How to handle product returns (create avoir + automatic stock reinjection)

Developing for Dolibarr
,
1

Here’s my workflow:

  1. I create a quotation (devis) for the client.
  2. Then I convert it into a customer order (bon de commande).
  3. From the order, I generate a shipment (fiche d’expédition).
  4. After shipping, I create and validate the invoice (facture).
  5. The payment is recorded.

Now, the client is returning some of the products after everything was processed.

I want to do things the right way:

  • I plan to create an avoir (credit note) for the returned items.
  • But I also want the returned products to go back into stock automatically.

My questions:

  • What is the correct process to handle this situation in Dolibarr?
  • When I create a credit note, is there a way to automatically reinject the returned products into stock?
  • Is there a module or setting to help with automating this?

Thanks in advance for your help!
I’m using Dolibarr version [20.0.3].

2

Hi @Yassine

I don’t think Dolibarr has this type of functionality (Product return). You can find a module in Dolistore Product returns or you will have to develop one.

Best regards
Saikat Koley

3

If I understand you correctly, Dolibarr already has this function built-in

In the Stocks module enable

Decrease real stocks on validation of customer invoice/credit note.

When you validate a credit note you will be prompted for the warehouse to put the returning stock in. After the validation is complete the stock will have increased.

When you validate an invoice you will be prompted for a warehouse to take stock from. Stock will be decreased.

So you need to have the stocks module enabled in addition to the products module and have at least one warehouse.

4

I made a free/open source module for this: GitHub - zacharymelo/doli-returns: A module for managing product returns in Dolibarr · GitHub

It does most of what you want, which is handle the flow of products back into stock and the crediting process. I am still working on it, and it’s tested up to v22.

The module adds a new object type ‘Customer Returns’ which are objects that you can create by selecting a third party, which will show all their shipments with lines from the shipment displayed. Select the coresponding shipment and it will move the specific serial/product back into the specified warehouse.

I use this module with a warranty/rma module I built, but credit generating would come from a closed return. I haven’t tested that part really, as it’s not how I use the module.

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