$ 34.57
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3109 |
| Technical Name |
oe_customer_discount_ruleset |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Discount Ruleset Engine
Automate customer-specific pricing across Sales and Accounting with auditable AI insights
Key Features & Capabilities
Everything you need for professional operations
Account-Specific Pricing Governance
Centralize every negotiated discount with versioned rulesets, audit trails, and company scoping.
AI Discount Performance Analytics
Surface top customers, rulesets, and revenue impact from the built-in ai_analyze_discount_performance job.
Drag-and-Drop Rule Builder
Combine customer, product, category, quantity, subtotal, and date filters with sequence-based priority.
Sales & Invoice Synchronization
Sale orders and invoices inherit the same rules, keeping customer commitments aligned from quote to cash.
Permission-Aware Auto Discounts
Only users with âDiscount per SO lineâ rights trigger automation, protecting margins from unauthorized edits.
Fixed-to-Percent Conversion
Allow fixed dollar concessions that convert to percentages in real time to respect Odooâs discount model.
Rule Effectiveness Logging
Granular logging flags rule matches, fallbacks, and ignored fixed discounts for compliance reviews.
Multi-Company Ready
Automatic record rules restrict access to company-specific pricing while still allowing shared templates.
Field-Level Guidance
New backend assets highlight required fields, inject ribbons, and display contextual notifications.
Audit-Friendly Notes
Customer-level notes capture negotiation context, stored directly on the partner record for finance review.
What's Included
Core Features
|
Additional Components
|
Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_customer_discount_ruleset" -> Click Install
- Configure permissions: Navigate to Settings -> Users & Companies -> Enable âDiscount per SO lineâ for sales staff
- Initial configuration: Create discount rulesets under Sales -> Configuration -> Customer Discounts
Basic Usage
- Creating records: Add rulesets with percentage or fixed discounts and assign them to customers
- Managing data: Update rule sequences to control precedence and deactivate expired concessions
- Using key features: Create a quotation; the system highlights discount sources and applies the correct percentage
- Generating reports: Run the AI Discount Performance job from Technical -> AI Jobs to review top rulesets
Tips & Best Practices
- Use sequences to place most specific rules (customer + product) before broad fallbacks
- Enable fixed-to-percent conversion only when finance approves the rounding method
- Pair rulesets with Pricelists for full pricing governance
- Schedule AI jobs monthly to monitor discount erosion trends
Important Notes
Ensure rulesets and customers belong to the same company. Fixed-amount discounts require the âAllow Fixed Discountsâ toggle to avoid unexpected 0% conversions when subtotals are zero.
Frequently Asked Questions
Q: Which Odoo editions and versions are supported?
A: The module supports Odoo Community and Enterprise 12.0 through 19.0. It requires oe_ai_job_base, sale, and account modules.
Q: Can we restrict discounts by sales team or company?
A: Yes. The module includes custom security groups, multi-company record rules, and respects the âDiscount per SO lineâ permission.
Q: How do AI analytics integrate with reporting?
A: Run the AI job to generate a JSON payload summarizing top rulesets, customers, and discount percentages. The data feeds dashboards or downstream automation.
Launch Demo Instance
Explore Customer Discount Ruleset Engine in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install Customer Discount Ruleset Engine today and experience the difference quality makes.
Launch Demo Get in Touch© 2025 Odoo Engineering. All rights reserved.
Professional Odoo modules built with excellence in the USA.
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module