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Odoo POS Customer Groups Discounts

Arpita Gupta
Published: September 19, 2022

INTRODUCTION

Odoo POS Customer Groups Discounts – Create customer-wise discounts in POS!!

Odoo POS Customer Groups Discounts enable you to categorize POS customers in groups using Odoo POS Customer Groups Discounts.

You can also specify the kind of discount, the dollar amount, the client category, the minimum cart value, etc. All of these can be configured in the Odoo POS Customer Groups Discounts.

One of the most profitable factors luring customers to any website is a discount. The greater the discount’s percentage or value, the greater the number of customers you will draw. More than 64% of consumers wait for things to go on sale, according to statistics.

However, there are a number of methods you may give your clients discounts, one of which is by creating a customer club. You can include multiple criteria and alternatives to receive deals by creating a customer group.

FEATURES

  1. The module enables the admin to create customer group(s) in the Odoo backend.
  2. You can define criteria for users to be added to a customer group such as their sales count or sales amount.
  3. Admin can also add members based on how long they are your customer.
  4. Provide a discount to customer group(s) as per preset filters.
  5. Give them discounts on the basis of different product categories or all products.
  6. Further, choose whether to provide a fixed or percentage discount.
  7. Admin can set the minimum cart value for customers to avail of the discount.
  8. Moreover, they can set the massage for using the discount on products.
  9. Configure discount products in the POS settings.
  10. Individual customers can also avail of the predefined discount for the customer groups.
  11. These customers will get a popup asking them whether they want to avail discount or not.
  12. On accepting, a discount will automatically be applied to the billed amount.

INSTALLATION

  1. Once you have purchased the module from our Webkul store, you will receive a link to download the zip file of the module.
  2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘pos_customer_group_discounts’.
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. You can activate the developer mode by typing ‘debug’ after ‘web?’ in the URL as well.
  5. Now, open the Apps menu and click on ‘Update Modules List’.
  6. In the search bar, remove all the filters and search ‘pos_customer_group_discounts’.
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

  1. Once the installation is finished, visit the Point Of Sale app from the backend and follow the path POS Customer Groups>> Customer Groups.
customer-groups-1
  1. Here, you can see the list of all the customer groups. Click on the ‘Create’ button to create new customer groups.
customer-group-list
  1. Enter the name of a customer group and add the customers to the same and save the details.
pos-customer-groups
  1. After that, follow the path POS Customer Groups>> POS Discount Groups>> Create.
pos-discounts
  1. Create discount groups for your POS. Enter the discount-related information and save the details.
pos-discount-groups
  1. After that visit the POS Session settings from the Odoo backend.
pos-settings
  1. Select the Customer Discount Option under the Discounts tab and save the details.
discount-option
  1. You can search for the discount group and select it from the backend itself.
customer-discounts

POS end

  1. At POS, create an order in the POS Session and move further to the checkout process.
create-order-at-POS
  1. Here you can view the discount option present for specific customers.
discount-options
  1. Add the discount option and place the order.
add-the-discount
  1. Confirm the discount as shown.
see-the-discount
  1. The customer discount is offered to the customer and also printed on the receipt as shown.
customer-discount-in-receipt
  1. Like this, you will be able to provide customer group discounts in POS.

OTHER RELATED MODULES FOR ODOO

NEED HELP?

If you have any issues/queries regarding the module please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

Did you find the guide helpful? Please feel free to share your feedback in the comments below.

For any doubt contact us at [email protected].

Thanks for paying attention!!

Current Product Version – 1.0.0

Supported Framework Version – Odoo V15

Source: webkul.com