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522 lines
17 KiB
HTML
522 lines
17 KiB
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</head>
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<body>
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<div class="document" id="rma-return-merchandise-authorization">
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<h1 class="title">RMA (Return Merchandise Authorization)</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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!! source digest: sha256:310ce4e3f5919e5be643c54f11481d09bb8fc79cab65f08ac969ef3bf9d799fe
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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/18.0/rma"><img alt="ForgeFlow/stock-rma" src="https://img.shields.io/badge/github-ForgeFlow%2Fstock--rma-lightgray.png?logo=github" /></a></p>
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<p>A Return Merchandise Authorization (RMA), is a part of the process of
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returning a product in order to receive a refund, replacement, or repair
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during the product’s warranty period.</p>
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<p>The purchaser of the product must contact the manufacturer (or
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distributor or retailer) to obtain authorization to return the product.</p>
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<p>The resulting RMA number must be displayed on or included in the
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returned product’s packaging.</p>
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<p>The issuance of an RMA is a key gatekeeping moment in the reverse
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logistics cycle, providing the vendor with a final opportunity to
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diagnose and correct the customer’s problem with the product (such as
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improper installation or configuration) before the customer permanently
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relinquishes ownership of the product to the manufacturer, commonly
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referred to as a return.</p>
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<p>As returns are costly for the vendor and inconvenient for the customer,
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any return that can be prevented benefits both parties.</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="toc-entry-1">Configuration</a><ul>
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<li><a class="reference internal" href="#security" id="toc-entry-2">Security</a></li>
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<li><a class="reference internal" href="#rma-approval-policy" id="toc-entry-3">RMA Approval Policy</a></li>
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<li><a class="reference internal" href="#other-settings" id="toc-entry-4">Other Settings</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#usage" id="toc-entry-5">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-6">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-11">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="#toc-entry-1">Configuration</a></h1>
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<div class="section" id="security">
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<h2><a class="toc-backref" href="#toc-entry-2">Security</a></h2>
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<p>Go to Settings > Users and assign the appropiate permissions to users.
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Different security groups grant distinct levels of access to the RMA
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features.</p>
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<ul class="simple">
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<li>Users in group “RMA Customer User” or “RMA Supplier User” can access
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to, create and process RMA’s associated to customers or suppliers
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respectively.</li>
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<li>Users in group “RMA Manager” can access to, create, approve and
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process RMA’s associated to both customers and suppliers.</li>
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</ul>
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</div>
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<div class="section" id="rma-approval-policy">
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<h2><a class="toc-backref" href="#toc-entry-3">RMA Approval Policy</a></h2>
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<p>There are two RMA approval policies in product catogories:</p>
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<ul class="simple">
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<li>One step: Always auto-approve RMAs that only contain products within
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categories with this policy.</li>
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<li>Two steps: A RMA order containing a product within a category with
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this policy will request the RMA manager approval.</li>
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</ul>
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<p>In order to change the approval policy of a product category follow the
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next steps:</p>
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<ol class="arabic simple">
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<li>Go to <em>Inventory > Configuration > Products > Product Categories</em>.</li>
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<li>Select one and change the field <em>RMA Approval Policy</em> to your
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convenience.</li>
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</ol>
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</div>
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<div class="section" id="other-settings">
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<h2><a class="toc-backref" href="#toc-entry-4">Other Settings</a></h2>
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<ol class="arabic simple">
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<li>Go to RMA > Configuration > Settings > Return Merchandising
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Authorization and select the option “Display 3 fields on rma:
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partner, invoice address, delivery address” if needed.</li>
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<li>Go to RMA > Configuration > Warehouse management > Warehouses and add
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a default RMA location and RMA picking type for customers and
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suppliers RMA picking type. In case the warehouse is configured to
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use routes, you need to create at least one route per rma type with
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at least two push rules (one for inbound another for outbound) it’s
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very important to select the type of operation supplier if we are
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moving in the company and customer if we are moving out of the
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company.</li>
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</ol>
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</div>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-5">Usage</a></h1>
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<p>RMA are accessible though Inventory menu. There’s four menus, divided by
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type. Users can access to the list of RMA or RMA lines.</p>
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<p>Create an RMA:</p>
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<ol class="arabic simple">
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<li>Select a partner. Enter RMA lines associated to an existing picking,
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or manually.</li>
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<li>Request approval and approve.</li>
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<li>Click on RMA Lines button.</li>
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<li>Click on more and select an option: “Receive products”, “Create
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Delivery Order”.</li>
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<li>Go back to the RMA. Set the RMA to done if not further action is
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required.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-6">Known issues / Roadmap</a></h1>
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||
<ul class="simple">
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<li>Picking operations report in customer RMA dropshipping case is
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showing “Vendor Address” while it should be “Customer Address”.</li>
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<li>Dropshipping always counted as a delivery on the smart buttons.</li>
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<li>Uninstall hook.</li>
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<li>Constraints instead of required fields on rma.order.line.</li>
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<li>Rename type field on rma.order and rma.order.line</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
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||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/ForgeFlow/stock-rma/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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||
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:%2018.0%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/18.0/rma">ForgeFlow/stock-rma</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
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