(#74) How to Manage Line Discounts & Global Discounts in Odoo 18 POS

Offering discounts in a store can attract more customers, boost foot traffic, and increase revenue. Providing value to loyal customers not only helps clear outdated inventory to make room for new stock but also strengthens brand loyalty. Additionally, discounts create a sense of urgency, encouraging customers to make quicker purchasing decisions.

In Odoo 18's Point of Sale module, you can apply discounts in two ways:

1. Line Discounts: These are applied to individual products, giving you flexibility to set specific prices for certain items.

2. Global Discounts: These are applied to the entire order, offering a fixed percentage or amount off the total cost of all products in the sale.

To configure discounts, navigate to the Point of Sale module. For instance, if there’s a PoS setup named "Bakery," you can check its configuration by going to the Settings under the Configuration menu.

Line Discounts

In Odoo 18 Point of Sales, line discounts allow you to apply discounts to specific products, offering the flexibility to customize promotions for individual items.

To enable line discounts, navigate to the settings page of the Point of Sale module. Scroll down to the Pricing section and activate the Line Discount option. Once enabled, cashiers can apply a discount to each order line during the sales process.

Go to the dashboard, as said before, the dashboard shows the point of sale Bakery. Click on the Open Register button to open the session.

Here, the salesperson opens a new session. As a first step, the cashier can add an Opening balance if necessary. Then click on the Open Register button.

The screen shows a list of products on the right side. The product categories are shown in the upper bar of the right-side screen. If a customer needs to purchase some product, then the salesperson can choose the required products, and those products will be added to the left side of the screen.

Here, a customer wants to purchase two quantities of Bagels. So the salesperson can add some discount on that particular product. The actual sales price of the product with tax is $23  per unit, and the total is $46.

Consider a scenario where a 2% discount is applied to a product. In the Point of Sale interface, there is a button with a percentage icon that allows the salesperson to add discounts to the order line. By clicking the button and entering "2," a 2% discount is applied to the selected item.

For instance, after applying a 2% discount, the product's sales price is reduced to $22.54. This means 2% of the original price has been deducted. Consequently, the total sales price for the order is adjusted to $45.08.

The second product chosen is a blueberry muffin in one quantity. The sales price is 10 dollars with a 15% tax. So the total is 11.50 dollars. Again, click on the ‘%’ button to add a discount to the order line.

This time a 25% discount is added to the product. So the price changed to 8.63 dollars. This means a 25% discount is added to the sales price of the product.

This is the way to add line discounts. The cashier can add discounts on each order line. It's also possible to change the discount. For that, the cashier can choose the necessary order and then again click on the discount icon and then the discount digits. To complete the order, click on the Payment button. Then, choose the proper payment method and validate the payment.

The order can be viewed from the backend of the session. For that first, close the session. Once it is closed, move to the Orders menu. From the dropdown list, click on the Orders. Then, open the order. Here, the order reference, order date and time, session, and name of the salesperson are shown.

The order line displays a list of products along with their quantities and prices. Discounts can be applied individually to each product. For example, a 2% discount is applied to the first product, while a 25% discount is applied to the second product. These discounts are calculated and added separately for each product.

Global Discounts

Global discounts simplify the process by applying a uniform discount to the entire order. This feature is particularly useful for handling large transactions with a single discount. To enable this, return to the settings of the Point of Sale named "Bakery." Under the Pricing section, you will find the second discount option, labeled Global Discount.

Enable the Global Discount, then add a Discount product. The global discount is applied on the whole order so the discount percentage must be mentioned inside the settings. Here 50% discount is added, which means on each order, the customer gets a 50% discount. Save it and go to the dashboard.

The dashboard shows the same Bakery, which is currently closed. The closing date and closing balance are updated there. To start a new session, click on the Open Register button again.

Here, the closing balance of the previous section can be added as the opening balance, and then the session can start. The customers ask for three quantities of Apple Pie and two quantities of Cherry Pie. So, the products with the required quantities are added to the order line.

To add the global discount, click on the Actions button. Then a new popup will appear there as shown below. The popup displays some options like General Note, Discount, Quotation/Order, Customer Note, Pricelist, Refund, Tax, and Cancel Order displays there.

The Discount button will be used to add the global discount to the order. Click on it, and then the popup window with the Discount Percentage will appear. The window shows an amount of 50%. Click on the Ok button.

The same discount product that was added in the settings is added under the order line. The product will deduct 50% of the total sales order amount there. Here, the total sales price of the two products is 73.60 dollars. And the 50% of the total amount is 36.80 dollars. And the amount deducted from the amount.

Click on the Payment button to add the payment.  Choose the payment method. After choosing the payment method, click on the Validate button.

The receipt shows that there are three different products, and one of them is a discount product.

Close the session by clicking on the Close Register button, laced in the upper right corner. Then, after closing the session, the dashboard again updated.

To review orders, navigate to the Orders menu and select the desired orders. A list of orders will appear—click on the most recent one. The order details, including reference, date, and session, will be displayed.

In this example, a discounted product has been added to the order. The order line shows the selected products, and the discount is applied to the entire order rather than individual products.

Using both line and global discount management in Odoo 18 Point of Sale empowers businesses to offer flexible pricing adjustments. This not only enhances customer satisfaction but also boosts sales efficiency. Streamlining these promotional tools ensures precise control over discounts and improves overall operational performance.