Global Discounts on Sale/Purchase

by ,
Odoo 1

41.29

v 10.0 v 11.0 v 12.0 Third Party 2
Required Apps Invoicing (account)
Purchase (purchase)
Technical Name anb_global_discount
LicenseSee License tab
Websitehttp://www.anubia.es
Also available in version v 11.0 v 10.0
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Required Apps Invoicing (account)
Purchase (purchase)
Technical Name anb_global_discount
LicenseSee License tab
Websitehttp://www.anubia.es
Also available in version v 11.0 v 10.0

Global Discounts

Apply global discounts in sale/purchase orders and customer/supplier invoices.

Translated to:
Spanish English

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Description

A global discount which modifies the untaxed amounts, taxes and totals

This module offers the possibility of creating global discounts of three types (Sale, Purchase or Sale/Purchase). Depending on their type, they will be available to choose on sale/purchase orders and customer/supplier invoices. The global discount will modify the untaxed amount, and therefore, the taxes and the total amount.

Multicompany supported, security groups and more options

  • You can define different global discounts for each company.
  • You can set the default sale and/or purchase global discounts of the customers/suppliers. This way the global discount field of their orders will be filled in automatically.
  • Only the users you want will be able to create, edit or delete the available global discounts, due to a new security group.
  • Workflows respected: invoices generated from a sale/purchase order will take the chosen global discount and the right amounts (except if the invoicing method is a deposit, in this case only the right quantities are moved to the invoice since showing the global discount there does not make much sense).
  • Global discounts printed in sale/purchase and customer/supplier invoice reports.

Global discounts in reports

The standard sale/purchase order and the customer/supplier invoice reports have been modified to show the global discount if it is set.

SPACE

Multiple fields and behaviours added

The following fields have been added to the standard Odoo models:

Sale Order

  • Global Discount
  • Global Discount Rate (%)
  • Subtotal
  • Global Discount Amount

Purchase Order

  • Global Discount
  • Global Discount Rate (%)
  • Subtotal
  • Global Discount Amount

Account Invoice

  • Global Discount
  • Global Discount Type
  • Global Discount Rate (%)
  • Subtotal
  • Global Discount Amount

The model Global Discount has been created with the following fields: Name, Amount (%), Type, Company.

Installation

To install this module, you need to:
  • You must have installed or available to install the module account.
  • You must have installed or available to install the module purchase.
  • You must have installed or available to install the module sale.

Usage

To use this module, you need to:
  • Give to your user permissions to create global discounts setting as True the option Create and Edit Global Discounts under the Technical Settings section in Settings > Users & Companies > Users. You must also be sale or purchase manager to see the creation menus.
  • Create global discounts in Sales > Configuration > Global Discounts or Purchase > Configuration > Global Discounts.
  • Select Sale in type if you only want the discount available in sale orders and customer invoices, Purchase if you want it only available in purchase orders and supplier invoices, and Sale/Purchase if you want it available in both.
  • If you are working in a multicompany environment, you will see the company field to select for which one the discount will be avialable.
  • Create any sale/purchase order or customer/supplier invoice (depending on your discount type). Select the global discount you have created and check how the total amounts are changed.
  • If you create a order and create an invoice from it, check how the invoice take the same global discount and amounts that the order.
  • You can also print the report of the order or invoice and see the global discount data.

Credits

Contributors

Maintainer

This module is maintained by Anubia Soluciones en la Nube, S.L.
It has a 30 days period of free support, in case of bugs or issues (except for data recovery), and as long as there are not other third party modules installed which are modifying the dependencies of this module. Send any question or issue you have to the email address <anubia@anubia.es>. For more information and questions, please visit: http://anubia.es/en.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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Odoo
Well done!
by on

Very good app!


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