diff --git a/content/applications/sales/sales/products_prices/prices.rst b/content/applications/sales/sales/products_prices/prices.rst index 1f09c3eb8..8c469ec4d 100644 --- a/content/applications/sales/sales/products_prices/prices.rst +++ b/content/applications/sales/sales/products_prices/prices.rst @@ -9,3 +9,4 @@ Manage your pricing prices/pricing prices/currencies + prices/discounts diff --git a/content/applications/sales/sales/products_prices/prices/discounts.rst b/content/applications/sales/sales/products_prices/prices/discounts.rst new file mode 100644 index 000000000..4ac177306 --- /dev/null +++ b/content/applications/sales/sales/products_prices/prices/discounts.rst @@ -0,0 +1,84 @@ +========= +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 :menuselection:`Sales app --> Configuration +--> Settings`. In the :guilabel:`Pricing` section, tick the :guilabel:`Discounts` checkbox, then +click :guilabel:`Save`. + +After the setting has been activated, navigate to the desired quotation by going to +:menuselection:`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 :guilabel:`Order Lines` tab of the quotation form, a new column heading appears labeled +:guilabel:`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 +:guilabel:`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 + :menuselection:`Sales app --> Orders --> Orders`, click the desired sales order, and add the + discount to :guilabel:`Disc.%` field as described above. + +.. image:: discounts/discount-on-sales-order.png + :alt: The Dis.% heading will now appear in Order Lines. + +.. note:: + Positive values for :guilabel:`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 :guilabel:`Discount` button appears at the bottom of sales +orders. + +.. image:: discounts/discount-button-sales-order.png + :alt: The discount button located at the bottom of a sales order form in the Odoo Sales app. + +Clicking the :guilabel:`Discount` button on a sales order opens a pop-up window, where the +:guilabel:`Discount` percentage, and options are configured: + +- :guilabel:`On All Order Lines`: Add the specified discount percentage (configured in the + :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order. +- :guilabel:`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). + + .. image:: discounts/global-discount-option.png + :alt: 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. + +- :guilabel:`Fixed Amount`: Add a monetary amount to the :guilabel:`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 :guilabel:`Unit Price`. + + .. image:: discounts/fixed-discount-on-sales-order.png + :alt: The sales order with the applied fixed discount option in the Odoo Sales application. + +.. note:: + It is more beneficial to add a :guilabel:`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 :guilabel:`Discount` line, or remove the line and add + the discount again, as needed. diff --git a/content/applications/sales/sales/products_prices/prices/discounts/discount-button-sales-order.png b/content/applications/sales/sales/products_prices/prices/discounts/discount-button-sales-order.png new file mode 100644 index 000000000..a15efb486 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/discount-button-sales-order.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order-fs8.png b/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order-fs8.png new file mode 100644 index 000000000..512897751 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order-fs8.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order.png b/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order.png new file mode 100644 index 000000000..69023ddc7 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/discount-on-sales-order.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/discounts-option.png b/content/applications/sales/sales/products_prices/prices/discounts/discounts-option.png new file mode 100644 index 000000000..89fb1ab54 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/discounts-option.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order-fs8.png b/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order-fs8.png new file mode 100644 index 000000000..767ea442e Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order-fs8.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order.png b/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order.png new file mode 100644 index 000000000..3c7039a61 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/fixed-discount-on-sales-order.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option-fs8.png b/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option-fs8.png new file mode 100644 index 000000000..ca63fb7c5 Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option-fs8.png differ diff --git a/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option.png b/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option.png new file mode 100644 index 000000000..efb63f6bc Binary files /dev/null and b/content/applications/sales/sales/products_prices/prices/discounts/global-discount-option.png differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing.rst b/content/applications/sales/sales/products_prices/prices/pricing.rst index f0919a619..8f3a122c0 100644 --- a/content/applications/sales/sales/products_prices/prices/pricing.rst +++ b/content/applications/sales/sales/products_prices/prices/pricing.rst @@ -1,6 +1,6 @@ -=================================== -Pricelists, discounts, and formulas -=================================== +========== +Pricelists +========== A *pricelist* is a method of dynamic pricing that applies a list of prices (or price rules) to adjust sales prices. This adjustment can apply to specific customers, customer groups, sales orders, @@ -246,87 +246,6 @@ the drop-down menu in the :guilabel:`Pricelist` field. from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned into a sales order. -.. _sales/discounts: - -Discounts -========= - -The *Discounts* feature allows the ability to set a discount or increase the price on *individual -items* in a sales order. This is calculated as a percentage of that product's sales price. - -To access discounts, navigate to the *Sales* app setting page (:menuselection:`Sales app --> -Configuration --> Settings`), and click the :guilabel:`Discounts` checkbox, then click -:guilabel:`Save`. - -.. image:: pricing/discounts-option.png - :align: center - :alt: Click the checkbox labeled Discounts to activate Discounts. - -After the setting has been activated, navigate to the desired quotation by going to -:menuselection:`Sales app --> Orders --> Quotations` at the top of the page. Once there, click on -the desired quote from the list. - -In the order lines section of the quotation form, a new column heading will appear labeled -:guilabel:`Disc.%`. This column is used to set discounts on individual line items. Enter the desired -discount for each product line and the new price will automatically be calculated in the quote -:guilabel:`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 - :menuselection:`Sales app --> Orders --> Orders`, click on the desired sales order, and add the - discount to :guilabel:`Disc.%` as described above. - -.. image:: pricing/discount-on-sales-order.png - :align: center - :alt: The Dis.% heading will now appear in Order Lines. - -.. tip:: - Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be - used to *increase* the price. - -Discount button ---------------- - -In Odoo 17, with the :ref:`Discounts setting ` enabled, a :guilabel:`Discount` -button appears at the bottom of sales orders. - -.. image:: pricing/discount-button-sales-order.png - :align: center - :alt: The discount button located at the bottom of a sales order form in the Odoo Sales app. - -When the :guilabel:`Discount` button on a sales order is clicked, a :guilabel:`Discount` pop-up -window appears. - -On this pop-up window, configure the :guilabel:`Discount` percentage, and select one of the -following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Discount`, or -:guilabel:`Fixed Amount`. - -- :guilabel:`On All Order Lines`: When selected, Odoo provides the ability to add the specified - discount percentage (configured in the :guilabel:`Discount` field of the pop-up window) on all - existing order lines of the sales order. -- :guilabel:`Global Discount`: When selected, Odoo adds a discount product to the order, which has - the cumulative value equivalent to the specified discount percentage (configured in the - :guilabel:`Discount` field of the pop-up window). Any product added (or removed) *after* the - discount is added does **not** affect the discount value on the order line. - - .. example:: - In this example, since the total of the order is $600, and there is a 30% global discount, that - specific line is added to the sales order with a -180 value (which is 30% of $600). - - .. image:: pricing/global-discount-option-so.png - :align: center - :alt: The sales order with the applied global discount option in the Odoo Sales application. - -- :guilabel:`Fixed Amount`: When selected, the percentage designation in the :guilabel:`Discount` - field turns to a monetary value (e.g. dollars), wherein a specific amount must be entered. This - configured value is added as a discount line on the sales order. - -.. note:: - It is more beneficial to add a :guilabel:`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, make sure to change the value on the :guilabel:`Discount` line, or remove the - line and add the discount again. - Conditions ---------- diff --git a/content/applications/sales/sales/products_prices/prices/pricing/discount-button-sales-order.png b/content/applications/sales/sales/products_prices/prices/pricing/discount-button-sales-order.png deleted file mode 100644 index ee3e01157..000000000 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/discount-button-sales-order.png and /dev/null differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing/discount-on-sales-order.png b/content/applications/sales/sales/products_prices/prices/pricing/discount-on-sales-order.png deleted file mode 100644 index 9a23f4cf0..000000000 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/discount-on-sales-order.png and /dev/null differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing/discounts-option.png b/content/applications/sales/sales/products_prices/prices/pricing/discounts-option.png deleted file mode 100644 index 5fe37c84b..000000000 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/discounts-option.png and /dev/null differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing/global-discount-option-so.png b/content/applications/sales/sales/products_prices/prices/pricing/global-discount-option-so.png deleted file mode 100644 index d35172ab0..000000000 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/global-discount-option-so.png and /dev/null differ