Helpdesk

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After-Sales Features

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In this video, learn how to create a refund, repair order, coupon, or field service intervention, all from a Helpdesk ticket. **Check out more Odoo tutorials** - Helpdesk Tickets - Helpdesk playlist **App documentation** - Helpdesk After Sales Services - All Helpdesk docs **See what Odoo can do for you!** - Schedule a demo - Start a free trial

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1. Which Odoo after-sales feature allows an agent to plan an on-site visit for a customer directly from a support ticket?

Coupons. Repairs. Field Service (Plan Intervention).

2. What is the difference between the "Reverse" and "Reverse and Create Invoice" options when issuing a refund?

"Reverse" creates a draft credit note, while "Reverse and Create Invoice" posts the credit note and creates a new draft invoice. "Reverse" only works for returns, while "Reverse and Create Invoice" is for cash refunds. There is no difference; both buttons perform the exact same accounting action.

3. Where can the repair team find the specific details about what is wrong with a product when a repair order is created from a ticket?

They must call the customer to ask for the details again. In the "Extra Info" tab of the sales order. In the "Repair Notes" section of the repair order, where information from the ticket is automatically copied.

Helpdesk

After-Sales Features

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