Package: odoo-addon-rma
This module allows you to manageReturn Merchandise Authorization (RMA).
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 contentsConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersConfigurationIf you want RMAs to be created from incoming emails, you need to:Go toSettings > General Settings.Check ‘External Email Servers’ checkbox underDiscusssection.Set an ‘alias domain’ and an incoming server.Go toRMA > Configuration > RMA Teamand select a team or create a new
one.Go to ‘Email’ tab and set an ‘Email Alias’.If you want to manually finish RMAs, you need to:Go toSettings > Inventory.SetFinish RMAs manuallycheckbox on.By default, returns to customer are grouped by shipping address, warehouse and company.
If you want to avoid this grouping you can:Go toSettings > Inventory.SetGroup RMA returns by customer address and warehousecheckbox off.The users will still be able to group those pickings from the wizard.UsageTo use this module, you need to:Go toRMA > Ordersand 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.You can also finish the RMA without further ado. To do so click on theFinishbutton. A wizard will ask you for the reason from a selection of preconfigured ones.
Be sure to configure them in advance onRMA > Configuration > Finalization Reasons.
Once the RMA is finished, it will be set to that state and the reason will be
registered.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 toRMA > Configuration > RMA TeamsCreate 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 / RoadmapAs 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 TrackerBugs are tracked onGitHub Issues.
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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsTecnativa:Ernesto TejedaPedro M. BaezaDavid VidalVíctor MartínezChafique Delli <chafique.delli@akretion.com>Giovanni Serra - Ooops <giovanni@ooops404.com>MaintainersThis module is maintained by the OCA.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.Currentmaintainers:This module is part of theOCA/rmaproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.