Discount Codes in Odoo 18 Sales: A Comprehensive Guide
Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively:
1. Setting Up Discount Programs:
* Navigate to Promotions:
* Go to Sales — Configuration — Promotions, Loyalty & Gift Cards.
* Create a New Program:
* Click Create.
* Select Coupon as the program type.
* Define the program’s name, start date, and end date.
* Specify the discount type (percentage or fixed amount).
* Set the discount amount or percentage.
* Configure conditions (e.g., minimum order value, specific products) if needed.
* Set usage limits (e.g., maximum uses per code, maximum total uses).
* Generate Coupons:
* Click Generate Coupons.
* Specify the number of coupons to generate.
* Optionally, upload a CSV file with pre-defined codes.
* Click Generate.
2. Applying Discount Codes at Checkout:
* Sales Order:
* In the Sales Order form, there’s a dedicated field for Discount Code.
* Enter the valid code, and the discount will be automatically applied.
* Point of Sale (POS):
* In the POS interface, there’s a Discount button.
* Click the button, enter the code, and apply it to the order.
Key Considerations:
* Coupon Validity: Ensure that coupons are active within the specified date range.
* Usage Limits: Monitor coupon usage to prevent overuse or fraud.
By effectively utilizing discount codes in Odoo 18, you can incentivize purchases, reward loyal customers, and drive sales growth.
Do you have any specific questions about setting up discount codes or their application in Odoo 18?
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