#. Go to RMA > Configuration > Settings > Return Merchandising
|
||||
Authorization and select the option "Display 3 fields on rma: partner,
|
||||
invoice address, delivery address" if needed.
|
||||
#. Go to RMA > Configuration > Warehouse management > Warehouses and add
|
||||
a default RMA location and RMA picking type for customers and suppliers RMA
|
||||
picking type. In case the warehouse is configured to use routes, you need to
|
||||
create at least one route per rma type with at least two push rules (one for
|
||||
inbound another for outbound) it's very important to select the type of
|
||||
operation supplier if we are moving in the company and customer if we are
|
||||
moving out of the company.
|
||||
1. Go to RMA > Configuration > Settings > Return Merchandising
|
||||
Authorization and select the option "Display 3 fields on rma:
|
||||
partner, invoice address, delivery address" if needed.
|
||||
2. Go to RMA > Configuration > Warehouse management > Warehouses and add
|
||||
a default RMA location and RMA picking type for customers and
|
||||
suppliers RMA picking type. In case the warehouse is configured to
|
||||
use routes, you need to create at least one route per rma type with
|
||||
at least two push rules (one for inbound another for outbound) it's
|
||||
very important to select the type of operation supplier if we are
|
||||
moving in the company and customer if we are moving out of the
|
||||
company.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
RMA are accessible though Inventory menu. There's four menus, divided by type.
|
||||
Users can access to the list of RMA or RMA lines.
|
||||
RMA are accessible though Inventory menu. There's four menus, divided by
|
||||
type. Users can access to the list of RMA or RMA lines.
|
||||
|
||||
Create an RMA:
|
||||
|
||||
#. Select a partner. Enter RMA lines associated to an existing picking, or
|
||||
manually.
|
||||
#. Request approval and approve.
|
||||
#. Click on RMA Lines button.
|
||||
#. Click on more and select an option: "Receive products", "Create Delivery
|
||||
Order".
|
||||
#. Go back to the RMA. Set the RMA to done if not further action is required.
|
||||
1. Select a partner. Enter RMA lines associated to an existing picking,
|
||||
or manually.
|
||||
2. Request approval and approve.
|
||||
3. Click on RMA Lines button.
|
||||
4. Click on more and select an option: "Receive products", "Create
|
||||
Delivery Order".
|
||||
5. Go back to the RMA. Set the RMA to done if not further action is
|
||||
required.
|
||||
|
||||
Known issues / Roadmap
|
||||
======================
|
||||
|
||||
* Picking operations report in customer RMA dropshipping case is showing
|
||||
"Vendor Address" while it should be "Customer Address".
|
||||
* Dropshipping always counted as a delivery on the smart buttons.
|
||||
* Uninstall hook.
|
||||
* Constraints instead of required fields on rma.order.line.
|
||||
* Rename type field on rma.order and rma.order.line
|
||||
- Picking operations report in customer RMA dropshipping case is
|
||||
showing "Vendor Address" while it should be "Customer Address".
|
||||
- Dropshipping always counted as a delivery on the smart buttons.
|
||||
- Uninstall hook.
|
||||
- Constraints instead of required fields on rma.order.line.
|
||||
- Rename type field on rma.order and rma.order.line
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/ForgeFlow/stock-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/ForgeFlow/stock-rma/issues/new?body=module:%20rma%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
`feedback <https://github.com/ForgeFlow/stock-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.
|
||||
|
||||
@@ -111,26 +136,25 @@ Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
-------
|
||||
|
||||
* ForgeFlow S.L.
|
||||
* ForgeFlow
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
------------
|
||||
|
||||
* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
|
||||
* Aaron Henriquez <ahenriquez@forgeflow.com>
|
||||
* Lois Rilo <lois.rilo@forgeflow.com>
|
||||
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
|
||||
* Akim Juillerat <akim.juillerat@camptocamp.com>
|
||||
* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
|
||||
* Chafique Delli <chafique.delli@akretion.com>
|
||||
* Héctor Villarreal <hector.villarreal@forgeflow.com>
|
||||
- Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
|
||||
- Aaron Henriquez <ahenriquez@forgeflow.com>
|
||||
- Lois Rilo <lois.rilo@forgeflow.com>
|
||||
- Bhavesh Odedra <bodedra@opensourceintegrators.com>
|
||||
- Akim Juillerat <akim.juillerat@camptocamp.com>
|
||||
- Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
|
||||
- Chafique Delli <chafique.delli@akretion.com>
|
||||
- Héctor Villarreal <hector.villarreal@forgeflow.com>
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
-----------
|
||||
|
||||
This module is maintained by the ForgeFlow.
|
||||
|
||||
This module is part of the `ForgeFlow/stock-rma <https://github.com/ForgeFlow/stock-rma/tree/13.0/rma>`_ project on GitHub.
|
||||
This module is part of the `ForgeFlow/stock-rma <https://github.com/ForgeFlow/stock-rma/tree/17.0/rma>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute.
|
||||
|
||||
@@ -8,7 +8,7 @@
|
||||
"category": "RMA",
|
||||
"summary": "Introduces the return merchandise authorization (RMA) process in odoo",
|
||||
"author": "ForgeFlow",
|
||||
"website": "https://github.com/ForgeFlow/stock-rma",
|
||||
"website": "https://github.com/ForgeFlow",
|
||||
"depends": ["stock", "mail", "web"],
|
||||
"demo": ["demo/stock_demo.xml"],
|
||||
"data": [
|
||||
|
||||
3
rma/pyproject.toml
Normal file
3
rma/pyproject.toml
Normal file
@@ -0,0 +1,3 @@
|
||||
[build-system]
|
||||
requires = ["whool"]
|
||||
build-backend = "whool.buildapi"
|
||||
42
rma/readme/CONFIGURE.md
Normal file
42
rma/readme/CONFIGURE.md
Normal file
@@ -0,0 +1,42 @@
|
||||
## Security
|
||||
|
||||
Go to Settings \> Users and assign the appropiate permissions to users.
|
||||
Different security groups grant distinct levels of access to the RMA
|
||||
features.
|
||||
|
||||
- Users in group "RMA Customer User" or "RMA Supplier User" can access
|
||||
to, create and process RMA's associated to customers or suppliers
|
||||
respectively.
|
||||
- Users in group "RMA Manager" can access to, create, approve and
|
||||
process RMA's associated to both customers and suppliers.
|
||||
|
||||
## RMA Approval Policy
|
||||
|
||||
There are two RMA approval policies in product catogories:
|
||||
|
||||
- One step: Always auto-approve RMAs that only contain products within
|
||||
categories with this policy.
|
||||
- Two steps: A RMA order containing a product within a category with
|
||||
this policy will request the RMA manager approval.
|
||||
|
||||
In order to change the approval policy of a product category follow the
|
||||
next steps:
|
||||
|
||||
1. Go to *Inventory \> Configuration \> Products \> Product
|
||||
Categories*.
|
||||
2. Select one and change the field *RMA Approval Policy* to your
|
||||
convenience.
|
||||
|
||||
## Other Settings
|
||||
|
||||
1. Go to RMA \> Configuration \> Settings \> Return Merchandising
|
||||
Authorization and select the option "Display 3 fields on rma:
|
||||
partner, invoice address, delivery address" if needed.
|
||||
2. Go to RMA \> Configuration \> Warehouse management \> Warehouses and
|
||||
add a default RMA location and RMA picking type for customers and
|
||||
suppliers RMA picking type. In case the warehouse is configured to
|
||||
use routes, you need to create at least one route per rma type with
|
||||
at least two push rules (one for inbound another for outbound) it's
|
||||
very important to select the type of operation supplier if we are
|
||||
moving in the company and customer if we are moving out of the
|
||||
company.
|
||||
@@ -1,41 +0,0 @@
|
||||
Security
|
||||
--------
|
||||
|
||||
Go to Settings > Users and assign the appropiate permissions to users.
|
||||
Different security groups grant distinct levels of access to the RMA features.
|
||||
|
||||
* Users in group "RMA Customer User" or "RMA Supplier User" can access to,
|
||||
create and process RMA's associated to customers or suppliers respectively.
|
||||
|
||||
* Users in group "RMA Manager" can access to, create, approve and process RMA's
|
||||
associated to both customers and suppliers.
|
||||
|
||||
RMA Approval Policy
|
||||
-------------------
|
||||
|
||||
There are two RMA approval policies in product catogories:
|
||||
|
||||
* One step: Always auto-approve RMAs that only contain products within
|
||||
categories with this policy.
|
||||
* Two steps: A RMA order containing a product within a category with this
|
||||
policy will request the RMA manager approval.
|
||||
|
||||
In order to change the approval policy of a product category follow the next
|
||||
steps:
|
||||
|
||||
#. Go to *Inventory > Configuration > Products > Product Categories*.
|
||||
#. Select one and change the field *RMA Approval Policy* to your convenience.
|
||||
|
||||
Other Settings
|
||||
--------------
|
||||
|
||||
#. Go to RMA > Configuration > Settings > Return Merchandising
|
||||
Authorization and select the option "Display 3 fields on rma: partner,
|
||||
invoice address, delivery address" if needed.
|
||||
#. Go to RMA > Configuration > Warehouse management > Warehouses and add
|
||||
a default RMA location and RMA picking type for customers and suppliers RMA
|
||||
picking type. In case the warehouse is configured to use routes, you need to
|
||||
create at least one route per rma type with at least two push rules (one for
|
||||
inbound another for outbound) it's very important to select the type of
|
||||
operation supplier if we are moving in the company and customer if we are
|
||||
moving out of the company.
|
||||
8
rma/readme/CONTRIBUTORS.md
Normal file
8
rma/readme/CONTRIBUTORS.md
Normal file
@@ -0,0 +1,8 @@
|
||||
- Jordi Ballester Alomar \<<jordi.ballester@forgeflow.com>\>
|
||||
- Aaron Henriquez \<<ahenriquez@forgeflow.com>\>
|
||||
- Lois Rilo \<<lois.rilo@forgeflow.com>\>
|
||||
- Bhavesh Odedra \<<bodedra@opensourceintegrators.com>\>
|
||||
- Akim Juillerat \<<akim.juillerat@camptocamp.com>\>
|
||||
- Alexandre Fayolle \<<alexandre.fayolle@camptocamp.com>\>
|
||||
- Chafique Delli \<<chafique.delli@akretion.com>\>
|
||||
- Héctor Villarreal \<<hector.villarreal@forgeflow.com>\>
|
||||
@@ -1,8 +0,0 @@
|
||||
* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
|
||||
* Aaron Henriquez <ahenriquez@forgeflow.com>
|
||||
* Lois Rilo <lois.rilo@forgeflow.com>
|
||||
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
|
||||
* Akim Juillerat <akim.juillerat@camptocamp.com>
|
||||
* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
|
||||
* Chafique Delli <chafique.delli@akretion.com>
|
||||
* Héctor Villarreal <hector.villarreal@forgeflow.com>
|
||||
19
rma/readme/DESCRIPTION.md
Normal file
19
rma/readme/DESCRIPTION.md
Normal file
@@ -0,0 +1,19 @@
|
||||
A Return Merchandise Authorization (RMA), is a part of the process of
|
||||
returning a product in order to receive a refund, replacement, or repair
|
||||
during the product's warranty period.
|
||||
|
||||
The purchaser of the product must contact the manufacturer (or
|
||||
distributor or retailer) to obtain authorization to return the product.
|
||||
|
||||
The resulting RMA number must be displayed on or included in the
|
||||
returned product's packaging.
|
||||
|
||||
The issuance of an RMA is a key gatekeeping moment in the reverse
|
||||
logistics cycle, providing the vendor with a final opportunity to
|
||||
diagnose and correct the customer's problem with the product (such as
|
||||
improper installation or configuration) before the customer permanently
|
||||
relinquishes ownership of the product to the manufacturer, commonly
|
||||
referred to as a return.
|
||||
|
||||
As returns are costly for the vendor and inconvenient for the customer,
|
||||
any return that can be prevented benefits both parties.
|
||||
@@ -1,18 +0,0 @@
|
||||
A Return Merchandise Authorization (RMA), is a part of the process of
|
||||
returning a product in order to receive a refund, replacement, or repair
|
||||
during the product's warranty period.
|
||||
|
||||
The purchaser of the product must contact the manufacturer (or distributor
|
||||
or retailer) to obtain authorization to return the product.
|
||||
|
||||
The resulting RMA number must be displayed on or included in the returned
|
||||
product's packaging.
|
||||
|
||||
The issuance of an RMA is a key gatekeeping moment in the reverse logistics
|
||||
cycle, providing the vendor with a final opportunity to diagnose and correct
|
||||
the customer's problem with the product (such as improper installation or
|
||||
configuration) before the customer permanently relinquishes ownership
|
||||
of the product to the manufacturer, commonly referred to as a return.
|
||||
|
||||
As returns are costly for the vendor and inconvenient for the customer,
|
||||
any return that can be prevented benefits both parties.
|
||||
6
rma/readme/ROADMAP.md
Normal file
6
rma/readme/ROADMAP.md
Normal file
@@ -0,0 +1,6 @@
|
||||
- Picking operations report in customer RMA dropshipping case is showing
|
||||
"Vendor Address" while it should be "Customer Address".
|
||||
- Dropshipping always counted as a delivery on the smart buttons.
|
||||
- Uninstall hook.
|
||||
- Constraints instead of required fields on rma.order.line.
|
||||
- Rename type field on rma.order and rma.order.line
|
||||
@@ -1,6 +0,0 @@
|
||||
* Picking operations report in customer RMA dropshipping case is showing
|
||||
"Vendor Address" while it should be "Customer Address".
|
||||
* Dropshipping always counted as a delivery on the smart buttons.
|
||||
* Uninstall hook.
|
||||
* Constraints instead of required fields on rma.order.line.
|
||||
* Rename type field on rma.order and rma.order.line
|
||||
13
rma/readme/USAGE.md
Normal file
13
rma/readme/USAGE.md
Normal file
@@ -0,0 +1,13 @@
|
||||
RMA are accessible though Inventory menu. There's four menus, divided by
|
||||
type. Users can access to the list of RMA or RMA lines.
|
||||
|
||||
Create an RMA:
|
||||
|
||||
1. Select a partner. Enter RMA lines associated to an existing picking,
|
||||
or manually.
|
||||
2. Request approval and approve.
|
||||
3. Click on RMA Lines button.
|
||||
4. Click on more and select an option: "Receive products", "Create
|
||||
Delivery Order".
|
||||
5. Go back to the RMA. Set the RMA to done if not further action is
|
||||
required.
|
||||
@@ -1,12 +0,0 @@
|
||||
RMA are accessible though Inventory menu. There's four menus, divided by type.
|
||||
Users can access to the list of RMA or RMA lines.
|
||||
|
||||
Create an RMA:
|
||||
|
||||
#. Select a partner. Enter RMA lines associated to an existing picking, or
|
||||
manually.
|
||||
#. Request approval and approve.
|
||||
#. Click on RMA Lines button.
|
||||
#. Click on more and select an option: "Receive products", "Create Delivery
|
||||
Order".
|
||||
#. Go back to the RMA. Set the RMA to done if not further action is required.
|
||||
520
rma/static/description/index.html
Normal file
520
rma/static/description/index.html
Normal file
@@ -0,0 +1,520 @@
|
||||
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|
||||
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|
||||
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|
||||
<title>RMA (Return Merchandise Authorization)</title>
|
||||
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
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|
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|
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/* reset inner alignment in figures */
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="rma-return-merchandise-authorization">
|
||||
<h1 class="title">RMA (Return Merchandise Authorization)</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:51ec7a60674dede1504836e5881ee8a0f776b770dcc8238dce37e8376e5c4301
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/ForgeFlow/stock-rma/tree/17.0/rma"><img alt="ForgeFlow/stock-rma" src="https://img.shields.io/badge/github-ForgeFlow%2Fstock--rma-lightgray.png?logo=github" /></a></p>
|
||||
<p>A Return Merchandise Authorization (RMA), is a part of the process of
|
||||
returning a product in order to receive a refund, replacement, or repair
|
||||
during the product’s warranty period.</p>
|
||||
<p>The purchaser of the product must contact the manufacturer (or
|
||||
distributor or retailer) to obtain authorization to return the product.</p>
|
||||
<p>The resulting RMA number must be displayed on or included in the
|
||||
returned product’s packaging.</p>
|
||||
<p>The issuance of an RMA is a key gatekeeping moment in the reverse
|
||||
logistics cycle, providing the vendor with a final opportunity to
|
||||
diagnose and correct the customer’s problem with the product (such as
|
||||
improper installation or configuration) before the customer permanently
|
||||
relinquishes ownership of the product to the manufacturer, commonly
|
||||
referred to as a return.</p>
|
||||
<p>As returns are costly for the vendor and inconvenient for the customer,
|
||||
any return that can be prevented benefits both parties.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a><ul>
|
||||
<li><a class="reference internal" href="#security" id="toc-entry-2">Security</a></li>
|
||||
<li><a class="reference internal" href="#rma-approval-policy" id="toc-entry-3">RMA Approval Policy</a></li>
|
||||
<li><a class="reference internal" href="#other-settings" id="toc-entry-4">Other Settings</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-5">Usage</a></li>
|
||||
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-6">Known issues / Roadmap</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<div class="section" id="security">
|
||||
<h2><a class="toc-backref" href="#toc-entry-2">Security</a></h2>
|
||||
<p>Go to Settings > Users and assign the appropiate permissions to users.
|
||||
Different security groups grant distinct levels of access to the RMA
|
||||
features.</p>
|
||||
<ul class="simple">
|
||||
<li>Users in group “RMA Customer User” or “RMA Supplier User” can access
|
||||
to, create and process RMA’s associated to customers or suppliers
|
||||
respectively.</li>
|
||||
<li>Users in group “RMA Manager” can access to, create, approve and
|
||||
process RMA’s associated to both customers and suppliers.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="rma-approval-policy">
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">RMA Approval Policy</a></h2>
|
||||
<p>There are two RMA approval policies in product catogories:</p>
|
||||
<ul class="simple">
|
||||
<li>One step: Always auto-approve RMAs that only contain products within
|
||||
categories with this policy.</li>
|
||||
<li>Two steps: A RMA order containing a product within a category with
|
||||
this policy will request the RMA manager approval.</li>
|
||||
</ul>
|
||||
<p>In order to change the approval policy of a product category follow the
|
||||
next steps:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Inventory > Configuration > Products > Product Categories</em>.</li>
|
||||
<li>Select one and change the field <em>RMA Approval Policy</em> to your
|
||||
convenience.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="other-settings">
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Other Settings</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to RMA > Configuration > Settings > Return Merchandising
|
||||
Authorization and select the option “Display 3 fields on rma:
|
||||
partner, invoice address, delivery address” if needed.</li>
|
||||
<li>Go to RMA > Configuration > Warehouse management > Warehouses and add
|
||||
a default RMA location and RMA picking type for customers and
|
||||
suppliers RMA picking type. In case the warehouse is configured to
|
||||
use routes, you need to create at least one route per rma type with
|
||||
at least two push rules (one for inbound another for outbound) it’s
|
||||
very important to select the type of operation supplier if we are
|
||||
moving in the company and customer if we are moving out of the
|
||||
company.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-5">Usage</a></h1>
|
||||
<p>RMA are accessible though Inventory menu. There’s four menus, divided by
|
||||
type. Users can access to the list of RMA or RMA lines.</p>
|
||||
<p>Create an RMA:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Select a partner. Enter RMA lines associated to an existing picking,
|
||||
or manually.</li>
|
||||
<li>Request approval and approve.</li>
|
||||
<li>Click on RMA Lines button.</li>
|
||||
<li>Click on more and select an option: “Receive products”, “Create
|
||||
Delivery Order”.</li>
|
||||
<li>Go back to the RMA. Set the RMA to done if not further action is
|
||||
required.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="known-issues-roadmap">
|
||||
<h1><a class="toc-backref" href="#toc-entry-6">Known issues / Roadmap</a></h1>
|
||||
<ul class="simple">
|
||||
<li>Picking operations report in customer RMA dropshipping case is
|
||||
showing “Vendor Address” while it should be “Customer Address”.</li>
|
||||
<li>Dropshipping always counted as a delivery on the smart buttons.</li>
|
||||
<li>Uninstall hook.</li>
|
||||
<li>Constraints instead of required fields on rma.order.line.</li>
|
||||
<li>Rename type field on rma.order and rma.order.line</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/ForgeFlow/stock-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/ForgeFlow/stock-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">
|
||||
<h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>ForgeFlow</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>></li>
|
||||
<li>Aaron Henriquez <<a class="reference external" href="mailto:ahenriquez@forgeflow.com">ahenriquez@forgeflow.com</a>></li>
|
||||
<li>Lois Rilo <<a class="reference external" href="mailto:lois.rilo@forgeflow.com">lois.rilo@forgeflow.com</a>></li>
|
||||
<li>Bhavesh Odedra <<a class="reference external" href="mailto:bodedra@opensourceintegrators.com">bodedra@opensourceintegrators.com</a>></li>
|
||||
<li>Akim Juillerat <<a class="reference external" href="mailto:akim.juillerat@camptocamp.com">akim.juillerat@camptocamp.com</a>></li>
|
||||
<li>Alexandre Fayolle <<a class="reference external" href="mailto:alexandre.fayolle@camptocamp.com">alexandre.fayolle@camptocamp.com</a>></li>
|
||||
<li>Chafique Delli <<a class="reference external" href="mailto:chafique.delli@akretion.com">chafique.delli@akretion.com</a>></li>
|
||||
<li>Héctor Villarreal <<a class="reference external" href="mailto:hector.villarreal@forgeflow.com">hector.villarreal@forgeflow.com</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/ForgeFlow/stock-rma/tree/17.0/rma">ForgeFlow/stock-rma</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -221,7 +221,6 @@ class TestRma(common.TransactionCase):
|
||||
def _create_rma_from_move(
|
||||
cls, products2move, r_type, partner, dropship, supplier_address_id=None
|
||||
):
|
||||
|
||||
moves = []
|
||||
if r_type == "customer":
|
||||
picking_type = cls._get_picking_type(
|
||||
|
||||
@@ -5,7 +5,8 @@ import time
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
from odoo.exceptions import UserError, ValidationError
|
||||
from odoo.tools import DEFAULT_SERVER_DATETIME_FORMAT as DT_FORMAT, float_compare
|
||||
from odoo.tools import DEFAULT_SERVER_DATETIME_FORMAT as DT_FORMAT
|
||||
from odoo.tools import float_compare
|
||||
|
||||
|
||||
class RmaMakePicking(models.TransientModel):
|
||||
|
||||
Reference in New Issue
Block a user