{"id":524792,"date":"2026-02-04T07:49:01","date_gmt":"2026-02-04T07:49:01","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=524792"},"modified":"2026-02-04T07:49:09","modified_gmt":"2026-02-04T07:49:09","slug":"odoo-advance-discount-tracking-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-advance-discount-tracking-documentation\/","title":{"rendered":"User Guide For Odoo Advance Discount Tracking.\u00a0"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>I<\/strong>ntroduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-advance-discount-tracking.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Advance Discount Tracking<\/a> module helps businesses manage, track, and analyze advance discounts efficiently, ensuring accurate records, better control, and improved financial transparency.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>F<\/strong>eatures<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Track discounts directly on individual sales order lines.<\/li>\n\n\n\n<li>Track a global percentage discount on the entire sales order.<\/li>\n\n\n\n<li>Track a fixed amount discount across all sales order lines.<\/li>\n\n\n\n<li>Track the updated discounts anytime using the same wizard.<\/li>\n\n\n\n<li>View a clear discount summary above the internal notes.<\/li>\n\n\n\n<li>Automatically copy the discount summary from order to invoice.<\/li>\n\n\n\n<li>Recalculates the discount summary every time a discount is added<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>I<\/strong>nstallation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download <strong>module&#8217;s zip<\/strong> <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018<strong>wk_advance_discount_tracking\u2019<\/strong>(you can get the technical name from odoo app of the respective module)\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open Apps menu and click on \u2018<strong>Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>wk_advance_discount_tracking<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see module in the search results. Click on \u2018<strong>Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>W<\/strong>orkflow<\/h2>\n<\/div><\/div>\n\n\n\n<p>1. Start by creating a new Sales Order from the Sales module. Additionally, the customer selects the required products. Enter quantities and prices as usual.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-sale-order.webp\" alt=\"ceate sale order\" class=\"wp-image-524803\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-sale-order.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-sale-order-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-sale-order-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-sale-order-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Furthermore, open the Discount Wizard on the sales order.&nbsp; Additionally, this wizard is used to apply all types of discounts supported by the module.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/open-discount-wizard.webp\" alt=\"open discount wizard\" class=\"wp-image-524804\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/open-discount-wizard.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/open-discount-wizard-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/open-discount-wizard-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/open-discount-wizard-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Additionally, from the wizard, select the type of discount you wish to apply:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order Line Discount<\/strong> \u2013 applies discounts directly to individual order lines<\/li>\n\n\n\n<li><strong>Global Percentage Discount<\/strong> \u2013 applies a percentage discount on the entire order<\/li>\n\n\n\n<li><strong>Fixed Amount Discount<\/strong> \u2013 applies a fixed discount amount across all order lines<\/li>\n<\/ul>\n\n\n\n<p>Enter the discount value and click to Apply.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/choose-discount-type.webp\" alt=\"choose discount type\" class=\"wp-image-524805\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/choose-discount-type.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/choose-discount-type-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/choose-discount-type-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/choose-discount-type-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Once the order is applied, the order totals are recalculated instantly, and the discounts appear on the relevant sales order lines. <\/p>\n\n\n\n<p>The discount summary section is updated automatically, and the line for global and fixed discounts is displayed separately.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-and-review-discount.webp\" alt=\"apply and review discount\" class=\"wp-image-524806\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-and-review-discount.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-and-review-discount-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-and-review-discount-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-and-review-discount-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The discount summary is shown above the internal notes for quick review.<\/p>\n\n\n\n<p>5. The Advance Discount Tracking module allows you to update discounts at any stage before confirming the sales order.&nbsp;<\/p>\n\n\n\n<p>All updates are managed through the <strong>Discount Wizard<\/strong>, and the discount summary is recalculated automatically after every change.<\/p>\n\n\n\n<p>5.1 Open the Sales Order that needs the update and click the Discount button.<\/p>\n\n\n\n<p>Select Sales Order Line Discount, enter the updated discount value, and confirm. Thus, the system automatically updates the discount on the applicable sales order lines.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-sale-order-line.webp\" alt=\"update sale order line\" class=\"wp-image-524808\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-sale-order-line.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-sale-order-line-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-sale-order-line-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-sale-order-line-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The system automatically applies the updated discount to all relevant sales order lines and instantly recalculates the line-level discount values.<\/p>\n\n\n\n<p>The discount summary section updates in real time to reflect the changes.<\/p>\n\n\n\n<p>5.2 In contrast, Odoo Core automatically creates a separate sales order line to represent the global discount when you apply a global discount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/global-percentage-discount.webp\" alt=\"global percentage discount\" class=\"wp-image-524811\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/global-percentage-discount.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/global-percentage-discount-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/global-percentage-discount-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/global-percentage-discount-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> The system automatically creates a separate discount sales order line when you apply a global discount, representing the applied amount.<\/p>\n\n\n\n<p>If you want to change or update the Global Discount Percentage, then first delete the already created global discount order line and then apply the discount percentage correctly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-global-discount.webp\" alt=\"update global discount\" class=\"wp-image-524812\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-global-discount.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-global-discount-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-global-discount-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/update-global-discount-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5.3 However, to apply a fixed amount discount, open the Discount Wizard, select Fixed Amount Discount, enter the required amount, and confirm.&nbsp;<\/p>\n\n\n\n<p>The discount is applied to the total sales order value, reflected as a discount line (sales order line), while the summary shows the exact fixed amount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-or-update-fixed-amount-discounts.webp\" alt=\"update fixed amount discount\" class=\"wp-image-524813\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-or-update-fixed-amount-discounts.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-or-update-fixed-amount-discounts-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-or-update-fixed-amount-discounts-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/apply-or-update-fixed-amount-discounts-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Note<\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The system automatically creates a separate discount sales order line to represent the applied fixed discount when you apply a fixed discount, similar to a global discount line.<\/li>\n\n\n\n<li>On sales order lines for Fixed discount, the discount may appear as a calculated percentage. The system clearly displays the exact fixed amount you enter in the discount summary section.<\/li>\n<\/ul>\n\n\n\n<p>However, if you want to update a fixed amount discount, you can add another fixed amount discount using the Discount Wizard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount.webp\" alt=\"separate fixed discount\" class=\"wp-image-524814\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>However, the system automatically creates a new, separate fixed-discount sales order line for the updated value and calculates and displays the total fixed discount amount in the summary.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-created.webp\" alt=\"separate fixed discount created\" class=\"wp-image-524817\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-created.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-created-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-created-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/separate-fixed-discount-created-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Yet to avoid any confusion, we recommend first deleting the existing discount sales order line and then applying a new fixed amount discount using the discount wizard.<\/p>\n\n\n\n<p>6. After verifying all discounts and totals, confirm the sales order. Similarly, the applied discount structure remains preserved.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/confirm-the-sales-order.webp\" alt=\"confirm sale order\" class=\"wp-image-524818\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/confirm-the-sales-order.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/confirm-the-sales-order-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/confirm-the-sales-order-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/confirm-the-sales-order-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Additionally, generate an invoice from the confirmed sales order. The system automatically copies the discount summary to the invoice.&nbsp;<\/p>\n\n\n\n<p>Thus, any invoice-level changes do not affect the original sales order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-the-invoice.webp\" alt=\"create invoice\" class=\"wp-image-524819\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-the-invoice.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-the-invoice-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-the-invoice-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/create-the-invoice-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Moreover, on the invoice form, you can check the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Share accurate discount details with the customer<\/li>\n\n\n\n<li>View the same structured discount summary<\/li>\n\n\n\n<li>Clearly see line discounts, global discounts, and fixed discounts<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/review-invoice-discount-summary.webp\" alt=\"review discount invoice\" class=\"wp-image-524820\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/review-invoice-discount-summary.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/review-invoice-discount-summary-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/review-invoice-discount-summary-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/02\/review-invoice-discount-summary-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Conclusion:<\/strong><\/p>\n\n\n\n<p>In conclusion, with Advance Discount Tracking, users get:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A clear visibility of all discount types to manage the discounts and invoices.<\/li>\n\n\n\n<li>Accurate accounting records so that no data is mismatched.<\/li>\n\n\n\n<li>Consistent discount tracking across sales orders and invoices.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Need Help?<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our email <a href=\"suppor@webkul.in\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Advance Discount Tracking module helps businesses manage, track, and analyze advance discounts efficiently, ensuring accurate records, better control, and improved financial transparency. 1. Start by creating a new Sales Order from the Sales module. Additionally, the customer selects the required products. Enter quantities and prices as usual. 2. Furthermore, open the Discount Wizard on <a href=\"https:\/\/webkul.com\/blog\/odoo-advance-discount-tracking-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":728,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8929,2007],"tags":[1420,2635,14056,1267,6793],"class_list":["post-524792","post","type-post","status-publish","format-standard","hentry","category-e-commerce-bagisto","category-odoo","tag-discount","tag-invoice","tag-invoice-discount","tag-odoo","tag-tracking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide For Odoo Advance Discount Tracking<\/title>\n<meta name=\"description\" content=\"Odoo Advance Discount Tracking helps businesses manage discounts accurately, ensuring clear records, better control, and smooth accounting.\" \/>\n<meta name=\"robots\" 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