{"id":32965,"date":"2025-11-19T06:21:36","date_gmt":"2025-11-19T06:21:36","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=32965"},"modified":"2025-11-28T12:34:15","modified_gmt":"2025-11-28T12:34:15","slug":"create-a-customer-return-for-legacy-data-in-odoo-2","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/inventory\/create-a-customer-return-for-legacy-data-in-odoo-2\/","title":{"rendered":"How to create a Customer Return for Legacy Data in Odoo"},"content":{"rendered":"\n<p><strong>Customer return <\/strong>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.<\/p>\n\n\n\n<p>Navigate to Customer returns, <strong>Inventory -&gt; Operations -&gt; Customer Returns.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating a Customer Return<\/strong><\/h2>\n\n\n\n<p>Click <strong>+New<\/strong> in the customer return screen to create a new document.<\/p>\n\n\n\n<p>Select the <strong>Customer<\/strong> from the dropdown. By default, the <strong>Operation type<\/strong> is set to <strong>selling floor <\/strong>: <strong>Receipts<\/strong> and the Select the <strong>reason for return<\/strong> from the dropdown. Note:<em><strong> <\/strong><\/em>Reason for return is a <strong>mandatory<\/strong> field. Choose <strong>Destination<\/strong> <strong>location<\/strong> where the returned goods will be received. The stock will be returned and stored in the selected Destination.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"174\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Contact-Details-1024x174.png\" alt=\"Odoo Inventory Customer Return \tContact Details\" class=\"wp-image-32972\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Contact-Details-1024x174.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Contact-Details-300x51.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Contact-Details-768x130.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Contact-Details.png 1155w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Note: Once you save, a <strong>reference id<\/strong> is generated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Select the Product in the Customer Return<\/h2>\n\n\n\n<p>Adding Products Customer Returns<\/p>\n\n\n\n<p>Products can be added by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Product Code<\/li>\n\n\n\n<li>Product Name<\/li>\n\n\n\n<li>Scanning the Product Barcode<\/li>\n\n\n\n<li>Scanning the Lot Barcode<\/li>\n<\/ul>\n\n\n\n<p>Once a product is selected, the <strong>Unit of Measure<\/strong> is automatically filled in the <strong>Unit<\/strong> field. Enter the <strong>Demand Quantity <\/strong>of the product that the customer is returning, and specify the exact quantity of the product being returned by the customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"183\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Product-Details-1-1024x183.png\" alt=\"Odoo Inventory Customer Return Product Details\" class=\"wp-image-32979\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Product-Details-1-1024x183.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Product-Details-1-300x54.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Product-Details-1-768x137.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Product-Details-1.png 1173w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you click <strong>Mark as Todo<\/strong>, the status will change from <strong>Draft to Ready<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Validate the Customer Return<\/h2>\n\n\n\n<p>After clicking <strong>Mark as To-Do<\/strong> to proceed to the next screen, the <strong>Price<\/strong>,<strong> Quantity<\/strong>, and <strong>Available Lots <\/strong>fields will be displayed. Select the appropriate lot for the product being returned in the <strong>Available Lot<\/strong> field<strong>. <\/strong>For serial number products, in the <strong>Detailed Operations<\/strong>, select the serial number. The <strong>Quantity<\/strong> field is automatically filled based on the value entered in the <strong>Demand<\/strong> field.<\/p>\n\n\n\n<p>The <strong>Price<\/strong> 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 <strong>Price<\/strong> field. Enter all required details. Click the <strong>Validate<\/strong> button to confirm the return transaction.<\/p>\n\n\n\n<p>For the lot, the following will be updated accordingly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On-hand quantity<\/li>\n\n\n\n<li>Total value<\/li>\n\n\n\n<li>Average cost<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"185\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Validate-1024x185.png\" alt=\"\" class=\"wp-image-32980\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Validate-1024x185.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Validate-300x54.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Validate-768x139.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Customer-Return-Validate.png 1167w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Customer return for legacy data is mainly used to record and manage products returned by customers. It helps update stock [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[382],"tags":[517,99],"class_list":["post-32965","post","type-post","status-publish","format-standard","hentry","category-inventory","tag-customer-return","tag-inventory"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32965","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=32965"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32965\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=32965"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=32965"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=32965"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}