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Is there a way in Odoo 17 to automatically apply Discount & Loyalty rules in sales orders?

Userstory:

As salesperson I want Odoo 17 to automatically apply the discount when I add a product containing a discount into an salesorder.

Usercase:

My customer has bought product X which has a discount through the Discount & Loyalty module, I have selected product X and via Promotions the discount is automatically added without me having to click any buttons.

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Najlepsza odpowiedź

Hi,

In Odoo 17, you can set up automatic discounts using the Discount & Loyalty module, but it requires the Promotion Rules to be configured correctly so they apply automatically when a product is added to a sales order


Refer:

1. https://www.youtube.com/watch?v=4Bu149BIykg

2. https://www.youtube.com/watch?v=TzXnhVBCGa4


Hope it helps.

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Autor Najlepsza odpowiedź

Hi Alex, no we haven't figured it out yet. We've asked our implementation partner for a solution but we've decided to stick with applying the promotions by hand. 

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Najlepsza odpowiedź

Nathan, did you solve this as we have the same problem.

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