Turn every sales return into a guided workflow

Capture returned lines, validate quantities, route approvals, receive stock, and issue credit notes — all from one consolidated wizard that starts right on the sales order.

The problem

Odoo's native return flow forces staff through a disconnected reverse transfer and a separate manual credit note. Operational teams find it confusing and error-prone, returns routinely exceed what was ever delivered, and credit notes drift out of sync with the stock that came back — while managers have no way to see return volume, refund value, or why goods are coming back.

The solution

Cerevantix Sales Return unifies the entire flow in one guided wizard: capture returned lines and reasons, get real-time over-return protection, route high-value returns through an approval gate, receive goods with one click, and issue a credit note automatically — with a manager dashboard that turns return reasons into insight.

Capabilities

Everything a return needs, in one app

Every capability below is implemented in the module.

01

Consolidated Return Wizard

Capture returned lines, quantities, and reasons in a single guided screen instead of a multi-click chain of separate popups, validations, and credit-note steps.

02

Real-Time Over-Return Validation

An inline warning fires the instant a return quantity exceeds what was delivered minus what was already returned — before the user can commit the mistake.

03

Clear Multi-Stage Workflow

Every return moves through Draft, To Approve, Approved, Received, and Refunded on a visible status bar, so staff and managers always know exactly where it stands.

04

Configurable Approval Threshold

Returns above a manager-set monetary threshold automatically route to an approval queue, while smaller returns proceed straight through — zero setup required to start.

05

One-Click Return Receipt

Approved returns generate and validate a stock receipt automatically, bringing goods back into inventory without a manual reverse transfer.

06

Automatic Credit Note

Refunding a received return creates a draft customer credit note with matching lines, quantities, discounts, and taxes — ready to post, or skip it entirely for exchanges.

07

Structured Return Reasons

A manager-editable, pre-built list of return reasons replaces dead free-text fields, turning every return into consistent, analyzable data.

08

Manager Analytics Dashboard

A pre-built bar chart and pivot table show return volume, refund value, and return reasons the moment you open Reporting — no filters to configure first.

09

Printable Report and Customer Email

Generate a printable return document with full discount and tax detail, and email it to the customer using a customizable template.

Workflow

How it works

1

Start the Return

Click Return on any confirmed, delivered sales order to open the consolidated wizard.

2

Capture the Lines

Select returned products, quantities, and reasons — over-return attempts are blocked instantly.

3

Approve and Receive

High-value returns route to a manager for approval; approved returns generate the stock receipt automatically.

4

Refund and Report

A draft credit note is issued and the return feeds straight into the manager analytics dashboard.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. Instead of manually creating a reverse transfer and a separate credit note, staff use one consolidated wizard from the sales order that captures the return and drives receipt and refund automatically.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Sales Return

One guided wizard for customer returns with real-time over-return validation, an approval threshold, one-click receipt and automatic credit notes — plus structured reasons and a manager analytics dashboard.

Buy on Odoo App Store