115 lines
3.9 KiB
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115 lines
3.9 KiB
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====================
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Sale Global Discount
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====================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/12.0/sale_global_discount
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-sale_global_discount
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/167/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Apply global financial discounts to sales that will be transmited to invoices
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and accounting.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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#. Go to *Settings > Technical > Parameters > Global Discounts*
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#. Add a new discount.
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#. Choose the discount scope (sales or purchases).
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#. You can also restrict it to a certain company if needed.
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You can assign global discounts to partners as well:
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#. Go to a partner that is a company.
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#. Go to the *Sales & Purchases* tab.
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#. In section sale (if the partner is a customer), you can set sale discounts.
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#. In section purchase (if the partner is a supplier), you can set purchase
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discounts.
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Usage
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=====
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To use this module, you need to:
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#. Create a new sale order and choose a partner.
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#. If the partner has customer global discounts set, those will be applied to
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the order by default.
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#. Otherwise, you can set them manually from the header of the sale order.
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#. In the order footer, you can see the computed discounts.
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#. When you create an invoice from the order, the proper global discounts will
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be applied on it.
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Known issues / Roadmap
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======================
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* Not all the taxes combination can be compatible with global discounts. An
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error is raised in that cases.
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* Currently, taxes in invoice lines are mandatory with global discounts.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_global_discount%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_
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* David Vidal
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* Pedro M. Baeza
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/12.0/sale_global_discount>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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