67 lines
2.3 KiB
ReStructuredText
67 lines
2.3 KiB
ReStructuredText
====================
|
||
After Sales Features
|
||
====================
|
||
|
||
As your business grows, having the right tool to support your helpdesk team on recording, tracking
|
||
and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to
|
||
generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite
|
||
interventions from a ticket’s page.
|
||
|
||
Set up the after sales services
|
||
===============================
|
||
|
||
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales
|
||
options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
|
||
|
||
.. image:: ./media/aftersales1.png
|
||
:align: center
|
||
|
||
Generate credit notes from tickets
|
||
----------------------------------
|
||
|
||
You can use a credit note to refund a customer or adjust the amount due. For that, simply go to
|
||
your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse*
|
||
generates a credit note, and you can *Post* it while still being in the *Helpdesk* app.
|
||
|
||
.. image:: ./media/aftersales2.png
|
||
:align: center
|
||
|
||
Allow product returns from tickets
|
||
----------------------------------
|
||
|
||
The process of a product return from your customer back to your warehouse is taken into action when,
|
||
at the ticket page, you choose the option *Return*.
|
||
|
||
.. image:: ./media/aftersales3.png
|
||
:align: center
|
||
|
||
Grant coupons from tickets
|
||
--------------------------
|
||
|
||
First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then,
|
||
in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one.
|
||
|
||
.. image:: ./media/aftersales4.png
|
||
:align: center
|
||
|
||
Repairs from tickets
|
||
--------------------
|
||
|
||
Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the
|
||
information as needed and choose the next step.
|
||
|
||
.. image:: ./media/aftersales5.png
|
||
:align: center
|
||
|
||
Plan onsite interventions from tickets
|
||
--------------------------------------
|
||
|
||
At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the
|
||
same way as if you were on the *Field Service* application.
|
||
|
||
.. image:: ./media/aftersales6.png
|
||
:align: center
|
||
:height: 300
|
||
|
||
.. seealso::
|
||
- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_ |