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sale_global_discount

Author: Tecnativa,Odoo Community Association (OCA)
License: AGPL-3
Branch: 12.0-fix-sale-min-qty-dro
Repository: acsone/sale-workflow
Dependencies: account_global_discount, and sale
Languages: HTML (376, 38.4%), PO File (72, 7.3%), Python (327, 33.4%), SVG (77, 7.9%), XML (41, 4.2%), and reStructuredText (87, 8.9%)
Other branches: 11.0, 11.0-upd-copier-dro, 12.0, 12.0-add-sale_order_line_serial_unique-dro, 12.0-asw_master, 12.0-imp-travis-dro, 12.0-recref-len, 12.0-sale_order_transmit_method-sbj, 12.0-tieredpricing-len, 12.0-trn_master, 12.0-trnrecomputeall-len, 13.0, 13.0-cpi-prod-set, 13.0-fix-quotation_number-dro, 13.0-fix-sale-manual-delivery, 13.0-fix-sale_manual_delivery-ape, 13.0-hook-prepare-line-values-ape, 13.0-hook-sale-line-product-qty-ape, 13.0-imp-signature-dro, 13.0-mig-sale-procurement-amendment-dro, 13.0-mig-sale_delivery_split_date, 13.0-mig-sale_order_price_recalculation-dro, 13.0-mig-sale_promotion_rule_assortment, 13.0-sale_down_payment_wizard_taxes, 13.0-sale_product_set_fix_sequence, 13.0-update-repor-copier, 13.0-wpu_master, 14-sale_automatic_workflow-xbo, 14-sale_order_restrict_cancel_existing_invoice, 14-sale_promotion_rule_delivery, 14-sale_promotion_rule_delivery-xbo, 14.0, 14.0-abi_master, 14.0-auto-payment-mode-cpi, 14.0-fix-sale-product_set-dro, 14.0-imp-sale-mass_action-dro, 14.0-mig-sale-procurement-amendment-dro, bai_12.0_sale_order_line_date-fix, oca-port-pr-1819-from-14.0-to-13.0, and sale_quotation_delivery_mandatory-xbo
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RibraX/sale_global_discount, SanteLibre/sale-workflow, SequarSrl/sale-workflow, SeuMarco/sale-workflow, SimoRubi/sale-workflow, SodexisTeam/sale-workflow, Studio73/sale-workflow, Tecnativa/sale-workflow, ThanhICSC/sale, TheCloneMaster/sale, TheCloneMaster/sale-workflow, TimLai125/sale-workflow, Ubaid-UrRehman/sale, Ubaid-UrRehman/sale_global_discount, VanMoof/sale-workflow, Vauxoo/sale-workflow, VitalPet/ingadhoc-addons, VizThoughts/odoo-addons, WilldooIT-Private/sale-workflow, aaltinisik/sale-workflow, adhoc-dev/odoo-addons, adhoc-dev/sale, adhoc-dev/sale-workflow, agknz/odoo-addons, akretion/sale-workflow, altoch/sale, alxlexus/odoo-addons, andreampiovesana/sale-workflow, andrp92/sale-workflow, andyes326/sale_global_discount, anhvu-sg/sale-workflow, anodino-dev/sale-workflow, antilhue/sale-workflow, aparragithub/sale, arnoldkouya/sale_global_discount, aurestic/adhoc-dev-odoo-addons, aurestic/ingadhoc-sale, aurestic/sale-workflow, avoinsystems/sale-workflow, barkhass89/odoo-addons, binovo/ingadhoc-sale, bizzappdev/sale-workflow, bjoliveau/odoo-addons-2, bjoliveau/sale, bmya/odoo-addons, bmya/sale, brain-tec/sale-workflow, bringsvor/odoo-addons-1, caiuka/odoo-addons, camptocamp/sale-workflow, captivea-dcr/sale-workflow, cesargtz/odoo-addons, cloudland-sa/odoo-addons, coopiteasy/sale-workflow, cubells/odoo-addons-1, damdam-s/sale-workflow, damendieta/sale, daramousk/sale-workflow, diagramsoftware/adhoc-dev-odoo-addons, diagramsoftware/ingadhoc-sale, diggy128/sale-workflow, doanthehai/odoo-addons, druidoo-dev/sale, dvitme/odoo-addons, dw250100785/odoo-addons, eLBati/sale-workflow, eamedrano23/sale-workflow, ecosoft-odoo/sale-workflow, edanpiro/sale_global_discount, ehsu0407/sale-workflow, elego/sale-workflow, elmonitor/odoo-addons, enmasys/sale-workflow, erneutility/odoo-addons, exosoftware/oca-sale-workflow, factorlibre/sale-workflow, fallewi/sale-workflow, farosinv/sale_global_discount, feketemihai/odoo-addons, florian-dacosta/sale-workflow, fr33dz/odoo-addons, garzadekoster/odoo-addons, genuineaffairs/odoo-addons, gfcapalbo/sale, gfcapalbo/sale-workflow, gonza3001/odoo-addons, grindtildeath/sale-workflow, gsunjka/odoo-addons, gurneyalex/sale-workflow, haryoran04/sale, hbrunn/sale-workflow, heliarmandorojas/odoo-addons, heymanh/oca-sale-workflow, hsalomon/odoo-addons, hurrinico/sale-workflow, igallart/sale-workflow, ingadhoc/sale, initOS/sale-workflow, invitu/sale-workflow, irvingpicoy/odoo-addons, isos/odoo-addons-1, isoscl/odoo-addons, isoscl/sale, jado95/sale-workflow, jairuque/sale, jason156/sale, jjscarafia/odoo-addons, jobiols/adhoc-sale, jobiols/oca-sale-workflow, jobiols/odoo-addons, joseernestomendez/sale, jromeroarg/sale-workflow, kkys4bfgp75be9p/odoo-addons, kmee/sale-workflow, kn9/odoo-addons, kossovo/sale, kulius/odoo-addons, lammh/odoo-addons, leemannd/sale-workflow, legalsylvain/sale-workflow, lucianozuccari/odoo-addons, lvjh/odoo-addons, lweiming/sale-workflow, manutvarghese/odoo-addons, marcelomora/sale-workflow, 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sunflowerit/sale-workflow, sunshineLhj/sale-workflow, sygel-technology/sale-workflow, tafaRU/sale-workflow, takinobori/oca-sale-workflow, tegin/sale-workflow, thomaspaulb/odoo-addons, tirma-sa/sale-workflow, tymiles003/odoo-addons, unitek-solusi/OCA-sale-workflow, ursais/sale-workflow, versada/sale, versada/sale-workflow, vialaurea/OCA-sale-workflow, victoralmau/sale-workflow, vidtsin/sale, wahello/sale-workflow, xcgd/sale-workflow, xpertiz/sale-workflow, xtendoo-corporation/sale-workflow, yijunwu/odoo-addons, yk2kus/odoo-addons-1, yuzhengxing/sale-workflow, and zeroincombenze/sale-workflow

<h1 class="title">Sale Global Discount</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/12.0/sale_global_discount"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-sale_global_discount"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/167/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>Apply global financial discounts to sales that will be transmited to invoices and accounting.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Settings &gt; Technical &gt; Parameters &gt; Global Discounts</em></li> <li>Add a new discount.</li> <li>Choose the discount scope (sales or purchases).</li> <li>You can also restrict it to a certain company if needed.</li> </ol> <p>You can assign global discounts to partners as well:</p> <ol class="arabic simple"> <li>Go to a partner that is a company.</li> <li>Go to the <em>Sales &amp; Purchases</em> tab.</li> <li>In section sale (if the partner is a customer), you can set sale discounts.</li> <li>In section purchase (if the partner is a supplier), you can set purchase discounts.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Create a new sale order and choose a partner.</li> <li>If the partner has customer global discounts set, those will be applied to the order by default.</li> <li>Otherwise, you can set them manually from the header of the sale order.</li> <li>In the order footer, you can see the computed discounts.</li> <li>When you create an invoice from the order, the proper global discounts will be applied on it.</li> </ol> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Not all the taxes combination can be compatible with global discounts. An error is raised in that cases.</li> <li>Currently, taxes in invoice lines are mandatory with global discounts.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_global_discount%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a><ul> <li>David Vidal</li> <li>Pedro M. Baeza</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/12.0/sale_global_discount">OCA/sale-workflow</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>