📋 Overview

The Target Discount Configuration module allows you to automatically apply discounts to sales orders based on customer's historical posted invoice totals within a specified period (yearly or monthly).

🔄 Process Flow

Detailed Flow Steps

1. Configure Discount Slabs: Set up target discount configuration with period type, year/month, and discount slabs.
2. Create Sale Order: Create a new quotation/sales order.
3. Select Customer: When you select a customer, the system automatically calculates their historical invoice total.
4. View Information: The system displays:
   • Historical Invoice Total
   • Target Discount Percentage (based on slab)
   • Target Discount Amount (calculated when applying)
5. Apply Discount: Click "Apply Target Discount" to add the discount line to the order.

⚙️ Configuration Guide

Step 1: Create Target Discount Product

The module automatically creates a "Target Discount" product. If needed, you can manually create one:

1. Go to Sales → Products → Products
2. Create a new product with:
   • Name: "Target Discount"
   • Type: Service
   • Check "Is Target Discount Product" in the Sales tab
   • Remove all taxes (Customer Taxes should be empty)

Step 2: Create Discount Configuration

1. Go to Sales → Configuration → Target Discount Configuration
2. Click Create
3. Fill in the configuration:

   Field	Description
   Name	Descriptive name for this configuration
   Period Type	Select "Yearly" or "Monthly"
   Year	The year for calculating historical invoices
   Month	Required if Period Type is "Monthly"
   Discount Account	Contra-revenue account for discount journal entries
   Active	Only one configuration can be active per company

Step 3: Configure Discount Slabs

Add discount slabs to define discount percentages based on historical invoice amounts:

📖 Usage Guide

Creating a Sale Order with Target Discount

1. Go to Sales → Orders → Quotations
2. Click Create
3. Select a Customer
   • The system automatically calculates and displays:
     • Historical Invoice Total: Sum of posted invoices for the configured period
     • Target Discount (%): Discount percentage based on slabs
4. Add Order Lines (products/services)
5. Review the Target Discount Information section (below Terms & Conditions)
6. Click "Apply Target Discount" button
   • This calculates the discount amount based on order subtotal
   • Adds a discount line with negative amount to the order
7. Confirm the order and create invoice as usual

Removing Target Discount

1. On the sale order, find the Target Discount Information section
2. Click "Remove Target Discount" button
3. The discount line will be removed from the order

📊 Accounting Flow

Invoice Journal Entry

When the sale order with target discount is invoiced, the journal entry includes:

❓ Frequently Asked Questions

Q: Why is the Historical Invoice Total showing 0?

A: This can happen if:

• The customer has no posted invoices in the configured period
• The order date doesn't match the configuration period (year/month)
• No active discount configuration exists for the company

Q: Why can't I see the Apply Target Discount button?

A: The button is hidden when:

• Target Discount Percentage is 0%
• A discount line has already been applied
• The order is not in Draft or Sent state

Q: Can I have multiple active configurations?

A: No, only one Target Discount Configuration can be active per company at a time.

Q: Does the discount include taxes?

A: No, the Target Discount product should have no taxes. The discount is applied before tax calculation on other line items.

Q: How are refunds handled?

A: Credit notes (refunds) are included in the historical invoice total calculation using amount_total_signed, which is negative for refunds.

🔧 Technical Information

Models

Key Fields on Sale Order

Dependencies

• sale_management - Sales Management
• account - Invoicing

🏷️ Author & Support

Author: NexOrioins Techsphere
Maintainer: Rowan Ember
Website: nexorionis.odoo.com
Email: nexorionis.info@gmail.com