Profit of Sale Order

This video provides a practical guide to the Global Discount feature in Odoo18, demonstrating how to efficiently apply a percentage-based discount to an entire Sales Order to simplify the pricing process for bulk transactions.

Introduction to Global Discounts in Odoo18

• Concept of Global Discounts: The video introduces the global discount as a way to reward customers by reducing the total order value. This is a more efficient alternative to applying individual discounts to every single product line.
• Setting Up the Discount Program: In the Discount & Loyalty menu, the narrator creates a new program titled “10% Global Discount.” The “Program Type” is specifically set to Loyalty Cards to manage the discount logic.
• Defining Currency and Points: The video highlights setting the currency to INR and using “Points” as the unit. This configuration ensures the discount is calculated accurately based on the total monetary value of the order.
• Applying the Reward Rule: The narrator shows how to configure the “Rewards” section, specifically selecting Discount and setting it to 10% on the “Entire Order.” This ensures the reduction applies to the final subtotal.
• Executing a Sales Transaction: The walkthrough demonstrates creating a new quotation for a customer (e.g.Covestro India). Once the products are added, the Discount button is used to trigger the global reduction.
• Real-time Point Calculation: The video points out the Loyalty Card summary at the bottom of the order, which tracks the points issued and used for that specific transaction in real-time.
• Finalizing and Invoicing: After the discount is applied and the order is confirmed, the video shows the creation of the Invoice, ensuring the 10% reduction is professionally documented for the customer.