How to Grant Discounts in Sale Order Lines in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release
1Odoo 18 provides multiple ways to grant discounts on sale order lines, catering to various business needs. Here are the primary methods:
1. Manual Line Discounts:
* Direct Input:
* Navigate to the desired sale order line.
* In the "Discount" field, directly input the discount amount or percentage.
* Odoo automatically recalculates the line total.
* Discount Button:
* Click the "Discount" button on the sale order line.
* A popup window appears where you can specify the discount amount or percentage.
* Choose between "Fixed Amount" or "Percentage" discount types.
2. Global Discounts:
* Configure Global Discounts:
* Go to Sales -- Configuration -- Settings.
* Enable the "Global Discounts" option.
* Apply Global Discount:
* In the sale order, click the "Global Discount" button.
* Enter the desired discount amount or percentage.
* The discount will be applied to all order lines.
3. Pricelist-Based Discounts:
* Create a Pricelist:
* Go to Sales -- Configuration -- Pricelists.
* Create a new pricelist or edit an existing one.
* Define specific prices or discounts for products based on various criteria (e.g., customer, quantity, date range).
* Assign Pricelist to Sale Order:
* In the sale order, select the appropriate pricelist from the "Pricelist" field.
* The system will automatically apply the defined discounts to the order lines.
4. Loyalty Program Discounts:
* Configure a Loyalty Program:
* Go to Sales -- Configuration -- Settings.
* Enable the "Loyalty & Gift Card" option.
* Set up rules for earning and redeeming loyalty points.
* Apply Loyalty Discounts:
* During order creation, if the customer has accumulated enough points, the system will automatically apply the discount.
Additional Tips:
* Combine Methods: You can combine different methods to achieve complex discount scenarios. For example, apply a global discount and then additional line-level discounts.
* Test Thoroughly: Before implementing any discount strategy, test it thoroughly to ensure accurate calculations and avoid unexpected results.
* Consider Tax Implications: Be aware of how discounts impact taxes, especially in regions with specific tax regulations.
* Utilize Odoo's Reporting Features: Analyze sales data to track the effectiveness of different discount strategies and make informed decisions.
By understanding these methods and tailoring them to your specific business needs, you can effectively implement discount strategies in Odoo 18 to boost sales and customer satisfaction.
Do you have any specific questions about implementing discounts in Odoo 18? Feel free to ask!
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