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| 1 | +================================== |
| 2 | +Stock Picking Return Refund Option |
| 3 | +================================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:faadfb1fb3ffb287a70b251e5ae89daa22f18cce203e1e3878cfbf21a6c5fc3e |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Production/Stable |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/account-invoicing/tree/18.0/stock_picking_return_refund_option |
| 21 | + :alt: OCA/account-invoicing |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-stock_picking_return_refund_option |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=18.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends the functionality of sales and purchase orders to |
| 32 | +support modify stock move field to_refund after it has been confirmed. |
| 33 | + |
| 34 | +**Table of contents** |
| 35 | + |
| 36 | +.. contents:: |
| 37 | + :local: |
| 38 | + |
| 39 | +Installation |
| 40 | +============ |
| 41 | + |
| 42 | +1. This module requires the additional installation of sale_stock or |
| 43 | + purchase modules for enabling the features it contains. |
| 44 | + |
| 45 | +Usage |
| 46 | +===== |
| 47 | + |
| 48 | +To use this module, when some customer returns some refundable products |
| 49 | +to you after you created an invoice, you need to: |
| 50 | + |
| 51 | +For a sale order: |
| 52 | + |
| 53 | +1. Go to *Sales > Sales Orders > Create*. |
| 54 | +2. Choose a customer and add a product whose *Invoicing Policy* is |
| 55 | + *Delivered quantities*, and input some quantity to sell. |
| 56 | +3. Confirm the sale. |
| 57 | +4. Go to *Delivery > Validate > Apply*. |
| 58 | +5. Return to the sale order. |
| 59 | +6. Press *Create Invoice > Invoiceable lines > Create and View |
| 60 | + Invoices*. |
| 61 | +7. The created invoice's amount is the same you sold. |
| 62 | +8. Return to the sale order. |
| 63 | +9. Go to *Delivery > Return*. |
| 64 | +10. Set *Quantity* to a lower quantity than the sold one, and enable *To |
| 65 | + Refund*. |
| 66 | +11. Press *Return > Validate > Apply*. |
| 67 | +12. Return to the sale order. |
| 68 | +13. Press *Create Invoice > Invoiceable lines (deduct down payments) > |
| 69 | + Create and View Invoices*. |
| 70 | +14. A refund is created for the quantity you returned before. |
| 71 | + |
| 72 | +For allowing to refund quantities after the picking has been confirmed |
| 73 | +if you did not check 'to refund' in wizard, you can change the value of |
| 74 | +'Refund Options' field. |
| 75 | + |
| 76 | +To use this module, when you return some refundable products to your |
| 77 | +supplier after you created an invoice, you need to: |
| 78 | + |
| 79 | +1. Go to *Purchase > Purchase Orders > Create*. |
| 80 | +2. Choose a supplier and add a product whose *Invoicing Policy* is |
| 81 | + *Delivered quantities*, and input some quantity to buy. |
| 82 | +3. Confirm the order. |
| 83 | +4. Go to *Delivery > Validate > Apply*. |
| 84 | +5. Return to the purchase order. |
| 85 | +6. Press on smart button "Invoices" and create one. |
| 86 | +7. The created invoice's amount is the same you sold. |
| 87 | +8. Return to the purchase order. |
| 88 | +9. Go to *Delivery > Return*. |
| 89 | +10. Set *Quantity* to a lower quantity than you bought, and enable *To |
| 90 | + Refund*. |
| 91 | +11. Press *Return > Validate > Apply*. |
| 92 | +12. Return to the purchase order. |
| 93 | + |
| 94 | +For allowing to refund quantities after the picking has been confirmed |
| 95 | +if you did not check 'to refund' in wizard, you can change the value of |
| 96 | +'Refund Options' field. |
| 97 | + |
| 98 | +Bug Tracker |
| 99 | +=========== |
| 100 | + |
| 101 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_. |
| 102 | +In case of trouble, please check there if your issue has already been reported. |
| 103 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 104 | +`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20stock_picking_return_refund_option%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 105 | + |
| 106 | +Do not contact contributors directly about support or help with technical issues. |
| 107 | + |
| 108 | +Credits |
| 109 | +======= |
| 110 | + |
| 111 | +Authors |
| 112 | +------- |
| 113 | + |
| 114 | +* Tecnativa |
| 115 | + |
| 116 | +Contributors |
| 117 | +------------ |
| 118 | + |
| 119 | +- `Tecnativa <https://www.tecnativa.com>`__: |
| 120 | + |
| 121 | + - Sergio Teruel |
| 122 | + - César A. Sánchez |
| 123 | + - Carlos Roca |
| 124 | + |
| 125 | +Maintainers |
| 126 | +----------- |
| 127 | + |
| 128 | +This module is maintained by the OCA. |
| 129 | + |
| 130 | +.. image:: https://odoo-community.org/logo.png |
| 131 | + :alt: Odoo Community Association |
| 132 | + :target: https://odoo-community.org |
| 133 | + |
| 134 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 135 | +mission is to support the collaborative development of Odoo features and |
| 136 | +promote its widespread use. |
| 137 | + |
| 138 | +.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px |
| 139 | + :target: https://github.com/sergio-teruel |
| 140 | + :alt: sergio-teruel |
| 141 | + |
| 142 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 143 | + |
| 144 | +|maintainer-sergio-teruel| |
| 145 | + |
| 146 | +This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/18.0/stock_picking_return_refund_option>`_ project on GitHub. |
| 147 | + |
| 148 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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