250bc3ab21
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2066
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ReStructuredText
68 lines
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ReStructuredText
====================
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After Sales Features
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====================
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As your business grows, having the right tool to support your helpdesk team on recording, tracking
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and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to
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generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite
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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:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales
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options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
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.. image:: after_sales/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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You can use a credit note to refund a customer or adjust the amount due. For that, simply go to
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your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse*
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generates a credit note, and you can *Post* it while still being in the *Helpdesk* app.
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.. image:: after_sales/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 your customer back to your warehouse is taken into action when,
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at the ticket page, you choose the option *Return*.
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.. image:: after_sales/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 in the *Sales* or *Website* application. Then,
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in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one.
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.. image:: after_sales/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 your ticket page, a new repair order form is shown. Fill in the
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information as needed and choose the next step.
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.. image:: after_sales/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's page click on *Plan Intervention*, and set up your onsite intervention exactly the
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same way as if you were on the *Field Service* application.
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.. image:: after_sales/aftersales6.png
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:align: center
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:height: 300
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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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