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Group RMAs into batches for collective management

Project description

Odoo Community Association

Rma Batch

Beta License: AGPL-3 OCA/rma Translate me on Weblate Try me on Runboat

The goal of this module is to introduce an RMA Batch — a container that groups several RMAs belonging to the same return event.
It allows users to manage all related RMAs together, ensuring that shared information (customer, responsible, team, tags, date) stays synchronized and that batch actions apply consistently across all linked RMAs.

Table of contents

Use Cases / Context

In many after-sales operations, customers often return multiple products at once, sometimes coming from different sales orders or deliveries.

In the base addon RMA, each product return creates a separate RMA record.
When a customer sends back several items together, this leads to multiple independent RMAs that must be processed, confirmed, and tracked one by one.

This fragmented approach makes it difficult to manage and validate grouped returns, especially for companies handling large volumes of RMAs.

Usage

Creating an RMA Batch Manually

  1. Go to Returns: RMA Batches.

  2. Click New to create a batch.

  3. Fill in general information such as:

  4. Add one or more RMAs in the RMA tab.

Batch States

  • Draft: The batch is being prepared; RMAs can be added or edited.

  • Ready: All information is complete and the batch is ready for confirmation.

  • Confirmed: The batch and all contained RMAs are confirmed together.

  • Cancelled: The batch and its RMAs are cancelled.

Automatic Batch Creation from Stock Returns

When performing a Return Picking with Create RMA = True:

  • If the return involves only one product, a single RMA is created (no batch).

  • If multiple RMAs are created, the system automatically groups them into a new RMA Batch in the Confirmed state.

You can view the created batch under Returns: RMA Batches or access it from any linked RMA.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • ACSONE SA/NV

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/rma project on GitHub.

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

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