Metadata-Version: 2.1
Name: odoo-addon-rma_sale_stock_restocking_fee_invoicing
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-rma_sale==18.0.*
Requires-Dist: odoo-addon-sale_stock_restocking_fee_invoicing==18.0.*
Requires-Dist: odoo-addon-stock_move_propagate_first_move==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Extends the RMA flow to automatically apply fixed or percentage restocking fees.
Home-page: https://github.com/OCA/rma
License: AGPL-3
Author: ACSONE SA/NV,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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=======================================
Rma Sale Stock Restocking Fee Invoicing
=======================================

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This module extends the standard RMA flow and the behavior of
``sale_stock_restocking_fee_invoicing`` by allowing:

- Fixed or percentage-based restocking fees.
- Restocking fees configurable on the RMA operation or directly on the
  RMA itself.
- Automatic fee application at last step of RMA receipt.
- Integration with different refund strategies:

  - Update sale order quantity.
  - Manual refund after receipt.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

RMAs often involve administrative and logistic processing costs when
goods are returned. Depending on the company policy and the nature of
the return, these costs may be passed on to the customer as a
*restocking fee*. These restocking fees can be fixed before the customer
returns the product (in case of a late return demand for eg) or decided
in the middle of the return process (if the product is damaged for eg).

Configuration
=============

To enable and configure restocking fees for RMAs:

1. Go to **RMA / Configuration / Operations**.
2. Open the RMA operation for which restocking fees should apply.
3. Set **Restocking Fee Type**:

   - **Fixed Amount**: A fixed amount will be added or invoiced.
   - **Percentage**: A percentage of the original sale line subtotal is
     used.

4. Set the **Restocking Fee Amount**:

   - If *fixed*: monetary amount.
   - If *percentage*: value between 0 and 100.

It is also possible to add, remove or change restocking fees directly on
the RMA, as soon as the last move of the return moves is not validated
yet.

Usage
=====

Applying a Restocking Fee
-------------------------

1. Create or select a sale order.
2. Deliver the products.
3. Initiate an RMA from the sale order.

The RMA operation determines how the fee will be applied:

1. Update Quantity Strategy
~~~~~~~~~~~~~~~~~~~~~~~~~~~

If the RMA operation "Refund Action" is "Update Quantities":

- A restocking fee sale order line is automatically added when the last
  move of the reception chain is validated.
- The fee value depends on the selected fee type.

2. Manual Refund Strategy
~~~~~~~~~~~~~~~~~~~~~~~~~

If the RMA operation uses "Refund Action" is different than "Update
Quantities"

- A restocking fee invoice is automatically created when the last move
  of the reception chain is validated.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/rma/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma_sale_stock_restocking_fee_invoicing%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* ACSONE SA/NV

Contributors
------------

- Souheil Bejaoui - ACSONE SA/NV souheil.bejaoui@acsone.eu
- Marie Lejeune - ACSONE SA/NV marie.lejeune@acsone.eu

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sbejaoui| image:: https://github.com/sbejaoui.png?size=40px
    :target: https://github.com/sbejaoui
    :alt: sbejaoui

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sbejaoui| 

This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/18.0/rma_sale_stock_restocking_fee_invoicing>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
