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Help

Promotion Programs - How to apply only for current Quotation

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promotionprogram
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Alejandro Vidaurre

Good Morning,

I have the following issue, Promotions Program do not apply to only current Order, my setting is the following:

  • Customer "A" has 4 Sales one of them is for $3500.

  • Customer "B" is new and have never had a Sale.

  • Promotion Program "1" is for Customers that place an Order of equal or above $1000 but under $2500 will get a 5% discount on the Untaxed Amount.

  • Promotion Program "2" is for Customers that place an Order of equal to or above $2500 will get a 10% discount on the Untaxed Amount.

Promotion "1" is set to:

  • ["&","&",["sale_order_ids.amount_untaxed",">=",1000],["sale_order_ids.amount_untaxed","<",2500],["sale_order_ids.state","=","draft"]]

Promotion "2" is set to:

  • ["&",["sale_order_ids.amount_untaxed",">=",2500],["sale_order_ids.state","=","draft"]]

My issue starts with the Fact that the Promotions Program will look for Conditions Based on Customers and Products but not Quotations, then if Customer "A" has already an Order in the past for $3500 and place a new Order today for just $500 it'll fall under the Promotion "1", I tried to add the Condition of a Sale Order on Draft (Quotation) to try to narrow it to just the current Order, but it's still looking of course to the Customer conditions.

On Customer "B" it'll work perfectly because there's no history to look at.

Is there a way I'm missing to apply these discounts to only the current Sale Order Condition regardless of the Customer previous Orders?

I am using Odoo V.11 Enterprise.

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Alejandro Vidaurre
Penulis Jawaban Terbai

Hmmm, 69 reads and not a single Reply ... I guess there's not that many experienced users borwsing through these forums and it's only us non experienced users lurking around for answers.

Anyways I found the problem and it's actually an Odoo bug, the Promo will apply according to the Sequence Number assigned to them, and there's supposed to be a handle widget in the List View for the Promotion Programs, so if you're having a problem similar to me related to the fact that the promos are not applying correctly might be that they have all the same priority and the system is designed to assign the first one it find with matching criteria.

Go to Developer Mode and on the List View for Promotion Programs add the following line to the List View:

<field name="sequence" widget="handle"/>

Then you can move them and it'll search through them from the top one to the last one in order and apply the first one that matches criteria.

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TURBOCHANGARRO DE MEXICO
Jawaban Terbai

Hi!

I'm kind of going through the same issue, but I wrote the line (I'm on version 14) and it doesn't work.

Where should I adjust the sequences? After I write that line in list view and come back to the promotions page, the sequence I defined is gone. 

Additionally, how do you instruct it to stop searching after the first match is found? It continues applying all the possible matches beyond the first one found

Thanks!

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