User Sale Discount Limit | Bulk Action

Give your sales users exclusive rights to apply discounts!

Brief Description:

The Odoo Sales User-Wise Discount App is a powerful extension designed for Odoo Sales, offering unprecedented flexibility in managing discounts based on user roles. This app empowers administrators to tailor discount rules for individual salespersons, streamlining the quotation creation process. With a user-friendly interface, the admin can effortlessly set distinct discount limits for different groups of salespersons, ensuring precise control over the discounting process.

The Odoo Sales User-Wise Discount App emerges as a crucial asset for businesses seeking precision, control, and flexibility in managing discounts within their sales teams, ultimately contributing to a more efficient and strategic sales process.

Benefits of our App:

• User-Specific Discount Rules: The core functionality of the app allows the admin to create user-wise discount rules for salespersons. These rules enable precise control over the discounting capabilities of each salesperson within the Odoo Sales module.

• Bulk Action Discount Configuration: Admins can efficiently set discount rules in bulk, saving time and effort when managing multiple salespersons. Bulk configuration ensures consistency and accuracy in discount rule application across the sales team.

• Enhanced Sales Control: By implementing user-wise discount rules, the app provides administrators with enhanced control over the sales process, preventing excessive or unauthorized discounting.

• Real-Time Discount Application: Discounts are applied in real-time during the quotation creation process, ensuring that salespersons adhere to the predefined rules instantly.

• Intuitive Admin Interface: The app features an easy-to-use administrative interface that simplifies the process of configuring and managing user-wise discount rules.

• Customized Sales Approach: The app allows businesses to implement a customized sales approach by tailoring discount rules according to the capabilities and responsibilities of individual salespersons.

Detailed features and steps:

1. Odoo ERP lets you make users for its sales app, like salespeople or sales managers.

2. The admin can set a maximum discount for salespeople on orders or quotations in the Sales App.

3. To add a user, Navigate to Settings -> Users & Companies -> Users.

4. Select the User you want to apply the discount % to. Open the Sales Discount Limit tab, enter your value, and update the user.

5. For Bulk Action, Navigate to Sales App -> Configuration -> User Limit -> Create Rule.

6. Select multiple users at once through the checkbox, and update the rule. All the selected users will be updated with the specified rule.

7. Now, if the user tries to enter a value at par with the mentioned value in the rule, the system will deny the access.

8. If the condition matches, the system will grant access.