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@@ -17,25 +17,25 @@ Return Merchandise Authorization Management | |
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github | ||
:target: https://github.com/OCA/rma/tree/16.0/rma | ||
:target: https://github.com/OCA/rma/tree/17.0/rma | ||
:alt: OCA/rma | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/rma-16-0/rma-16-0-rma | ||
:target: https://translation.odoo-community.org/projects/rma-17-0/rma-17-0-rma | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=16.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows you to manage `Return Merchandise Authorization (RMA) | ||
<https://en.wikipedia.org/wiki/Return_merchandise_authorization>`_. | ||
This module allows you to manage `Return Merchandise Authorization | ||
(RMA) <https://en.wikipedia.org/wiki/Return_merchandise_authorization>`__. | ||
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. | ||
refunds in the same way as Odoo generates it. Besides, you have full | ||
integration of the RMA documents in the customer portal. | ||
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||
**Table of contents** | ||
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|
@@ -47,23 +47,24 @@ Configuration | |
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If you want RMAs to be created from incoming emails, you need to: | ||
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#. Go to *Settings > General Settings*. | ||
#. Check 'External Email Servers' checkbox under *Discuss* section. | ||
#. Set an 'alias domain' and an incoming server. | ||
#. Go to *RMA > Configuration > RMA Team* and select a team or create a new | ||
one. | ||
#. Go to 'Email' tab and set an 'Email Alias'. | ||
1. Go to *Settings > General Settings*. | ||
2. Check 'External Email Servers' checkbox under *Discuss* section. | ||
3. Set an 'alias domain' and an incoming server. | ||
4. Go to *RMA > Configuration > RMA Team* and select a team or create a | ||
new one. | ||
5. Go to 'Email' tab and set an 'Email Alias'. | ||
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If you want to manually finish RMAs, you need to: | ||
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#. Go to *Settings > Inventory*. | ||
#. Set *Finish RMAs manually* checkbox on. | ||
1. Go to *Settings > Inventory*. | ||
2. Set *Finish RMAs manually* checkbox on. | ||
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By default, returns to customer are grouped by shipping address, warehouse and company. | ||
If you want to avoid this grouping you can: | ||
By default, returns to customer are grouped by shipping address, | ||
warehouse and company. If you want to avoid this grouping you can: | ||
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#. Go to *Settings > Inventory*. | ||
#. Set *Group RMA returns by customer address and warehouse* checkbox off. | ||
1. Go to *Settings > Inventory*. | ||
2. Set *Group RMA returns by customer address and warehouse* checkbox | ||
off. | ||
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The users will still be able to group those pickings from the wizard. | ||
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|
@@ -72,102 +73,107 @@ Usage | |
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To use this module, you need to: | ||
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#. Go to *RMA > Orders* and 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. | ||
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* 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 the *Finish* | ||
button. A wizard will ask you for the reason from a selection of preconfigured ones. | ||
Be sure to configure them in advance on *RMA > Configuration > Finalization Reasons*. | ||
Once the RMA is finished, it will be set to that state and the reason will be | ||
1. Go to *RMA > Orders* and create a new RMA. | ||
2. 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. | ||
3. You will see an smart button labeled 'Receipt'. Click on that button | ||
to see the reception operation form. | ||
4. If everything is right, validate the operation and go back to the RMA | ||
to see it in a 'received' state. | ||
5. 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. | ||
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- 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. | ||
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6. You can also finish the RMA without further ado. To do so click on | ||
the *Finish* button. A wizard will ask you for the reason from a | ||
selection of preconfigured ones. Be sure to configure them in advance | ||
on *RMA > Configuration > Finalization Reasons*. Once the RMA is | ||
finished, it will be set to that state and the reason will be | ||
registered. | ||
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An RMA can also be created from a return of a delivery order: | ||
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#. Select a delivery order and click on 'Return' button to create a return. | ||
#. Check "Create RMAs" checkbox in the returning wizard, select the RMA | ||
1. Select a delivery order and click on 'Return' button to create a | ||
return. | ||
2. 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. | ||
3. 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. | ||
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There are Optional RMA Teams that can be used for: | ||
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- Organize RMAs in sections. | ||
- Subscribe users to notifications. | ||
- Create RMAs from incoming mail to special aliases (See configuration | ||
section). | ||
- Organize RMAs in sections. | ||
- Subscribe users to notifications. | ||
- Create RMAs from incoming mail to special aliases (See | ||
configuration section). | ||
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To create an RMA Team (RMA Responsible user level required): | ||
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#. Go to *RMA > Configuration > RMA Teams* | ||
#. Create a new team and assign a name, a responsible and members. | ||
#. Subscribe users to notifications, that can be of these subtypes: | ||
1. Go to *RMA > Configuration > RMA Teams* | ||
2. Create a new team and assign a name, a responsible and members. | ||
3. Subscribe users to notifications, that can be of these subtypes: | ||
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- 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. | ||
- RMA draft. When a new RMA is created. | ||
- Notes, Debates, Activities. As in standard Odoo. | ||
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4. 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. | ||
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Known issues / Roadmap | ||
====================== | ||
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* 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. | ||
- 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. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/rma/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 welcomed | ||
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
------- | ||
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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Ernesto Tejeda | ||
* Pedro M. Baeza | ||
* David Vidal | ||
* Víctor Martínez | ||
- Ernesto Tejeda | ||
- Pedro M. Baeza | ||
- David Vidal | ||
- Víctor Martínez | ||
|
||
* Chafique Delli <[email protected]> | ||
* Giovanni Serra - Ooops <[email protected]> | ||
- Chafique Delli <[email protected]> | ||
- Giovanni Serra - Ooops <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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This module is maintained by the OCA. | ||
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|
@@ -190,6 +196,6 @@ Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | |
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|maintainer-pedrobaeza| |maintainer-chienandalu| | ||
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This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/16.0/rma>`_ project on GitHub. | ||
This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/17.0/rma>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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@@ -0,0 +1,3 @@ | ||
[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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@@ -0,0 +1,22 @@ | ||
If you want RMAs to be created from incoming emails, you need to: | ||
|
||
1. Go to *Settings \> General Settings*. | ||
2. Check 'External Email Servers' checkbox under *Discuss* section. | ||
3. Set an 'alias domain' and an incoming server. | ||
4. Go to *RMA \> Configuration \> RMA Team* and select a team or create | ||
a new one. | ||
5. Go to 'Email' tab and set an 'Email Alias'. | ||
|
||
If you want to manually finish RMAs, you need to: | ||
|
||
1. Go to *Settings \> Inventory*. | ||
2. Set *Finish RMAs manually* checkbox on. | ||
|
||
By default, returns to customer are grouped by shipping address, | ||
warehouse and company. If you want to avoid this grouping you can: | ||
|
||
1. Go to *Settings \> Inventory*. | ||
2. Set *Group RMA returns by customer address and warehouse* checkbox | ||
off. | ||
|
||
The users will still be able to group those pickings from the wizard. |
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@@ -0,0 +1,7 @@ | ||
- [Tecnativa](https://www.tecnativa.com): | ||
- Ernesto Tejeda | ||
- Pedro M. Baeza | ||
- David Vidal | ||
- Víctor Martínez | ||
- Chafique Delli \<<[email protected]>\> | ||
- Giovanni Serra - Ooops \<<[email protected]>\> |
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@@ -1,8 +1,8 @@ | ||
This module allows you to manage `Return Merchandise Authorization (RMA) | ||
<https://en.wikipedia.org/wiki/Return_merchandise_authorization>`_. | ||
This module allows you to manage [Return Merchandise Authorization | ||
(RMA)](https://en.wikipedia.org/wiki/Return_merchandise_authorization). | ||
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. | ||
refunds in the same way as Odoo generates it. Besides, you have full | ||
integration of the RMA documents in the customer portal. |
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,3 @@ | ||
- 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. |
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