Global Discounts/Increases on Sale/Purchase

by ,
Odoo

$ 40.40

v 10.0 v 11.0 v 12.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 920
Technical Name anb_global_discount
LicenseSee License tab
Websitehttp://www.anubia.es
Versions 10.0 11.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 920
Technical Name anb_global_discount
LicenseSee License tab
Websitehttp://www.anubia.es
Versions 10.0 11.0 12.0

Global Discounts/Increases

Global discounts/increases in partners, orders, invoices and journal entries.

Translated to:
Spanish English

Description

Summary

This module allows to apply global discounts or increases on the total amounts of sale/purchase orders and customer/supplier invoices. The global discount/increase is applied to each account move line to make the amounts fit with the invoice. We find this solution more elegant than adding extra lines. The standard sale/purchase order and invoice reports have been modified to show the global discount/increase in case it is set. It is possible to set a global discount/increase by default for each partner, to fill in automatically the global discount/increase field in their orders/invoices.

Workflow

It starts with the creation of global discounts/increases, selecting the modification type: Discount or Increase. Besides, each one can be of three types: Sale, Purchase or Sale/Purchase. Depending on their type, they will be available to choose on sale/purchase orders and customer/supplier invoices.

The global discount will modify the untaxed amount, and therefore, the taxes and the total amount. You can uses discount and increases in both purchase and sale workflows.

The invoices will generate the account move with the journal entries computed to fit with the invoices' amounts. Unlike other global discount apps, each line amount of the generated journal entry is adjusted according to the global discount/increase used. We found this solution clearer and better for the user purposes.

Global Discount/Increase on reports

The global discount/increase will be shown in the sale/purchase order/invoice reports, in case it is set.

Technical features

The following fields have been added to the standard Odoo models, and to a new model:

Account Invoice

  • Global Discount/Increase
  • Global Discount/Increase Type
  • Global Discount/Increase Modification Type
  • Global Discount/Increase Rate (%)
  • Global Discount/Increase Amount

Purchase Order

  • Global Discount/Increase
  • Global Discount/Increase Modification Type
  • Global Discount/Increase Rate (%)
  • Global Discount/Increase Amount

Sale Order

  • Global Discount/Increase
  • Global Discount/Increase Modification Type
  • Global Discount/Increase Rate (%)
  • Global Discount/Increase Amount

Partner

  • Customer Global Discount/Increase
  • Supplier Global Discount/Increase

Global Discount/Increase

  • Name
  • Amount (%)
  • Type
  • Modification Type
  • Company
  • Compatible with discounts per line.
  • Multicompany supported. Global discounts/increases can be available only for a specific company.
  • New security group. Only the users who belong to it could be able to create, modify or delete global discounts/increases.

Installation

To install this module ...

  • You must have installed or available to install the module account.
  • You must have installed or available to install the module purchase.
  • You must have installed or available to install the module sale.

Usage

To use this module ...

  • Give to your user permissions to create global discounts/increases setting as True the option Create and Edit Global Discounts/Increases under the Technical Settings section in Settings > Users & Companies > Users. You must also be sale or purchase manager to see the creation menus.
  • Create global discounts/increases in Sales > Configuration > Global Discounts/Increases or Purchase > Configuration > Global Discounts.
  • Select Sale as type if you only want the discount/increase available in sale orders and customer invoices, Purchase if you want it only available in purchase orders and supplier invoices, and Sale/Purchase if you want it available in both.
  • Select Discount as modification type if you want to create a discount. Select Increase if you want to create an increase.
  • If you are working in a multicompany environment, you will see the company field to select for which one the discount/increase will be available.
  • Create any sale/purchase order or customer/supplier invoice (depending on your discount/increase type). Select the global discount/increase you have created and check how the total amounts are changed.
  • If you create an order and create an invoice from it, check how the invoice take the same global discount/increase and amounts that the order.
  • If you validate an invoice, check how the lines of the resultant journal entry are adjusted according to the global discount/increase selected.
  • You can also print the report of the order or invoice and see the global discount/increase data.

Credits

Contributors

Maintainer

This module is maintained by Anubia Soluciones en la Nube, S.L.
This app has been tested in different work environments. We are continuously working on our apps to improve them. FREE support in case of bugs or issues with this app (except for data recovery), and as long as there are not other third party modules installed which are modifying the dependencies of this module (anyway, we will try to help you). Send any question or issue you have to the email address <anubia@anubia.es> or <jfv@anubia.es>. For more information and questions, please visit: http://anubia.es/en.

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
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Well done!
by
Cristobal Marti
on 2/4/20, 9:50 AM

Very good app!

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