How to create a Customer Return for Legacy Data in Odoo

Customer return for legacy data is mainly used to record and manage products returned by customers. It helps update stock levels and maintain accurate inventory, and ensures proper tracking of return reasons and quantities.

Navigate to Customer returns, Inventory -> Operations -> Customer Returns.

Creating a Customer Return

Click +New in the customer return screen to create a new document.

Select the Customer from the dropdown. By default, the Operation type is set to selling floor : Receipts and the Select the reason for return from the dropdown. Note: Reason for return is a mandatory field. Choose Destination location where the returned goods will be received. The stock will be returned and stored in the selected Destination.

Note: Once you save, a reference id is generated.

Select the Product in the Customer Return

Adding Products Customer Returns

Products can be added by:

• Product Code
• Product Name
• Scanning the Product Barcode
• Scanning the Lot Barcode

Once a product is selected, the Unit of Measure is automatically filled in the Unit field. Enter the Demand Quantity of the product that the customer is returning, and specify the exact quantity of the product being returned by the customer.

Once you click Mark as Todo, the status will change from Draft to Ready.

Validate the Customer Return

After clicking Mark as To-Do to proceed to the next screen, the Price, Quantity, and Available Lots fields will be displayed. Select the appropriate lot for the product being returned in the Available Lot field. For serial number products, in the Detailed Operations, select the serial number. The Quantity field is automatically filled based on the value entered in the Demand field.

The Price field initially displays a value of 0 until a lot is selected. Once a lot is selected, the sales price of the product is displayed in the Price field. Enter all required details. Click the Validate button to confirm the return transaction.

For the lot, the following will be updated accordingly:

• On-hand quantity
• Total value
• Average cost