How to manage supplier stock rotation returns in Odoo

What standard Odoo offers

• Purchase reporting shows what you bought from a vendor in a period.
• Returns: the Return button on a receipt creates a return transfer to the vendor.
• Vendor credit notes record what the supplier credits back.
• Nothing turns past purchases into a return allowance, checks which lots the agreement covers, or shows a return that was never credited.

The usual workaround

Export the vendor bills for the earning period, subtract the credit notes, apply the percentage and keep the allowance in a spreadsheet. Pick slow-moving lots, check that they are in scope and still sealed, ask the supplier for a return authorization and ship from the original receipt. Then watch for the credit note and tick it off by hand. Non-returnable items slip in, the same allowance gets used twice, and a shipped return that was never credited is easy to miss.

From allowance to credit in Odoo

1. Install Karelia RotateGuard on Odoo.sh or your own server (Odoo 18, 19 or 20).
2. A manager sets up an allowance window under RotateGuard / Allowance windows: supplier, earning period, claim window, percentage, covered and excluded products, maximum receipt age and the days you have to ship after authorization. Purchase order lines can also be marked as non-returnable (NCNR).
3. The manager then reviews the purchase basis. Posted vendor bills less credit notes for the covered products in the earning period, untaxed, give the basis; the percentage gives the allowance, with what is reserved and what remains.
4. In a rotation request, add receipt lots with their posted bill lines and confirm that each lot is sealed and resaleable. While the claim window is open, submitting checks product scope, receipt age, unreserved stock at the receipt location and the remaining allowance.
5. A manager records the supplier's authorization reference and date. The send-by deadline follows, and Prepare warehouse return creates the return transfer with the lots for the warehouse to validate.
6. Allocate the posted supplier credit note lines. Each request shows the returned, credited and still-uncredited amounts, and a return without a credit stays open.

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RotateGuard handles percentage-of-purchases terms in one currency, for lots with a single original receipt that are still at their receipt location. It records the supplier's authorization; your agreement decides what the supplier accepts.