Overview

Advanced Discount Management is a powerful Odoo module that enables sophisticated promotional strategies for retail and wholesale businesses. Automatically apply discounts based on customer spending patterns, special occasions, and business rules—all with seamless POS and Sales integration.

Key Features

How It Works

The module integrates directly into Odoo's sales pipeline:

• Customer Profile: Capture and manage customer birthday dates and annual spending data.
• Discount Rules: Define automatic discount rules (annual spending, birthday, custom conditions).
• Order Processing: Discounts apply automatically on sales orders and POS transactions.
• Reporting: Monitor discount usage, customer spending, and program effectiveness.

Use Cases

• Retail Stores: Drive repeat purchases with birthday and loyalty discounts.
• Wholesale Businesses: Tier-based discounts for high-value customers and bulk orders.
• E-commerce: Automated promotional campaigns based on customer lifetime value.
• Restaurants/Cafes: Birthday specials and loyalty rewards to boost foot traffic.
• Subscription Services: Reward long-term customers with exclusive discounts.
• Furniture/Electronics: Large purchase discounts for loyal customers.

Technical Details

• Odoo Version: 18.0 compatible
• Dependencies: base, sale, account, point_of_sale
• License: LGPL-3 (Open Source)
• POS Integration: JavaScript service patch for advanced discount calculations
• Database Models: Customer Annual Discount, Customer Birthday Discount, Complimentary Gift, Discount Rules

Configuration & Customization

• Configure discount thresholds and percentages via UI (no coding required).
• Set annual spending limits, discount amounts, and applicable product categories.
• Create conditional discount rules (e.g., exclude certain product types, specific customers).
• Manage birthday notification settings and promotional calendars.
• Customize POS display to show applicable discounts in real-time.

Installation & Setup

1. Download and extract the module to your Odoo addons directory.
2. Restart your Odoo service: sudo systemctl restart odoo
3. Update the apps list from Apps > Update Apps List.
4. Search for Advanced Discount Management and click Install.
5. Grant user permissions in Settings > Users as needed.
6. Configure discounts in Sales > Discounts > Discount Management.

Performance & Scalability

• Optimized database queries for fast discount lookup on high-volume transactions.
• Caching of discount rules to reduce computational overhead.
• Supports unlimited customers, products, and discount rules.
• Batch processing for bulk discount calculations.

Security & Compliance

• Role-based access control (Manager, User, Viewer roles).
• Field-level security for sensitive discount data.
• Audit trail for all discount applications.
• GDPR-compliant birthday data handling.

Benefits

• Increased Customer Lifetime Value: Loyalty programs keep customers coming back.
• Higher Conversion Rates: Personalized discounts encourage purchases.
• Time Savings: Automate promotional logic, reduce manual calculations.
• Data-Driven Decisions: Reports show which discounts drive the most sales.
• Competitive Advantage: Modern loyalty programs differentiate your business.
• Reduced Churn: Birthday and anniversary programs improve retention.

Reports & Analytics

• Birthday Report: View upcoming birthdays and discounts issued.
• Discount History: Track all applied discounts and their impact.
• Customer Analysis: Identify top spenders and loyalty program participants.
• Revenue Impact: Measure discount effectiveness and ROI.

Frequently Asked Questions

Get Started Today

Transform your sales strategy with Advanced Discount Management. Install the module now and start creating loyalty programs that boost revenue and customer retention.

This app store listing was generated to match the module's functionality and features. For updates, documentation, and community support, visit the Odoo marketplace and community forums.