Odoo Experience 2019 RMA Operations and Repair Use Cases Aaron Henriquez, Technical Consultant, Eficent Business and IT Consulting Services

1. Copyright 2018 Eficent Business and IT Consulting Services S.L.
RMA Operations and Repair use cases
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2. Copyright 2018 Eficent Business and IT Consulting Services S.L.
Where to find RMA app
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Where to find RMA app
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Eficent’s repo on github
https://github.com/Eficent/stock-rma/

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RMA Overview
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RMA relationships
1. Helpdesk
2. Warehouse
3. Sales
4. Purchases
5. Repair Team
6. Any employee
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RMA Repair Common Flows. Warranty
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Customer RMA Warehouse Repairing
Send RMA number
Send product with RMA
number
Create incoming shipment
Receive the product Generate the repair order
Do the repairGenerate delivery order
Deliver the repair product
Be happy

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RMA Repair Common Flows. No Warranty
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Customer RMA Warehouse Repairing
Create RMA
Pay the service
Create incoming shipment
Receive the product Generate the repair
order
Do the repair
Generate delivery order
Deliver the repair product
Be happy
Sales
Create quote
Create repair quote
Pay the service

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RMA Repair Common Flows. Internal
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Employee RMA Warehouse Repairing
Send RMA number
Send product to repair
location
Receive the product Generate the repair order
Do the repairGenerate internal transfer
Confirm the internal
transfer
Be happy

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RMA In Odoo
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RMA features
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● Flexible: Be able to perform any operation.
● Suit Odoo: The application will coordinate the standard processes in Odoo
● Intuitive: The application will guide the user to the next step, but the user has the power to introduce changes.
Usability filters will help to process RMA faster and batch processing.

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RMA Operations and Repair use cases
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https://github.com/Eficent/stock-rma/

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Example: Customer RMA
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Key fields:
● Operation
● Repair type

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Example: No Warranty Repair
● 1st step, print RMA and send it to customer
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Example: No Warranty Repair
● 2nd step approve the RMA
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Example: No Warranty Repair
● 3rd step receive in the wanted location
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Example: No Warranty Repair
● 4th person in charge send it to repair
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Example: No Warranty Repair
● 4th person in charge send it to repair
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RMA Repair
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Example: No Warranty Repair
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● We report the consumed components.

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Example: No Warranty Repair
● We report the time expent.
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Example: No Warranty Repair
● We report the billable operations.
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Example: No Warranty Repair
● Once is repaired and invoiced we can ship to customer
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Live Demo
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