Overview
Odoo Sales has a Discount wizard, but Purchase does not, so buyers edit each line by hand to apply a supplier discount. This module adds the same Discount button to the purchase order form and a small wizard with three modes. It plugs into Purchase and Accounting and uses a discount product configured on the company. Buyers apply a supplier discount in seconds and the order lines and totals stay traceable.
Usage steps
- 1
Configure the discount product
The company holds a discount product used for the extra discount lines. It is created or selected once and reused for every order. If none is configured the wizard stops with a clear message.
- Field: discount product on the company
- Reused for all orders
- Error if missing
- 2
Open the Discount wizard
On a purchase order in draft or quotation state the buyer clicks the Discount button. The wizard opens with the order, company and currency preloaded. Users of the purchase user group can use it.
- Button: Discount
- Order and currency preloaded
- Access for purchase users
- 3
Discount on all order lines
With the mode On All Order Lines the buyer enters a percentage. The wizard writes that percentage as the discount on every order line. The line totals recompute at once.
- Field: Percentage
- Applies to every line
- Totals recompute
- 4
Global discount line
With Global Discount the wizard adds one discount line whose amount is a percentage of the order total. The line uses the discount product. The original lines are left untouched.
- Percentage of the total
- Single line with discount product
- Original lines unchanged
- 5
Fixed amount discount
With Fixed Amount the buyer types an amount in the order currency and one discount line is added for it. The amount is validated and an invalid amount is rejected. The order total drops by exactly that amount.
- Field: Amount
- Validation of the amount
- One discount line
- 6
Apply or discard
The Apply button creates the lines or updates the discounts and closes the dialog. Discard closes it without changes. The buyer then confirms the order as usual.
- Button: Apply
- Button: Discard
- Confirm the order afterwards
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Purchase user |
| Purchasing manager |
Dependencies
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