Posted in Accounting, Configuration, Odoo, OpenERP, Point of Sale (POS), Product, Sale

Odoo – Loyalty Management


We have improved our existing loyalty system and make lots of enhancement. In new system, referral customer and employee will be tracked and get benefits of sales occurred from Sales Order or POS.

Loyalty point begin when customer start purchasing above Purchase Limit and then after customer will always get point on every purchase. In configuration, there are some general configuration for getting points for each one. It is easy to define accounts for discount and cash out.

Loyalty Global configuration
Loyalty Global configuration

In Sales Order form, you can select Referral Customer and enter how many points to redeem. Redeem points will be automatically converted into discount amount.

Referral Sale Order
Referral Sale Order

Points will be added in customer after invoice will be paid. (created from sales order).

Customer loyalty points
Customer loyalty points

Referral customer and employee (sales person) will earn points.

Referral customer loyalty points
Referral customer loyalty points
Odoo employee loyalty points
Odoo employee loyalty points

You can select Referral Customer from POS and redeem points.

POS Referral sale
POS Referral sale
POS Payment with earned points
POS Payment with earned points
POS redeem
POS redeem
POS point to amount
POS point to amount

It will print redeem point in POS Receipt.

POS receipt with point information
POS receipt with point information

It will make separate journal entry for redeem points entered from POS.

POS Redeem journal
POS Redeem journal

We can have all points information in customer form also like below images.

Points earned from POS
Points earned from POS
Odoo customer's redeemed point information
Odoo customer’s redeemed point information

Employee will get commission amount in their salary as per their sales during a month and job position in company. Multiplier value will be use for calculation of monthly commission amount. Employee contract must have Working Schedule define.

Employee job position
Employee job position

At time of creating employee payslip, employee points will be automatically selected and use in calculation.

Odoo hr payslip
Odoo hr payslip

Once employee payslip is confirmed, we will have corresponding points entry in employee form.

Odoo hr employee redeem
Odoo hr employee redeem

In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.

Cash out approved
Cash out approved
Cash out paid
Cash out paid

Cash Out will make entry same like redeem point for customer.

Odoo customer redeem
Odoo customer redeem

Posted in Accounting, Odoo, OpenERP, Sale

Odoo – Apply global discount in Sales, Invoice


Currently odoo has inbuilt option for providing discount on sales order and invoices. But this feature is flawed as it only lets you give discount on each specific order line. In many cases of retail business, the company needs to give discount on final amount of sale order or invoice. So for this scenario we developed a feature called “Global Discount”

Odoo Sale Order
Odoo Sale Order

Above is a simple sale quotation with global discount feature. We can see on the bottom left part, there is option to apply discount on the whole sale order amount. There are two ways to apply discount as mentioned below:
Percentage – This will discount the sale order untaxed total by the percentage amount entered in “Discount” field.
Fixed – This will deduct the value entered in “Discount” field directly from the Sale Order untaxed total.

Odoo Sale Order with discount applied
Odoo Sale Order with discount applied

In above shot, we can see a global discount of 10 percent applied to the order, similarly we can also apply a fixed type discount. The flow will also continue when we create an invoice from sale order.

Confirming Sale Order
Confirming Sale Order

Now lets confirm and create invoice from sale order.

Draft Invoice from Sale Order
Draft Invoice from Sale Order

We can see that all the details of discount is carried forward to invoice also, so that we can also change them if we like from the invoice also.

Sometimes a business requires that invoice is created after delivery order, in that case also global discount will work when Invoice Mode is “On Delivery Order”.

Sale Order with Invoice after Delivery Order
Sale Order with Invoice after Delivery Order

In above sale order the Invoice mode is “On Delivery Order”, so first we need to finish delivery.

Odoo Delivery Order
Odoo Delivery Order

Now we confirm Delivery Order and then create Invoice.

Invoice created from Delivery Order
Invoice created from Delivery Order

The invoice created from delivery order will also hold the values for discount that was applied on sale time. So that we can adjust it from invoice also.

Once we validate the Invoice, we would also want to manage the accounting entries related to discount in a proper way. For this we have added an option in the company form as below.

Discount Account defined in company form
Discount Account defined in company form

User just need to define which account he wants to use for managing accounting entries for the discounts provided in the field “Select Account for Discount”.

 Journal Entry of Invoice Payment with Discount
Journal Entry of Invoice Payment with Discount

So when we validate the invoice and register payment, it will use the account defined in Company to create related journal items. So we can keep track of discounts provided to our customers.

Posted in Accounting, Odoo, OpenERP, Product, Sale, Stock

Odoo Showroom Service Management


Acespritech has developed a generic module for “vehicle showroom and service management” in Odoo. Here are the list of features.

Odoo Service Solution
Odoo Service Solution