{"id":34351,"date":"2025-11-28T07:03:24","date_gmt":"2025-11-28T07:03:24","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=34351"},"modified":"2026-07-07T06:09:47","modified_gmt":"2026-07-07T06:09:47","slug":"how-to-manage-line-level-and-bill-level-discounts-in-pos-refunds-in-odoo","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/point-of-sale\/how-to-manage-line-level-and-bill-level-discounts-in-pos-refunds-in-odoo\/","title":{"rendered":"How to manage Line-Level and Bill-Level Discounts in POS refunds in Odoo"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In the POS, how does the refund process work when line-level and bill-level discounts are applied How is the refund amount calculated based on the discounted price versus the original selling price.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Select Product and Apply the line-level Discount<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>POS<\/strong> system and enter or scan the product code or lot barcode in the search bar. Set the desired quantity of the product, then switch to <strong>Head Cashier<\/strong> to apply the <strong>line-level discount<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-POS-Cart-1024x623.png\" alt=\"Odoo POS Order Line Level POS Cart\" class=\"wp-image-34353\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-POS-Cart-1024x623.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-POS-Cart-300x183.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-POS-Cart-768x467.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-POS-Cart.png 1219w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Complete the Payment<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Switch to Cashier, then click the <strong>Payment Mode<\/strong> button or press the shortcut key <strong>F4<\/strong> to proceed to the payment screen. Select a payment method, such as <strong>Cash or UPI<\/strong>, and click <strong>Validate<\/strong> or use the shortcut <strong>Ctrl + V<\/strong> to complete the payment. The bill receipt will then be generated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Process a Refund<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once the order is complete, click <strong>Sales Return<\/strong>. Only the Head Cashier can process refunds, so switch to the Head Cashier role. Scan the bill or search for the bill number in the <strong>Search Orders<\/strong> field. The ordered products and discount percentages will be displayed on the right side. To refund a product, enter the total quantity from the bill as the refund quantity, then click <strong>Sales Return<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Refund-POS-Cart-1024x623.png\" alt=\"Odoo POS Order Line Level Refund POS Cart\" class=\"wp-image-34355\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Refund-POS-Cart-1024x623.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Refund-POS-Cart-300x183.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Refund-POS-Cart-768x467.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Refund-POS-Cart.png 1219w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>POS<\/strong> cart, the quantity and discount amount will appear as negative values, and the net value and tax amounts will also be negative. Switch back to the Cashier role, then click <strong>Payment Mode<\/strong> or use the shortcut key <strong>F4<\/strong>. On the payment screen, refunds can only be completed using the Cash method. The amount will appear as a negative value, indicating a refund. Click <strong>Validate<\/strong> or use the shortcut<br><strong>Ctrl + V<\/strong> to complete the payment, and the bill receipt will then be generated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"412\" height=\"522\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Bill-Receipt.png\" alt=\"Odoo POS Order Line Level Bill Receipt\" class=\"wp-image-34356\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Bill-Receipt.png 412w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Line-Level-Bill-Receipt-237x300.png 237w\" sizes=\"auto, (max-width: 412px) 100vw, 412px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Select Product and Apply the Bill-level Discount<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>POS<\/strong> system and enter or scan the product code or lot barcode in the search bar. Set the <strong>quantity<\/strong> of the product, then switch to <strong>Head Cashier<\/strong> to apply the bill-level discount. The bill-level discount will be added on a separate line.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-POS-Cart-1024x623.png\" alt=\"Odoo POS Order Bill Level POS Cart\" class=\"wp-image-34359\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-POS-Cart-1024x623.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-POS-Cart-300x183.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-POS-Cart-768x467.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-POS-Cart.png 1219w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Complete the Payment<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Switch to Cashier, then click the <strong>Payment Mode<\/strong> button or press the shortcut key <strong>F4<\/strong> to proceed to the payment screen. Select a payment method, such as <strong>Cash or UPI<\/strong> and click <strong>Validate<\/strong> or use the shortcut <strong>Ctrl + V<\/strong> to complete the payment. The bill receipt will then be generated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Process a Refund<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once the order is complete, click <strong>Sales Return<\/strong>. Only the Head Cashier can process refunds, so switch to the Head Cashier role. Scan the bill or search for the bill number in the <strong>Search Orders<\/strong> field. The right side will display the ordered products along with the bill-level discount line. To refund a product, enter the total quantity from the bill as the refund quantity, but do not select the bill-level discount line, then click the <strong>Sales Return<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-BillLevel-Refund-POS-Cart-1024x623.png\" alt=\"Odoo POS Order Bill Level Refund POS Cart\" class=\"wp-image-34362\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-BillLevel-Refund-POS-Cart-1024x623.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-BillLevel-Refund-POS-Cart-300x183.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-BillLevel-Refund-POS-Cart-768x467.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-BillLevel-Refund-POS-Cart.png 1219w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br>In the POS cart, quantities, net value, and tax will appear as negative, while the bill-level discount will show as a positive value. Switch to the Cashier role, then click <strong>Payment Mode<\/strong> or press <strong>F4<\/strong>. On the payment screen, refunds can only be completed using the Cash method, with the amount shown as negative. Click<strong> Validate<\/strong> or press <strong>Ctrl + V<\/strong> to finalize, and a refund receipt will be generated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"414\" height=\"489\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-Bill-Receipt.png\" alt=\"Odoo POS Order Bill Level Bill Receipt\" class=\"wp-image-34364\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-Bill-Receipt.png 414w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Order-Bill-Level-Bill-Receipt-254x300.png 254w\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In the POS, how does the refund process work when line-level and bill-level discounts are applied How is the refund [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[430],"tags":[676,515,521,495,526],"class_list":["post-34351","post","type-post","status-publish","format-standard","hentry","category-point-of-sale","tag-bill-level-discount","tag-discount","tag-line-level-discount","tag-pos","tag-refund"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34351","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=34351"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34351\/revisions"}],"predecessor-version":[{"id":36938,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34351\/revisions\/36938"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=34351"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=34351"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=34351"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}