User Guide for Odoo POS Order Discount

INTRODUCTION

By default in Odoo Point of Sale, a discount can be applied individually on every product but not globally on the total purchase amount irrespective of products. Odoo POS Order Discount module allows you to give a discount on the total POS cart amount to the customers.

The Odoo user can create multiple discounts type in Odoo backend and assign them to a POS shop. The POS user can then select the discount in the running POS session and apply it to the entire order. The discount can be created for a fixed amount or as a percentage of total cart amount. The receipt also shows the applied discount.

FEATURES

The module allows the POS user to give a discount on the total order amount in the Odoo POS session.
The Odoo admin can create multiple discounts in the Odoo backend on the basis of a fixed amount, or as a percentage of total order cart amount.
The discount can be set to be tax inclusive or exclusive.
The Odoo admin can assign specific discounts to a POS. The POS user can see only those discounts in the running POS session which are assigned to his POS.
The POS user can apply one global discount per order.

INSTALLATION

Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
Extract the file on your system after the download finishes. You will be able to see a folder named- ‘pos_order_discount’.
Copy and paste this folder inside your Odoo Add-Ons path.
Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
Then, open on Apps menu and click on ‘Update Modules List’.
In the search bar, remove all the filters and search ‘pos_order_discount’.
You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

1. In Odoo, go to POS >> Configuration >> POS Discounts. Here, click on Create.

2. Here, enter the display name for the discount.

3. Then under ‘Discount Basis’ tab enter the amount and choose whether the discount is in percentage or fixed amount.

4. You can also choose the discount to be tax inclusive or tax exclusive.

5. Under short summary and description, you can add information and details about the discount for the POS user.

6. You can create multiple discounts for a POS.

7. Next, go to Creating discount in Odoo POS and select any shop.

8. Here under discount, you can assign the created discounts to a POS. Only those discounts which are added to a POS are visible in the running session of that particular POS. Also, discount product should be a “Service” product.

9. In the running session, add the products to the Odoo POS cart. Then click payment.

10. Here, click on the discount tab. You will be able to see all the discount available for this POS session.

11.)Click on the discount icon to add it to the order. The total price automatically changes to the amount excluding the discount.

12. Once you the payment method, the break up of total cart amount after applying the discount and the discount amount applied are visible in the POS. Proceed to place the order.