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By: Anusha

Promotion Programs In Odoo

Functional Odoo 12 Sales

In order to ensure the business profit, there should always be a backup or an alternative plan to hold and attract the customers at large. Odoo sales allow you to manage your sales in the most efficient manner. Here Odoo presents a new tool named “Promotion Programs” which helps the end user to create the promotion for their products as per the current needs. Promotional programs can be used as a marketing tool where you can target the specific audience and can implement the loyalty program. It is an enterprise feature.
Let's have a look at it.

- Go to Apps and install module Sale Coupon 

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When we install the module there will be the new menu called ‘Promotion Programs, Coupon Programs’.Now we are discussing promotion programs.
Go to Catalog >> Promotion Programs

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Coupons are used to generate limited discounts. A coupon is a one-time use code that will generate the discount for the customers. Now we are going to discuss promotion programs.

In promotion programs, there are different fields
- Program Name
* The name for the promotion program
- Conditions
* Based on customers
    1. This coupon program will be applied to the selected customers only.
    2. We can filter the customers according to the need.
    3. By default, all the customer records will be taken

* Based on Products
    1. On purchase of this selected products rewards will be given.
    2. We can filter products according to our need.
    3. By default, all products records that can be sold will be taken.

* Quantity
    1. Minimum required product quantity to get rewarded

* Minimum purchase Of
    1. Minimum required the amount to get rewarded

* Promo code Usage
    1. Automatically Applied
No code is required. If the rule is met, the reward is applied(Except global discount)

    2. Use code
If the program rule is met the valid code needs to add the reward.

* Rewards

          * Applicability
    1. Apply on current order
A reward will be applied on current order.
    2. Apply on next order
Generate a coupon for a next order.

           * Reward
    1. Discount
The reward will be given as a discount
a) Apply discount: give the discount in two methods
   Percentage
                   Amount :Fixed amount discount will be provided
    b) Discount Apply on
   On order
      Discount will be given on the whole order
   On cheapest product
      Discount on the cheapest product on the order
   On specific Product
c) Discount will be given to selected specific product
d) Max Discount amount
   A maximum amount of discount that should be provided.

    2. Free product
The reward will be given as the product

- Validity
* Apply On
Maximum number of sales orders in which reward can be applied
* Start date & End date
Coupon program start date  and end date

create sale order for the customer 

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click on the Apply coupon and the promotion rules will be added to the order.
If the promotion rule requires code then there will be a wizard to enter the code.

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That's all about promotion programs in Odoo.


If you need any assistance in odoo, we are online, please chat with us.



2
Comments

Anusha

From the Above screenshot(2) you can see that we can filter product records based on our need and for these filtered products this promotion program will apply.

30/08/2018

-

4:24AM

Agatha

Can I offer a promotion on all products less a few items? I am trying to offer discounts on all of the product but not on the Setup and Freight.

09/08/2018

-

3:04PM



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