Apply global financial discounts to sales that will be transmited to invoices and accounting.
Table of contents
Configuration
To be able to handle global discounts, you need first to give to your user the “Manage Global Discounts” permission.
Then, you need to:
Go to Settings > Technical > Parameters > Global Discounts
Add a new discount.
Choose the discount scope (sales or purchases).
You can also restrict it to a certain company if needed.
You can assign global discounts to partners as well:
Go to a partner that is a company.
Go to the Sales & Purchases tab.
In section sale (if the partner is a customer), you can set sale discounts.
In section purchase (if the partner is a supplier), you can set purchase discounts.
Usage
To use this module, you need to:
Create a new sale order and choose a partner.
If the partner has customer global discounts set, those will be applied to the order by default.
Otherwise, you can set them manually from the header of the sale order.
In the order footer, you can see the computed discounts.
When you create an invoice from the order, the proper global discounts will be applied on it.
Known issues / Roadmap
Not all the taxes combination can be compatible with global discounts. An error is raised in that cases.
Currently, taxes in invoice lines are mandatory with global discounts.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
David Vidal
Pedro M. Baeza
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
Metadata
1 maintainer
Release files for odoo13-addon-sale-global-discount 13.0.1.0.3
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