Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales:
Creating a Coupon Program
1. Navigate to Sales: Go to the Sales app in your Odoo instance.
2. Access Coupon Programs: Under the “Products” tab, you’ll find a “Coupon Programs” menu.
3. Create a New Program: Click the “Create” button to initiate a new coupon program.
4. Define Program Details:
– Program Name: Assign a descriptive name to your program.
– Conditions: Specify the conditions for coupon eligibility, such as minimum order value, product categories, or customer groups.
– Validity: Set the start and end dates for the program’s validity.
– Rewards: Determine the type of reward, whether it’s a fixed-amount discount, a percentage discount, or a free product.
Generating Coupons
1. Generate Coupons: Once the program is defined, click the “Generate coupons” button.
2. Specify Generation Details:
– Number of Coupons: Define the quantity of coupons to generate.
– Customer Selection: Choose whether to generate coupons for specific customers or for anonymous customers.
– Validity Period: Set the validity period for the generated coupons.
Using Coupons in Sales Orders
1. Create a Sales Order: Start a new sales order as usual.
2. Apply the Coupon:
Manual Input: Enter the coupon code in the designated field on the sales order.
Automatic Application: If the order meets the program’s conditions, the system may automatically apply the coupon.
3. Validate the Coupon: Odoo will validate the coupon code and apply the corresponding discount to the order total.
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