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stock-rma/rma/readme/CONFIGURE.rst
2020-01-20 12:46:08 +01:00

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Security
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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
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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
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#. 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.