ODOO 11 ONLINESHOP - OFFERS & DISCOUNTS

TUTORIAL: MANAGE AND USE OFFERS & DISCOUNTS in ONLINE SHOPS

Freddy Czaja

In the Odoo 11 Onlineshop you now have the opportunity to offer discounts and vouchers (coupons) automated. The whole is divided into two areas: Promotion Programs (Discounts) & Coupon Programs. In this tutorial, we will only explain the section Promotional Programs (Discounts). Discounts are created within the App Sales, the menu item is called "Promotion Program" here. Discounts can be awarded automatically or through manual use of a "Promotions Code". The uses are really very diverse here, as our tutorial will show.

CREATE DISCOUNTS

FIRST OVERVIEW

You can create and manage discount promotions in the Odoo App "Sales" under "Promotion Programs". To create a discount promotion, first log in to Odoo and then go to Sales App > Catalog> Promotions Programs. In the first overview you can see the current discount offers. Here you go to „Create“ to start a new discount promotion.

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NAME OF THE DISCOUNT ACTION

In the newly opened window, first assign the name for the action and then specify all conditions (extensive).
 

BASED ON CUSTOMERS - BASED ON PRODUCTS

The conditions start with "based on customers" and "based on products". Firstly, you can view and filter the customers who have been approved for the discount campaign. See "Based on Products" for all available products. Here are also the rules, which qualifies products for the discount campaign.

Quantity

Here you specify the minimum number of products that must be in the shopping cart for the discount to be triggered.

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MINIMUM PURCHASE OF

Here you set the minimum sum for the discount to be triggered.

PROMO CODE USAGE

Here you determine whether the discount is set automatically or whether a discount code is used. If you activate the checkbox "Automatically Applied", all customers are automatically credited the discount (after fulfilling the other conditions) in the shopping cart.
If you activate the checkbox "Use a Code", a new field will open, in which you have to enter the number of the voucher code (freely selectable). The customer discount is only triggered if customers enter the discount code in the designated field of the shopping cart.

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APPLICABILITY

In this area, you activate the checkbox "Apply On Current Order" that the discount can be immediately applied to all orders. If the checkbox "Apply On Next Order" is activated, the customer will be sent an automatically generated code after the order, which can be used from the second order.

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REWARD

In this area you can activate three different discount types. By activating the checkbox "Discount", everything refers to a percentage discount or a certain amount of discount (to be set on the right under "Apply discount"). By activating the checkbox "Free Product", a product is added to the shopping cart when you buy one or more products (and fulfill the conditions). Which product it is and the amount of product, you can specify in the right-side section "Free product". The activation of the checkbox "Free Shipping" allows customers to send the products free of charge.

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REWARD LINE PRODUCT

Here, the currently stored reward is displayed. Example: 20.0% discount on iMac.

Use Discount

These fields are only shown if you have activated the checkbox "Discount" in the Reward area. Here you can opt for a percentage or for a fixed amount.

Discount Apply On has three options: On Order, On Cheapest Product and On Specific Product. By activating the checkbox "On Order" the discount applies to all orders. When activating the checkbox "On Cheapest", the discount applies to the cheapest product in the shopping cart. By activating the checkbox "On Specific Product", you can apply the discount to a product. In the last section "Max Discount Amount" the max. Total of the discount.

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VALIDITY

In this area, you determine above all the beginning and the end of the discount campaign. Under "Apply on First" the discount promotion can be limited to a certain number of orders (based on the total orders of all customers). Default is 0 here, which means there is no limit.

ONLINE SHOP

After you have created and activated the discount promotion in the Odoo backend, customers can use the discounts. If the promotion is based on activation without a coupon, then the terms of the discount, the discount amount (or the free shipping, free product) will be displayed in the shopping cart.

If the discount promotion is based on a promotion code, then this code must be entered and redeemed in the corresponding field in the shopping cart. See example:

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About Freddy Czaja

SEO is the air he breaths. If it has a bit of Oxygen, he doesn't care/ He likes his coffee black and cold.