Odoo 14 book

Coupons and Promotions

Odoo offers coupons and promotions to attract more customers to your business. It ensures profit management and an effective sales process. It also supports the end user to do promotion for their products as per their requirement. Promotional programs are the best marketing tools where a person can manage, target the specific audience and can implement the loyalty program for a particular group.

Promotions

You can activate promotions in a few steps. Go to Sales>Configuration>Settings. Activate Coupons and Promotion Option.

You can find Promotions on the bottom of sale quotation creation window

On clicking Promotions you will get a new window

You can create a new promotion by clicking Create button

You can find different fields for promotion programmes in Odoo.

Program Name: It indicates the name for the promotion program

Conditions

Based on customers:

1. This coupon program can be applied to selected customers only.

2. Customers can be filtered according to the need.

3. All the customer records will be taken

by default

Based on Products:

1. The buyer will get reward on the purchase of this selected products

2. On purchase of these selected products rewards will be given.

3. By default, all products records that can be sold will be taken.

Quantity

1. Here we can set the minimum product purchase quantity to get the reward.

Minimum purchase

1. This helps to set the minimum required the amount to get rewarded

Promo code Usage

1. Code gets Automatically Applied

No code is required. In this case the reward is applicable automatically when the rule is met

2. Use code

If the program rule is satisfied the valid code will have to be added to add the reward.

Rewards

1. Apply on current order

IT enables me to apply a reward on current order.

2. Apply on next order

Here, the coupon will be Generated for the next order.

* Reward

1. Discount

The reward can be given as a discount

a) Apply discount: Discount can be set in two different ways.

1. Percentage: Fixed percentage of the total amount

2. Amount :Fixed amount discount will be provided

b) Discount Apply on

On order

Discount can be made applicable on the whole order

On cheapest product

Discount can be made valid for the cheapest product on the order

On specific Product

c) Discount will be made applicable to a specific product

d) Max Discount amount

A maximum amount of discount offered

2. Free product

Sometimes the reward can be given in the form of a free product.

3. Free Shipping

- Validity

Apply On

Maximum number of sales orders in which reward can be applied

* Start date & End date

A coupon can be availed between the given start date and end date.

Coupons

To activate the feature in quotation, Go to Sales>Configuration>Settings. Activate Coupons and Promotion Option.

On clicking the coupon programme, the user will be redirected to a new window as given below.

In order to create a new coupon, you can click the CREATE Button

Coupons can be used to generate limited discounts. A coupon can be called a one-time use code. It can generate discount for the customers.

Terms and conditions

Terms and conditions are the feature that helps in keeping up great relations between the partners. The same way, adding terms and conditions to quotations helps in organizing the relationship between the customer and the trader. The merchant is liable to declare all information regarding the product and company policy to the customer, so that the customer is able to go ahead with the deal after studying all conditions.

Odoo 14 provides a platform to set default terms and conditions on each quotation, sales order and receipt. This will help to trigger the activity,

This can be done by Going to SALES ‣ Configuration ‣ Settings and activating Default Terms & Conditions.

Under the box, the user can include default terms and conditions. The terms and conditions will then be displayed upon each quotation, sale order and receipt.