Overview
The POS Discount Reason module is a comprehensive solution for tracking and managing discounts in Odoo's Point of Sale system. It ensures that every discount applied requires a reason, providing better accountability and audit trails for restaurant and retail operations.
This module is specifically designed for Dar Al Mahashi Restaurant to maintain detailed records of all discount transactions, helping with financial reporting and compliance.
Key Features
- Mandatory Discount Reasons: Requires cashiers to provide a reason when applying discounts or negative prices
- Product-Level Control: Mark products as discountable or non-discountable
- Real-time Validation: Prompts appear automatically when discounts are applied during checkout
- Comprehensive Reporting: View discount reasons in sales detail reports
- Total Discountable Calculation: Automatically computes total discountable amounts per order
- Negative Price Handling: Special handling for negative price adjustments with reason tracking
How It Works
Technical Implementation
Backend Models:
pos.order.line- Extended withdiscount_reasonfieldpos.order- Addedtotal_discountablecomputed fieldproduct.template- Addeddiscountableboolean fieldpos.details.wizard- Extended with discount report option
Frontend JavaScript:
Views & Reports:
- POS Order Line views with discount reason field
- Product template views with discountable checkbox
- Enhanced sales detail reports showing discount reasons
- POS session reports with discount tracking
Use Cases
- Restaurant Management: Track why discounts were given (customer complaint, loyalty, etc.)
- Audit Compliance: Maintain detailed records for financial audits
- Employee Accountability: Ensure all discounts are properly documented
- Analytics: Analyze discount patterns and reasons for business insights
- Inventory Control: Control which products can receive discounts
Technology Stack
Screenshots & Features
Discount Reason in Order Line
When applying a discount to an order line in the POS interface, a popup appears requiring the cashier to enter a reason for the discount. This ensures all discounts are properly documented and tracked.
POS Discount Application
The discount reason feature is seamlessly integrated into the Point of Sale interface. Cashiers can apply discounts with mandatory reason tracking directly from the POS screen.
Sales Details Wizard
The sales details wizard includes an option to show discount details in reports. Administrators can enable "Show Discount Details" to include discount reason information in sales reports.
Generate Discount Report
Generate comprehensive sales reports with discount details. Select the date range, POS configuration, and enable the discount details option to view all discount reasons in the report.
Discount Sales Report
The sales detail report displays all discount reasons for each transaction, including order reference, date, employee, customer, and the reason for each discount applied. This provides complete audit trails for financial compliance.
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