Promotion Discount per Order Line

discount promotion

3 Antwoorden

4026 Weergaven

Parker D

Hello there and a happy new year, everyone! :)

I use Odoo 14 and when I use the promotions, usually 5 or more % for an oder for certain customers, the discount is calculated into one position.

Unfortunately my important customers want the discount printed out per order line. This will get more important with new customers that will get e.g. 5% on these products and 8% on those.

Is there any app that can make it so, that the discount is calculated per order line and printed out after each? E.g.:
- 1 x Table -> 50 €
- Discount for furniture 5 % -> -2,50 €
- 2 x Lamps -> 100 €
- Discount for Lamps 10 % -> -10,00 €

... something like that?

Dario Bösch

Maybe it is possible to use without promotions:

Activate advanced pricelists in the settings
Activate discounts in the sales section in the settings
Open or create a pricelist
In the tab "configuration" chose the discount policy without_discount

Then you can set pricelist items (promotions) per product, cateogory etc. On the sale order the discounts will automatically be shown.

You can createa multiple pricelists per timespan or customer

Parker D

Auteur

I found a work around that works for me so far in most use cases.
I've installed sale_promotion_discount_in_field from the OCA. It adds a rule to the promotion program which puts the discount in percent into the discount field of the order line (the one @Econ Odoo showed how to enable in the screenshot).

econodoo, Econ Odoo

With odoo 18, this feature is built in. I don't remember about Odoo 14 but if it is not available, you can immitate the way odoo 18 does. Adding a few column to calculate discount is not something too difficult.

Parker D

Auteur

Hi Econ and thank you. This function is already available in Odoo 14, but this is for manually giving a discount for an order line.
I am talking about the promotion function. Certain customers get regular percentages on certain product categories for which I use promotions. This big customers like to order 50 or more items at once. After hitting the promotion button on the sale order, further order lines are added for each discount. Therefore the discounted amounts are summed up for each category. This is hard for a customer's accounting to decipher if we have granted them the agreed upon discounts.
Some customers use SAP and can print out the discount for each order line as a second line, that explains what discounts were granted for this product.
For consumers this is overkill, but I had to learn that bigger businesses insist on this.

econodoo, Econ Odoo

I don't know how to reply to you even trying to click all the dot menu I can find. Odoo is really limited out of the box.

For your requirements, since I'm a developer, definately I'd add a small modules for detailed_discount and attach it to sale_order_line and modified some reports (like the quotation so that it is printed under each and every order line). This shouldn't be too hard to do especially with AI assisted models such as Claude Sonet. This is similar to the different tax applied on the sale order line. And it's for explanation and view only so it doesn't affect any other Odoo functionality. And then SAP lookup to Odoo and say: how could you possibly do that in a few hours?

If you don't want a whole more module and want to make it simple, I think we can create a html field like detailed_discount and with some python code to populate this field and then print this field under the sale order line. I usually create these html fields so that the sale person can double check on the items too, whether's it's discount, additional charges, related components etc.

Parker D

Auteur

Yeah, looks like it needs another custom app 😅. Thank you so much for your time and effort. I've recently written an app with ChatGPT4o. It turned out successful, but it was also an adventure. I'll have a look at Claude Sonet. Thanks again!

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