4bb2eeda11
- Removed the numbering from headings because it was either inconsistent, breaking the implicit hyperlink target or useless. - Fixed incorrect heading formattings. - Replaced hand-written flows by the :menuselection: directive
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2.4 KiB
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67 lines
2.4 KiB
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==========================================================================
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After sales features: refund, coupon, return, repair, onsite interventions
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==========================================================================
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As my business grows, having the tools to allow my helpdesk team to record, track and manage issues
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raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return
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products, grant coupons, do repairs and plan onsite interventions from a ticket’s page.
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Set up the After Sales services
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===============================
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Go to :menuselection:`Configuration --> Helpdesk Teams` and enable the After Sales options:
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*Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
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.. image:: ./media/aftersales1.png
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:align: center
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Generate credit notes from tickets
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=========================================
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I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to
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my ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* the
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credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app.
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.. image:: ./media/aftersales2.png
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:align: center
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Allow product returns from tickets
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==================================
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The process of a product return from my customer back to my warehouse will be taken into action
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when, at the ticket page, I choose the option *Return*.
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.. image:: ./media/aftersales3.png
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:align: center
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Grant coupons from tickets
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==========================
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First, be sure to have your *Coupon Program* planned at the *Sales or Website* app. At the
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*Helpdesk* app, I will open my ticket and click on *Coupon*, choose the
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:menuselection:`Coupon Program --> Generate`.
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.. image:: ./media/aftersales4.png
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:align: center
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Repairs from tickets
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====================
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Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the
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rest of the fields as needed and choose the next step.
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.. image:: ./media/aftersales5.png
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:align: center
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Plan onsite interventions from tickets
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======================================
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At the ticket page, I can now configure my onsite interventions exactly the same way I would do
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being on the *Field Service* app, clicking on *Plan Intervention*.
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.. image:: ./media/aftersales6.png
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:align: center
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.. seealso::
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* `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
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* :doc:`../manufacturing/repair/repair` |