Add Discounts in the Sales Order

In Odoo 18, the ability to apply various types of discounts to sales orders is an essential feature for offering flexible pricing options. To begin using these discount features, the Discount option needs to be enabled in the Configuration > Settings section of the Sales module.

Odoo 18 sales

Once enabled, the discount button appears within the sales order form, allowing users to apply different discount types to individual product lines or the entire order. This flexibility allows businesses to tailor their pricing strategies to suit the needs of each sale.

Odoo 18 sales

One of the primary discount options is the Line Discount, which enables users to apply percentage-based discounts to specific product lines within a sales order.

Odoo 18 sales

This is particularly useful when different products in a single order require different discount rates. To apply a line discount, users simply create a sales order, select the customer, and add the necessary products to the order lines. By clicking on the Discount button, they can choose the On All Order Lines option, input the desired percentage, and apply it to the order lines.

Odoo 18 sales

After applying the line discount, Odoo will automatically adjust the pricing for each product line accordingly, and the sales order can proceed to confirmation and further processing.

Another discount type is the Global Discount, which applies a uniform percentage discount across all products in the order. This is perfect for situations where a flat discount is applied to the entire order, such as bulk purchase discounts or special promotional offers.

Odoo 18 sales

To apply a global discount, users click on the Discount button and select the Global Discount option from the wizard. After entering the percentage of the discount, the discount is applied to the entire sales order, and Odoo automatically updates the total order amount.

Odoo 18 sales

The sales order can then be confirmed and processed as usual.

For businesses that prefer to apply a specific monetary value discount, the Fixed Amount Discount allows users to deduct a predetermined amount from the total value of the sales order. This type of discount provides clear and predictable savings, making it easy for both the customer and the business to understand and manage.

Odoo 18 sales

To apply a fixed amount discount, users click on the Discount button, select Fixed Amount as the discount type, and enter the amount to be deducted from the total sale order. Once the fixed amount is applied, the total value of the order is reduced accordingly, and the sales order can continue to be processed.

Odoo 18 sales

These discount features in Odoo 18 provide businesses with a variety of options to customize pricing strategies, whether through individual product discounts, global order-wide reductions, or fixed amount deductions.

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