Refund Return Pickings in Sales Orders

Add an option to refund return pickings

Technical Name:
sale_stock_picking_return_invoicing
Version:
9.0
License:
Author:
Tecnativa
  • Odoo Version

License: AGPL-3

Refund Returned Pickings from Sales Orders

This module extends the functionality of sales orders to support marking some returned pickings as "To refund in Sale Order" and to allow you to create invoices deducting the products that are returned and refunded. Also allows to modify stock move field to_refund_so after it has been confirmed.

Usage

To use this module, when some customer returns some refundable products to you before you created an invoice, you need to:

  1. Go to Sales > Sales Orders > Create.
  2. Choose a customer and add a product whose Invoicing Policy is Delivered quantities, and input some quantity to sell.
  3. Confirm the sale.
  4. Go to Delivery > Validate > Apply > Reverse.
  5. Set Quantity to a lower quantity than the sold one, and enable To Refund.
  6. Press Return > Validate > Apply.
  7. Go back to the sale order.
  8. Press Create Invoice > Invoiceable lines > Create and View Invoices.
  9. The created invoice's amount will be the difference between the delivered and the returned quantity.

To use this module, when some customer returns some refundable products to you after you created an invoice, you need to:

  1. Go to Sales > Sales Orders > Create.
  2. Choose a customer and add a product whose Invoicing Policy is Delivered quantities, and input some quantity to sell.
  3. Confirm the sale.
  4. Go to Delivery > Validate > Apply.
  5. Return to the sale order.
  6. Press Create Invoice > Invoiceable lines > Create and View Invoices.
  7. The created invoice's amount is the same you sold.
  8. Return to the sale order.
  9. Go to Delivery > Reverse.
  10. Set Quantity to a lower quantity than the sold one, and enable To Refund.
  11. Press Return > Validate > Apply.
  12. Return to the sale order.
  13. Press Create Invoice > Invoiceable lines (deduct down payments) > Create and View Invoices.
  14. A refund is created for the quantity you returned before.

For allowing to refund quantities after the picking has been confirmed, you can change the value of 'Refund Options' field.

Try me on Runbot

Known issues / Roadmap

Bug Tracker

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Credits

Images

  • Odoo Community Association: Icon.

Contributors

Maintainer

Odoo Community Association

This 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.

To contribute to this module, please visit https://odoo-community.org.