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Initial commit: OCA Technical packages (595 packages)
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21
odoo-bringout-oca-rma-rma/rma/readme/CONFIGURE.rst
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odoo-bringout-oca-rma-rma/rma/readme/CONFIGURE.rst
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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*.
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#. Check 'External Email Servers' checkbox under *Discuss* section.
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#. Set an 'alias domain' and an incoming server.
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#. Go to *RMA > Configuration > RMA Team* and select a team or create a new
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one.
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#. 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*.
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#. Set *Finish RMAs manually* checkbox on.
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By default, returns to customer are grouped by shipping address, warehouse and company.
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If you want to avoid this grouping you can:
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#. Go to *Settings > Inventory*.
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#. 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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odoo-bringout-oca-rma-rma/rma/readme/CONTRIBUTORS.rst
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odoo-bringout-oca-rma-rma/rma/readme/CONTRIBUTORS.rst
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Ernesto Tejeda
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* Pedro M. Baeza
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* David Vidal
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* Víctor Martínez
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* Chafique Delli <chafique.delli@akretion.com>
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* Giovanni Serra - Ooops <giovanni@ooops404.com>
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* Michael Tietz (MT Software) <mtietz@mt-software.de>
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* Jacques-Etienne Baudoux - BCIM <je@bcim.be>
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* Souheil Bejaoui - ACSONE SA/NV <souheil.bejaoui@acsone.eu>
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odoo-bringout-oca-rma-rma/rma/readme/DESCRIPTION.rst
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odoo-bringout-oca-rma-rma/rma/readme/DESCRIPTION.rst
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This module allows you to manage `Return Merchandise Authorization (RMA)
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<https://en.wikipedia.org/wiki/Return_merchandise_authorization>`_.
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RMA documents can be created from scratch, from a delivery order or from
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an incoming email. Product receptions and returning delivery operations
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of the RMA module are fully integrated with the Receipts and Deliveries
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Operations of Odoo inventory core module. It also allows you to generate
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refunds in the same way as Odoo generates it.
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Besides, you have full integration of the RMA documents in the customer portal.
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odoo-bringout-oca-rma-rma/rma/readme/ROADMAP.rst
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odoo-bringout-oca-rma-rma/rma/readme/ROADMAP.rst
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* As soon as the picking is selected, the user should select the move,
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but perhaps stock.move _rec_name could be improved to better show what
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the product of that move is.
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* Add RMA reception and/or RMA delivery on several steps - 2 or 3 - like
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normal receptions/deliveries. It should be a separate option inside the
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warehouse definition.
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odoo-bringout-oca-rma-rma/rma/readme/USAGE.rst
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odoo-bringout-oca-rma-rma/rma/readme/USAGE.rst
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To use this module, you need to:
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#. Go to *RMA > Orders* and create a new RMA.
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#. Select a partner, an invoice address, select a product
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(or select a picking and a move instead), write a quantity, fill the rest
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of the form and click on 'confirm' button in the status bar.
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#. You will see an smart button labeled 'Receipt'. Click on that button to see
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the reception operation form.
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#. If everything is right, validate the operation and go back to the RMA to
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see it in a 'received' state.
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#. Now you are able to generate a refund, generate a delivery order to return
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to the customer the same product or another product as a replacement, split
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the RMA by extracting a part of the remaining quantity to another RMA,
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preview the RMA in the website. All of these operations can be done by
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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
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accessible via the smart button labeled Refund. The RMA will be set
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automatically to 'Refunded' state when the refund is validated.
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* If you click on 'Replace' or 'Return to customer' button instead,
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a popup wizard will guide you to create a Delivery order to the client
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and this order will be accessible via the smart button labeled Delivery.
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The RMA will be set automatically to 'Replaced' or 'Returned' state when
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the RMA quantity is equal or lower than the quantity in done delivery
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orders linked to it.
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#. You can also finish the RMA without further ado. To do so click on the *Finish*
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button. A wizard will ask you for the reason from a selection of preconfigured ones.
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Be sure to configure them in advance on *RMA > Configuration > Finalization Reasons*.
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Once the RMA is finished, it will be set to that state and the reason will be
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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.
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#. Check "Create RMAs" checkbox in the returning wizard, select the RMA
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stock location and click on 'Return' button.
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#. An RMA will be created for each product returned in the previous step.
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Every RMA will be in confirmed state and they will
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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.
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- Subscribe users to notifications.
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- Create RMAs from incoming mail to special aliases (See configuration
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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*
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#. Create a new team and assign a name, a responsible and members.
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#. Subscribe users to notifications, that can be of these subtypes:
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- RMA draft. When a new RMA is created.
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- Notes, Debates, Activities. As in standard Odoo.
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#. In the list view, use the cross handle to sort RMA Teams. The top team
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will be the default one if no team is set.
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