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  1. APPS
  2. Sales
  3. L4E Discount Approval v 19.0
  4. Sales Conditions FAQ

L4E Discount Approval

by Links4Engg
Odoo
v 19.0 Third Party 3
Download for v 19.0 Deploy on Odoo.sh
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Versions 18.0 19.0
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Versions 18.0 19.0
  • Description
  • Manifest

L4E Discount Approval & Total Discount Management

All-in-one discount governance: salesperson global & line limits, tiered approval workflows, and total amount discount auto-distribution for Sales, Purchases, and Invoices.

Main Banner

Protect Your Sales Margin and Automate Discount Controls

In standard Odoo, sales representatives have the freedom to input any discount value on line items. Without strict guardrails, organizations frequently suffer from margin erosion due to excessive discounts, inconsistent pricing structures, and lack of management oversight. Manually auditing every quotation is tedious and slows down sales velocity. Furthermore, applying a single discount across a large multi-line order forces users to calculate and update each line manually, wasting valuable time and risking computation errors.

L4E Discount Approval & Total Discount Management solves these challenges by combining strict salesperson discount limits, tiered multi-level approval workflows, and automated total discount distribution. If a salesperson exceeds their allowed limit, the order confirmation or invoice posting is automatically blocked and routed to the correct managers based on the discount percentage. Meanwhile, the total discount tools allow users to apply a discount on the entire document (Sales Order, Purchase Order, or Invoice) and automatically distribute it proportionally to all lines in a single click.

The "Before & After"

Without App

Unchecked discounts erode profit margins
Reps manually apply discounts line-by-line
Manual escalation via email/chats for approval
No auditable record of who approved/refused
High risk of errors and margin leakage...
Recommended

With App

Enforce strict line and global limit guardrails
Route request to the correct tier automatically
Distribute total discount to all lines instantly
Maintain full audit history in Odoo Chatter
Secure & seamless workflow!

Business Problems Solved

Reps exceeding permitted discount levels
Lack of multi-level management escalation
Salespeople giving high discounts without paper trail
Inconsistent pricing across different customers
Wasting time typing discounts line by line
Incorrect tax/amount calculations in total discounts
Purchasing staff over-discounting without approval
No visual indicator for "over limit" lines during quotes
Lack of fallback limits for new users
Inability to block invoice posting with excessive discounts

Module Features

Salesperson Discount Limits

Configure global and per-line discount limits per salesperson. Fall back to company-wide default limits if no custom limit is defined.

Tiered Approval Routing

Define multiple approval tiers based on discount percentages. Route requests to appropriate approvers (Sales Managers, Directors, or Executive Board).

Total Discount Auto-Distribution

Apply total discount as a percentage or fixed amount. The system automatically distributes the discount to all document lines proportionally.

Warnings & Status Banners

Highlight over-limit lines immediately with a `⚠ Over Limit` tag. Display dynamic status banners (Pending / Approved / Refused) on the document.

Approval Logs & Chatter Integration

Keep full logs of requests, approval status, timestamps, and managers' comments/refusal reasons directly integrated into the Odoo Chatter feed.

Cross-Document Coverage

Secure both sales and procurement operations. Fully covers Sales Orders, Purchase Orders, and Invoices / Bills for unified compliance.


Complete Workflow Diagrams

Discount Approval & Confirmation Flow

Salesperson Inputs Discount (Line-level or Header level) ↓ System Checks Limits (User custom override OR company default) ↓ Limit Exceeded? ├── NO → Order Confirms Normally └── YES → Confirmation Blocked & request button visible ↓ Create Approval Request (Finds matching tier based on discount % range) ↓ Approvers Notified (Email / Chatter updates sent to managers) ↓ Manager Decision ├── REFUSE → Requester enters reason, order state set to 'Refused' (Reps must adjust discount or re-request) └── APPROVE → Order state set to 'Approved' ↓ Ready for Confirmation!

Visual Guide

How the interface looks inside your Odoo database.

1 Enable & Configure Default Limits

Under the Sales Configuration settings, toggle the "Require Discount Approval" feature, and define company-wide defaults for line-level and global header discount limits.

Sales Settings Limit Config

2 Configure Discount Tiers & Approver Workflows

Create custom tiers that match different discount ranges. Set up the specific list of approvers and choose whether confirmation requires "Any one approver" or "All approvers" to pass.

Discount Tiers Setup

3 Apply & Auto-Distribute Total Discount

Enter a total discount percentage or fixed amount at the header. The system instantly splits and applies the discount value proportionally across all item lines, ensuring accuracy and saving time.

Total Discount Distribution

4 Track Approvals via Dynamic Banners

Yellow (pending), red (refused), or blue (action required) banners display on the document. Over-limit lines are marked with warnings. Click the request button to notify managers instantly.

Approver Request Panel (Approve/Refuse Decisions):

Approver Panel

Dynamic Refusal Banner and Log History on Document:

Dynamic Refusal Banner

Functional Capabilities

Fallback company discount limits
Per-salesperson global & line overrides
Percentage/Amount header discounts
Automated line-wise distribution
Blocks quotation/order confirmation
Blocks customer invoice posting
Dynamic range-based tier selection
Multi-user / "Any" or "All" approvals
Email notifications & chatter messages
Interactive smart buttons & counters

Ideal For

Wholesalers & Distributors
Corporate Sales Teams
Retail & Trading Businesses
Procurement Departments
Multi-Company Organizations
Accounting & Auditing Managers
Operations Administrators
Businesses with Strict Margin Rules

Benefits

Protects profit margins from unauthorized discounts.
Eliminates manual line-by-line discount typing.
Enforces organizational governance automatically.
Simplifies request routing based on scale of discount.
Keeps a bulletproof audit history for financial reviews.
Provides clear visual cues inside the document form view.
Seamlessly processes sales, purchases, and invoices.
Fully configurable with no coding required.

Notes

Ensure active discount tiers cover all ranges above salesperson limits.
Toggling master settings disables checks globally.
Limit checks are run dynamically during confirmations.
Distributing a total discount overrides current line discounts.
Row-level security blocks reps from seeing others' limits.

Why Choose L4E Discount Approval?

This module offers the ultimate balance between strict margin security and sales team speed. Rather than using rigid approval schemes, it dynamically adapts to your team by checking salesperson limits first and routing requests according to the size of the discount. Additionally, the integrated total discount distribution tools eliminate administrative busywork for multi-line transactions. It's the most complete, unified discount governance suite for Odoo 19.

Need Help or Customization?

Our expert team at Links4Engg is ready to assist you. Whether you need support configuring this app or want to request custom Odoo features, get in touch with us!

support@links4engg.com
www.links4engg.com
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
Lines of code 2347
Technical Name l4e_discount_approval
LicenseLGPL-3

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