Odoo – Apply global discount in Sales, Invoice

 

Currently odoo has inbuilt option for providing discount on sales order and invoices. But this feature is flawed as it only lets you give discount on each specific order line. In many cases of retail business, the company needs to give discount on final amount of sale order or invoice. So for this scenario we developed a feature called “Global Discount”

Odoo Sale Order

Odoo Sale Order

Above is a simple sale quotation with global discount feature. We can see on the bottom left part, there is option to apply discount on the whole sale order amount. There are two ways to apply discount as mentioned below:
Percentage – This will discount the sale order untaxed total by the percentage amount entered in “Discount” field.
Fixed – This will deduct the value entered in “Discount” field directly from the Sale Order untaxed total.

Odoo Sale Order with discount applied

Odoo Sale Order with discount applied

In above shot, we can see a global discount of 10 percent applied to the order, similarly we can also apply a fixed type discount. The flow will also continue when we create an invoice from sale order.

Confirming Sale Order

Confirming Sale Order

Now lets confirm and create invoice from sale order.

Draft Invoice from Sale Order

Draft Invoice from Sale Order

We can see that all the details of discount is carried forward to invoice also, so that we can also change them if we like from the invoice also.

Sometimes a business requires that invoice is created after delivery order, in that case also global discount will work when Invoice Mode is “On Delivery Order”.

Sale Order with Invoice after Delivery Order

Sale Order with Invoice after Delivery Order

In above sale order the Invoice mode is “On Delivery Order”, so first we need to finish delivery.

Odoo Delivery Order

Odoo Delivery Order

Now we confirm Delivery Order and then create Invoice.

Invoice created from Delivery Order

Invoice created from Delivery Order

The invoice created from delivery order will also hold the values for discount that was applied on sale time. So that we can adjust it from invoice also.

Once we validate the Invoice, we would also want to manage the accounting entries related to discount in a proper way. For this we have added an option in the company form as below.

Discount Account defined in company form

Discount Account defined in company form

User just need to define which account he wants to use for managing accounting entries for the discounts provided in the field “Select Account for Discount”.

 Journal Entry of Invoice Payment with Discount

Journal Entry of Invoice Payment with Discount

So when we validate the invoice and register payment, it will use the account defined in Company to create related journal items. So we can keep track of discounts provided to our customers.

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