How to send a Cdiscount commercial gesture from Odoo

When it is possible

The gesture applies to an order already on its way: Odoo only sends it if the Octopia order is in Shipped or Delivered. The sales channel must also accept gestures. You can see that in Octopia › Configuration › Sales Channels, in each channel's «Commercial Gestures» group: «Commercial Gestures Enabled», «Gesture Max Amount», «Gesture Max Rate (%)» and «Gesture Currency». They are read-only figures that come from Octopia when the configuration syncs. Until a channel has been synced, Odoo does not block the gesture on that ground and Octopia has the last word.

Only users with manager rights on the connector see the gesture buttons.

Step by step

1. Go to Octopia › Orders › Commercial Gestures and create a new one.
2. Pick the order and the reason, and add details if needed.
3. Press «Check Remaining Budget». Odoo reads from Octopia how much is left to grant on that order and stores it in the available budget field.
4. Type the gesture amount, without going over that budget.
5. Press «Submit to Octopia» and confirm: the prompt reminds you the gesture refunds that amount to the customer.
6. The gesture moves to In Progress with Octopia's reference and the submission date.

The reasons

Octopia asks for a reason from its list, and Odoo offers the same ones: Late Delivery, Missing Product, Product Return Fees, Quantity Compensation, Reference Mistake, Shipping Fees, Fees Unduly Charged, Warranty Period Exceeded and Other. Pick the one that describes what happened; the details, if you fill them in, travel with the gesture.

What it checks when sending

Odoo reads the budget again right before sending, so the third check uses the figure of that moment, not the one you saw when you pressed the button. That check only stops you when there is a budget figure above 0: with the budget at 0, used up or missing, Odoo sends the gesture anyway and Octopia decides.

After sending it

The «Octopia: poll async jobs (packages, cancellations, gestures)» task asks Octopia every 5 minutes about gestures in In Progress. If you do not want to wait, «Poll Status» runs the same check right away. The gesture ends in Done if Octopia accepts it or in Rejected if not; the list paints them green and red.

With Done, Odoo can prepare the credit note for you. «Auto-create Credit Notes» must be ticked on the Octopia account and the order must have a customer. The credit note is created as a draft, with a single line for the gesture amount and no taxes, and its reference starts with «Octopia commercial gesture». It has no taxes because that amount is the gross the channel refunded, with the VAT already inside. Review it before posting: if your books need that VAT split out, do it without changing the total.

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