How to Analyse and Displayed the Details in the Customer Return in Odoo

Customer Return for Legacy Data is used to record product returns from past transactions.
Helps update inventory records with older return data. Allows entry of product, quantity, lot number, and reason for return.

To access the Customer return Inventory → Operations → Customer Return.

Analyse the Customer Return

Users can search, filter, and group by detailed information for each return record.

Search Option

In the search bar, we can search the :
Customer return Transfer Id , Name of the Customer, Customer Return Source Document, Customer return Product Name and Product Code, Customer Return Operation type, Return product Lot/Serial Number name.

Filter Option

In the Filter option, they are lot of filter option available:

Various filters help you manage stock transfers efficiently. The To Do filter shows transfers that need to be processed, while My Transfer displays the transfers assigned to you. Draft lists transfers that are not yet confirmed, and Waiting shows those that are pending further action or approval. The Ready filter highlights transfers that are ready to be processed.

Receipts displays incoming stock items that need to be received, and Deliveries shows items scheduled for delivery to customers. The Internal filter is used for transfers happening within company locations, and Customer Return displays items being returned by customers.

Group By

In the Group By option, we can categorise data based one or more:

Status allows you to group receipts based on their current stage, while Scheduled Date groups them according to the date they are planned to be processed. The Source Document option groups receipts by the original document they are linked to, and Operation Type organises them based on the type of inventory operation involved.

Display the details in Customer Return

The customer return details include several key fields. The Reference shows the unique reference ID of the return, such as CHNSF/CHN/IN/00078. The Date indicates when the customer return was validated. The Customer field displays the name of the customer who returned the goods, while the Reason for Return explains why the products are being sent back. The Company field shows the name of the company handling the return.

Status: Indicates the current status of the return process:

• Draft – This not yet confirmed the return process
• Ready – The ready status, has been approved status
• Done – The return process has been completed.