Author: |
Tecnativa,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
13.0-fix-quotation_number-dro |
Repository: |
acsone/sale-workflow |
Dependencies: |
account_global_discount,
and
sale |
Languages: |
HTML (378, 36.8%),
PO File (71, 6.9%),
Python (345, 33.6%),
SVG (77, 7.5%),
XML (64, 6.2%),
and
reStructuredText (91, 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-fix-sale-min-qty-dro,
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-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 |
Other repositories: |
ADVALAKI/sale,
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BIZ4Africa/sale-workflow,
BenjaHe/sale-workflow,
Change2improve/sale-workflow,
ClearCorp/ingadhoc-addons,
ClearCorp/ingadhoc-sale,
Comunitea/sale-workflow,
Darknroses/sale-workflow,
DevidLuxim/odoo-addons,
Digital5-Odoo/sale-workflow,
ERPLibre/sale-workflow,
ElvenStudio/odoo-addons,
ForgeFlow/sale-workflow,
GSLabIt/sale-workflow,
Garrincha11-Python/sale-workflow,
Guobower/sale,
Infinityloopsistemas/sale_global_discount,
Ingeos/odoo-addons,
Ingeos/sale-workflow,
Jarsa/sale-workflow,
JuaniFreedoo/sale-workflow,
Khalid-SerpentCS/sale-workflow,
KonaERP/sale-workflow,
LevelPrime/sale-workflow,
MadsackMediaStore/addons-adhoc,
MindAndGo/sale-workflow,
NeatNerdPrime/sale-workflow,
Numigi/odoo-sale-workflow,
OCA-MUK/sale-workflow,
OCA/sale-workflow,
Odoo-Pakistan/sale_global_discount,
OdooBulgaria/odoo-addons-2,
OpenAT/sale-workflow,
OutillageStEtienne/sale,
PESOL/sale-workflow,
Phoenix6001/odoo-addons,
RL-OtherApps/sale,
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,
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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,
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jromeroarg/sale-workflow,
kkys4bfgp75be9p/odoo-addons,
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mariomayoz/odoo-addons,
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nikul-serpentcs/sale-workflow,
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rsullivan2704/sale-workflow,
samsagaz/sale-workflow,
sanube/sale-workflow,
scigghia/sale-workflow,
sebatista/sale,
sendalpegat/sale-workflow,
sergiocorato/sale-workflow,
sgheller/sale-workflow,
simahawk/sale-workflow,
skeller1/sale-workflow,
smadco/sale-workflow,
sodexis/sale-workflow,
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/13.0/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-13-0/sale-workflow-13-0-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/167/13.0"><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 be able to handle global discounts, you need first to give to your user the
"Manage Global Discounts" permission.</p>
<p>Then, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Settings > Technical > Parameters > 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 & 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:%2013.0%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/13.0/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>