Discounts

The Discounts feature allows users to decrease or increase the price on item lines in a sales quotation or order. This is calculated as a percentage of the products’ sales price.

To access discounts in the Sales app, navigate to Sales app ‣ Configuration ‣ Settings. In the Pricing section, tick the Discounts checkbox, then click Save.

After the setting has been activated, navigate to the desired quotation by going to Sales app ‣ Orders ‣ Quotations at the top of the page. Once there, click on the desired quote from the list.

Discounts on product lines

In the Order Lines tab of the quotation form, a new column heading appears labeled Disc.%. This column is used to set discounts on individual line items. Enter the desired discount for each product line and the new price is automatically calculated in the Total at the bottom of the page.

Tip

A discount can also be added directly to a sales order in the same way. Navigate to Sales app ‣ Orders ‣ Orders, click the desired sales order, and add the discount to Disc.% field as described above.

The Dis.% heading will now appear in Order Lines.

Note

Positive values for Disc.% will apply a discount, while negative values can be used to increase the price.

Important

Positive values, or price decreases, will be visible to the customer, while negative values, or price increases, will not be visible to the customer. Instead of a discount column, the negative discount will change the product’s unit price.

Discount button

With the Discounts settings enabled, a Discount button appears at the bottom of sales orders.

The discount button located at the bottom of a sales order form in the Odoo Sales app.

Clicking the Discount button on a sales order opens a pop-up window, where the Discount percentage, and options are configured:

  • On All Order Lines: Add the specified discount percentage (configured in the Discount field of the pop-up window) on all existing order lines of the sales order.

  • Global Discount: Add a discount product line to the order, which has the cumulative value equivalent to the specified discount percentage.

    Example

    A global discount of 10% is added in the last line of a sales order with a subtotal of $4,200 by adding a discount line with a -$420 value (which is 10% of $4,200).

    The sales order with the applied global discount option in the Odoo Sales application.

    Important

    Any product added (or removed) after the global discount line is added does not affect the discount value on the discount line. To include new products or amend current products in the global discount, delete the current global discount line and repeat the steps.

  • Fixed Amount: Add a monetary amount to the Discount field. Once applied, this amount is added to the order as a product line, with the monetary value subtracted from the order total.

    Example

    A fixed discount of $20 appears as a product line, with a negative Unit Price.

    The sales order with the applied fixed discount option in the Odoo Sales application.

Note

It is more beneficial to add a Fixed Amount discount after all desired products have been added to a sales order. If there are changes made to the sales order after the discount is added, adjust the value on the Discount line, or remove the line and add the discount again, as needed.