$ 21.90
| Required Apps |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
crm_credit_note_refund
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The CRM Credit Note & Refund module for Odoo, developed by Probuse Consulting Service Pvt. Ltd., extends the CRM functionality by enabling sales teams to generate credit notes directly from the CRM interface. This integration simplifies the refund process, reduces administrative overhead, and ensures a seamless experience for both sales personnel and customers.
Key Features
Create Credit Notes from CRM: Sales managers can generate credit notes directly from the CRM form by selecting the related invoice, eliminating the need to navigate to the Accounting module.
Integrated Workflow: The module integrates with Odoo's Invoicing and Accounting modules, ensuring that credit notes are accurately reflected in financial records.
User-Friendly Interface: A simple wizard guides users through the credit note creation process, making it accessible even for those without accounting expertise.
Supports Full and Partial Refunds: The module supports both full and partial refunds, providing flexibility to handle various refund scenarios.
Audit Trail: Maintains a clear record of all credit note transactions, facilitating transparency and accountability.
Real-Time Updates: Ensures that all changes are reflected in real-time across relevant modules, maintaining data consistency.
Customizable Settings: Administrators can configure settings to align with business processes and compliance requirements.
Multi-Company Support: Handles credit note creation across multiple companies within a single Odoo instance.
Email Notifications: Automatically sends notifications to relevant stakeholders when a credit note is created or updated.
Seamless Integration: Works seamlessly with other Odoo modules, such as Sales, Inventory, and Accounting, to provide a cohesive business management solution.
Benefits
Streamlined Refund Process: Simplifies the process of issuing refunds by allowing sales teams to handle credit notes directly from CRM.
Improved Customer Satisfaction: Accelerates the refund process, leading to quicker resolutions and enhanced customer experiences.
Enhanced Data Accuracy: Reduces the risk of errors by integrating credit note creation with existing financial workflows.
Increased Efficiency: Saves time by eliminating the need to switch between modules, allowing sales teams to focus on core activities.
Better Compliance: Ensures that all credit note transactions are properly documented and comply with accounting standards.
Cost Savings: Reduces administrative costs by automating and streamlining the credit note process.
Scalability: Easily adapts to growing businesses with increasing volumes of transactions.
Enhanced Reporting: Provides accurate data for financial reporting and analysis, aiding in informed decision-making.
Improved Collaboration: Facilitates better communication between sales and accounting teams through integrated workflows.
Customizable Workflows: Allows businesses to tailor the credit note process to fit their specific needs and policies.
Compatibility & Technical Details
Required Apps: CRM (crm), Invoicing (account), Calendar (calendar), Contacts (contacts), Discuss (mail)
Technical Name: crm_credit_note_refund
License: Odoo Proprietary License v1.0 (OPL-1)
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.