Promotion Type: Discount in Odoo 17 Sales Module | Odoo 17 Sales Tutorials
4In Odoo, you can set up promotion-type discounts using the "Promotions" feature. Promotions allow you to apply discounts, free products, or other benefits based on specific conditions.Fill in the necessary details for the promotion, such as the name, promotion type, and description.
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Define the conditions that must be met for the promotion to apply. Conditions can include specific products, product categories, minimum order amounts, etc.Specify the actions that will be taken when the conditions are met. This could be a percentage discount, a fixed-amount discount, free products, or other benefits.
Once you have configured the conditions and actions, save the promotion.When creating or editing a sales order, if the conditions of the promotion are met, Odoo will automatically apply the specified discount or action.
Configure the settings
To begin using discount and loyalty programs, navigate to Sales ‣ Configuration Settings. Under the Pricing heading, activate the Discounts, Loyalty, & Gift Card setting by checking the box next to the feature. Finally, click Save to save the changes.
Configure discount and loyalty programs:
To create discount and loyalty programs, go to Sales Products Discount & Loyalty.
If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to help create the first program. Choose one of the template cards, or click New to create a new program from scratch Or, if there are already existing programs, select an existing program to edit it.
Creating or editing a program opens the program form.
The program form contains the following options:
Program Name: Enter the name of the program. The program name is not visible to the customer.
Program Type: Select the desired program type.
Currency: Select the currency used for the program.
Points Unit: Enter the name of the points used for the Loyalty Cards program (e.g. Loyalty Points). The points unit name is visible to the customer. This field is only available when the program type is set to loyalty cards.
Validity: Select the date until which the program is valid. Leave this field blank for no end date, meaning the program is always valid and does not expire.
Limit Usage: Check this box and enter a number to limit the number of times the program can be used during the validity period.
Company: In the case of multiple companies, choose the company for which the program is available.
Available On: Select the app(s) on which the program is available.
Website: Select the website(s) on which the program is available. Leave this field blank to make it available on all websites.
Point of Sale: Select the point(s) of sale at which the program is available. Leave this field blank to make it available at all PoS.
All of the existing cards, codes, coupons, etc. that have been generated for the program are accessible through the smart button located in the upper-right corner of the form.
Program types
The different Program Types available on the program , here.
Discount Code: Set codes that, when entered upon checkout, grant discounts to the customer.
Conditional rules
Next, configure the conditional rules that determine when the program applies to a customer’s order.
In the Rules & Rewards tab, click Add next to Conditional rules to add conditions to the program. This reveals a Create Conditional Rules pop-up window.
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