退货和退款¶

The Odoo Sales app provides two different ways to process returns. The method used depends on whether or not an invoice has been sent.

Before invoicing¶

Returns are completed using Reverse Transfers when a customer decides to return a product before an invoice has been sent or validated.

To start a return before invoicing, navigate to the Sales app, select the desired sales order, and click on the Delivery smart button to open the associated delivery order.

On the validated delivery order, click Return.

This opens a Reverse Transfer pop-up window.

By default, the Quantity matches the validated quantities from the delivery order. Update the quantities, if necessary. Click on the 🗑️ (trash) icon next to a line item to remove it from the return.

Next, click Return to confirm the return. This generates a new warehouse operation for the incoming returned product(s).

Upon receiving the return, the warehouse team validates the warehouse operation by clicking Validate. Then, on the original sales order, the Delivered quantity updates to reflect the difference between the initial validated quantities and the returned quantities.

When an invoice is created, the customer receives an invoice only for the products they are keeping, if any.

After invoicing¶

Sometimes, customers return an item after they receive and/or pay for their invoice. In these cases, a return using only Reverse Transfers is insufficient since validated, or sent, invoices cannot be changed.

However, Reverse Transfers can be used in conjunction with Credit Notes to complete the customer’s return.

To start a return after invoicing, navigate to the relevant sales order in the Sales app.

If there is a payment registered on the sales order, the payment details appear in the chatter, and the invoice (accessible through the Invoices smart button) has a green In Payment banner.

在销售订单中，点击 送货 智能按钮，查看已验证的送货订单。然后，点击 退货 弹出 逆向转移 窗口。

然后，根据退货的需要编辑 产品 和/或 数量。然后，点击 退货。这将为收到的退货产品生成一个新的仓库操作，一旦收到退货，点击 验证 即可由仓库团队进行验证。

然后，在销售订单上，更新 已送达 数量，以反映初始验证数量和退回数量之间的差额。

要处理退款，请导航至相关发票（从销售订单点击 发票 智能按钮）。然后，点击已验证发票顶部的 贷记单 按钮。

这样做会弹出 贷记单 表单。

首先输入 贷记单上显示的原因 和特定的 日记账 来处理贷记。然后，选择特定的 逆转日期。

填写信息后，点击 逆转 或 逆转和创建发票。然后，根据需要编辑草稿。

最后，点击 确认，以确认贷记单。

When complete, a blue banner reading: You have outstanding credits for this customer. You can allocate them to mark this invoice as paid. appears at the top of the page.