POS Fixed Discount Amount — User Guide

Follow this step-by-step guide to configure and use fixed amount discounts in your Point of Sale.

1) Installation

• Install the module POS Fixed Discount Amount from Odoo Apps.
• Optionally install account_invoice_fixed_discount (OCA) for enhanced accounting integration.
• Update your apps list and restart the server if needed.

2) Basic Configuration

• Navigate to Point of Sale → Configuration → Point of Sale.
• Select your POS configuration and enable Fixed amount discounts.
• Save the configuration.

3) Choose Discount Mode

• Discount Product Line Mode (Recommended):
  • Select a service product to use as the discount item (e.g., "Discount").
  • This mode adds a separate line with negative price for the discount.
• Direct Netting Mode:
  • Enable Allow direct netting in the POS configuration.
  • This mode spreads the discount proportionally across order lines.

4) Optional Security Settings

• Set a Manager PIN requirement for discount authorization.
• Configure a Maximum Discount Amount to limit discount values.
• These settings help control discount usage and prevent abuse.

5) Using Order-Level Discounts

• Open your POS session.
• Add products to the order as usual.
• Click the Fixed Disc button in the control panel.
• Enter the fixed discount amount (e.g., 10.00 for $10 off).
• If manager PIN is required, enter it when prompted.
• The discount is applied to the entire order.

6) Using Line-Level Discounts

• Select an order line in the POS interface.
• Open the line menu (three dots or line options).
• Select Fixed Disc (line).
• Enter the discount amount for that specific line.
• The discount is applied only to the selected line.

7) Processing Refunds

• Refunds automatically recreate the original discount structure.
• Whether using discount product mode or direct netting, the refund will accurately reflect the original transaction.
• No manual adjustment needed—the module handles it automatically.

8) Accounting Verification

• After closing the POS session, review the accounting entries.
• Verify that discounts are properly posted with correct tax calculations.
• Check that fiscal positions are applied correctly.
• Ensure rounding is accurate across all entries.

Troubleshooting

• Fixed Disc button not visible? Ensure "Fixed amount discounts" is enabled in POS configuration.
• Discount not applying? Check if manager PIN is required and entered correctly.
• Accounting entries incorrect? Verify discount product configuration and tax settings.
• Refund totals don't match? Ensure you're refunding the complete order with all discount lines.