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Understanding Sale State Odoo Return​ By FAIRCHANCE FOR CRM

Understanding Sale State Odoo Return​ By FAIRCHANCE FOR CRM. In Odoo, managing sales orders is an essential part of streamlining the sales process for businesses. A sales order goes through various stages or states, such as draft, confirmed, delivered, invoiced, and canceled. Handling returns is an integral aspect of the sales workflow, as customers may request to return goods for reasons like defects, wrong items, or other issues.

In this article, we’ll explore how Sale State Odoo Return, focusing on the return process, and provide coding examples to help you manage and extend return functionality effectively.

Also Read: 

Overview of Sale State Odoo Return​

Odoo sales orders go through a series of states as they move from initial creation to finalization. These states include:

  1. Draft: The sales order is in a draft state and has not yet been confirmed. In this state, the order can be edited.
  2. Sales Order (Confirmed): Once confirmed, the sales order is locked for further editing. The system typically generates stock moves to fulfill the order.
  3. Delivery (Done): When the products are delivered, the order moves to the “Done” state in the delivery process. Stock levels are updated.
  4. Invoiced: After delivery, the system generates an invoice. Once the invoice is created, the order is marked as invoiced.
  5. Cancelled: If the order is canceled at any point, either before delivery or after, it will enter the “Cancelled” state.

The return process often ties into these states. For example, when a customer returns goods, Odoo will need to manage stock movements and possibly generate a credit note.

Process of Sale State Odoo Return​

When a customer wants to return goods, there are several steps involved, such as creating return orders, managing the stock, and issuing a credit note or refund. In Odoo, these processes are tightly integrated with the sales and inventory modules.

Key Concepts for Handling Returns

  • RMA (Return Merchandise Authorization): In Odoo, a return is typically initiated through the creation of a return order or an RMA.
  • Stock Return: The inventory must be updated when items are returned. Odoo allows you to create return shipments to move items back into stock.
  • Credit Notes: Once the return is processed, Odoo can automatically generate a credit note or refund to the customer, adjusting the financial records accordingly.

States Involved in Sale Order Return Process

When handling returns, the following states are typically relevant:

  1. Returned: After a product is returned, the state of the delivery order changes to ‘Returned,’ and stock is updated.
  2. Credit Note: If the return requires a refund, Odoo can generate a credit note to reverse the invoiced amount.

Step-by-Step Process for Sale State Odoo Return​

Step 1: Create a Return from a Sales Order

In Sale State Odoo Return, when a product is returned, a return can be created from the delivery order. A customer can request to return specific products, and a return process can be initiated from the “Delivery” section in the sales order.

Manual Steps:

  1. Open the sales order and go to the “Delivery” tab.
  2. Select the “Return” option next to the product(s) that need to be returned.
  3. Confirm the return. Odoo will generate a return delivery and adjust the stock levels accordingly.

Step 2: Create Credit Note for Returned Products

Once the products are returned, you may need to issue a credit note. This can be done automatically in Odoo by following these steps:

  1. Go to the sales order.
  2. Under the “Invoicing” tab, select “Create Credit Note.”
  3. Choose the return quantity and confirm the credit note.

Now, let’s look at some examples of how to automate or extend this functionality using Odoo’s Python code and views.

Example 1: Automating Return Creation with Custom Code

This code snippet creates a custom method to handle product returns automatically. It will allow the creation of a return order for a specific product when the sales order moves to a certain state (e.g., “Delivered”).

python
from odoo import models, fields, api

class SaleOrder(models.Model):
_inherit = 'sale.order'

@api.multi
def action_create_return(self):
for order in self:
# Only create a return if the order has been delivered
if order.state == 'sale':
# Loop through each order line to create a return for the products
for line in order.order_line:
if line.product_id.type == 'product' and line.qty_delivered > 0:
return_vals = {
'sale_order_id': order.id,
'product_id': line.product_id.id,
'product_uom_qty': line.qty_delivered,
'location_id': order.picking_ids[0].location_dest_id.id, # Destination location
'location_dest_id': order.picking_ids[0].location_id.id, # Return location
}
# Create a stock picking for the return
self.env['stock.picking'].create(return_vals)
return True

Explanation:

  • This code checks if a sales order has been confirmed and delivered. If so, it loops through each order line and creates a return (stock picking) for the delivered products.
  • The stock.picking model is used to create a return shipment.

Example 2: Generating a Credit Note After a Return

In this example, we automatically generate a credit note after a return order is confirmed.

python
from odoo import models, fields, api

class SaleOrder(models.Model):
_inherit = 'sale.order'

@api.multi
def action_generate_credit_note(self):
for order in self:
# Check if the return is valid and the order is delivered
if order.state == 'sale' and order.picking_ids.filtered(lambda p: p.state == 'done'):
# Create a credit note for the return
invoice = order.invoice_ids.filtered(lambda i: i.state == 'open')
if invoice:
credit_note_vals = {
'invoice_origin': order.name,
'type': 'out_refund',
'partner_id': order.partner_id.id,
'invoice_line_ids': [(0, 0, {
'product_id': line.product_id.id,
'quantity': line.product_uom_qty,
'price_unit': -line.price_unit, # Negative to refund
}) for line in order.order_line],
}
# Create the credit note
credit_note = self.env['account.invoice'].create(credit_note_vals)
credit_note.action_invoice_open() # Validate the credit note
return True

Explanation:

  • This code checks if a sales order has been delivered and then creates an automatic credit note for the returned products.
  • The credit note is generated as an “out_refund” invoice type, with negative amounts reflecting the refund process.

Example 3: Customizing the Sale Order View to Include a Return Button

You can also add a custom button in the sale order form view that allows users to trigger the return and credit note generation manually. Here is an example of adding a button in the XML view.

xml
<record id="view_order_form_return" model="ir.ui.view">
<field name="name">sale.order.form.return</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="arch" type="xml">
<button name="action_confirm" position="after">
<button name="action_create_return" string="Create Return" type="object" class="oe_highlight"/>
<button name="action_generate_credit_note" string="Generate Credit Note" type="object" class="oe_highlight"/>
</button>
</field>
</record>

Explanation:

  • The code adds two buttons, “Create Return” and “Generate Credit Note,” right after the “Confirm” button in the sale order form view.
  • These buttons are linked to the Python methods we defined earlier to handle the return and credit note generation.

Conclusion

Sale State Odoo Return involves managing both stock movements and financial transactions, such as credit notes. The sale order states (like confirmed, delivered, and invoiced) work together with the inventory and accounting modules to automate this process.

Through Odoo’s flexible API and customizable workflows, you can extend the default behavior to suit your business needs. By implementing custom Python methods and UI modifications, you can create a seamless experience for handling returns, stock updates, and credit notes directly from the sales order interface.

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Yasir Baig

My name is Mirza Yasir Baig. As an experienced content writer and web developer, I specialize in creating impactful digital experiences. With expertise in WordPress programming and the MERN stack, I have built and managed various web platforms, including the different a dedicated resource for both Pakistani and international students seeking quality courses and training programs. My work is driven by a passion for education and technology, ensuring that content is not only engaging but also optimized for search engines (SEO) to reach a wider audience.

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