Global Discount

This video provides a detailed look at the Global Discount feature in Odoo 18, demonstrating how to apply a single discount to an entire sales order rather than individual line items, streamlining the negotiation and checkout process.

Managing Global Discounts in Odoo18

• Concept of Global Discounts: The video introduces the “Global Discount” as a tool to apply a percentage or fixed amount reduction to the total value of a Sales Order, rather than adjusting each product price one by one.
• Enabling the Feature: To use this, you must go to Sales > Configuration > Settings and activate the “Discounts” option. The video shows how this adds a specific field to the Sales Order for easier access.
• Creating a Discounted Order: The narrator creates a new quotation and adds multiple products. The video demonstrates that once items are added, the Global Discount button becomes the central tool for adjusting the final price.
• Applying the Percentage: You can see how entering a value (e.g., 10%) in the global discount field automatically calculates the reduction across the entire subtotal, saving time on manual calculations.
• Tax Calculation Logic: A key technical point shown is how the system handles taxes. The video demonstrates that the global discount is applied before or after tax depending on your configuration, ensuring accounting accuracy.
• Confirmation and Validation: Once the discount is applied, clicking Confirm locks in the discounted total and converts the quotation into a Sales Order.
• Invoicing the Discount: The process concludes with the creation of the Invoice, where the global discount is clearly displayed as a separate line item or a reduction in the total, providing transparency for the customer.