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How can i record sales return in OpenERP

on 4/30/13, 11:03 AM 1,060 views

hi sir,

how can i record sales return in OpenERP?

On 1/25/16, 6:47 AM


As per your query, in order to record sales return in Odoo, the following steps can be followed :-

1) Go to Sales Order under Sales menu. Then go to the Delivery Order of the respective Sales Order and click on the Reverse Order. On doing so you will get a pop up window where you can see the product which is to be returned along with the invoicing function requirement for that product return. If we select invoicing as required for that return that an invoice also will get generated for that return

2) On doing so, in the Warehouse dashboard under Warehouse menu, you will have one operation Ready in “Your Company Receipts”. On clicking in the operation you will get a window where in you would be required to click on Transfer. On clicking on the Transfer button the item will be transferred from Customer/Partner Location to Warehouse Location

3) Now as the item has be transferred from Customer/Partner Location, we will have the option to create an Invoice,on the same window on tranfer operation is completed (Non Mandatory. Note :- It becomes mandate if we have selected that invoicing as required functionality while confirming the Reverse Order). Now once we created an invoice of the refund we will get to see a draft invoice under Accounting menu>Customer>Customer Refunds

4) Now on clicking on the draft customer refund invoice, we have the option to either validate the invoice or Cancel it. Once we Validate the draft invoice, we would have the option to Register Payment along with option to Cancel it.

5) Once we click on the Register payment, we will get an window to Refund the amount. Once we pay that, the status of the Customer Refund invoice would have status as Paid

Hopes this helps



Ray Carnes

--Ray Carnes--
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 1/20/16, 7:08 PM

If the product is being sent back to your company, and you are refunding money, then start at (1).  If you are only refunding money, start at step (3):

(1) Find the Delivery Order for the original order and click REVERSE, choosing the product and quantity being returned.

(2) Validate the Incoming Receipt to update Inventory (send these items to your returned goods location if damaged).

(3) Find the Invoice for the original order and click REFUND INVOICE, choosing 'Create a draft Refund' as the Refund Method.  Edit the resulting Refund Invoice to account for the product and quantity being refunded and any restocking fee.

(4) Validate the Refund Invoice.

(5) Either keep the invoice open, to be used next time the Customer orders (as a credit), or pay it if you are sending their money back to them.

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Asked: 4/30/13, 11:03 AM
Seen: 1060 times
Last updated: 1/25/16, 6:47 AM