Coupons can be used to provide a certain amount of discount to our customers. When the customer enters a proper coupon code, he/she will be rewarded with a discount.
2. INTRODUCTION
Coupons can be used to provide a certain amount of discount to our customers. When the customer
enters a proper coupon code, he/she will be rewarded with a discount.
The configuration for using the coupon facility is as follows.
3. First install the addon ‘Coupons and Vouchers in Point of Sale’ from odoo app store. After
installing this module, some new options will be appeared in the point of sale section for
creating coupons and vouchers.
4. Now we need to create a voucher first. Go to Point of Sale -> Vouchers and Coupons -> Gift
Voucher menu. When we create a voucher, we have to provide a name for that voucher, its
type, expiry date etc.
5. There are mainly three types of vouchers, voucher for a product, point of sale category and for all the
products. If the type ‘product’ is selected, then this voucher can be applied only when the customer is
purchasing this particular product.
The ‘category’ type is used in case where we want to apply the coupon to a particular category of
products. The last type can be used to create a common voucher, which will be applicable to all the
products.
The expiry date specifies the validity of the voucher.
6. • After creating the voucher, go to Point of Sale -> Vouchers and Coupons -> Gift Coupon
menu to create the coupons related to this voucher. Use the ‘Gift Coupon’ menu to create
new coupons. There will be a unique auto generated code for each coupon, we can edit that
code based on our needs. The related voucher can be specified here. The validity of each
coupon can be set by using the starting date and ending date fields available. For each
coupon there is an optional facility to limit that coupon to a particular customer, so that
only that customer can use that coupon.
7. Total number of coupons available and number of coupons available for each user can be set here
which will allow us to control the coupon usage. The coupon value can be fixed or percentage value
based on our needs.
8. After creating the coupons and vouchers, we can avail the coupons from the point of sale using th
unique codes. When we apply the coupons from point of sale, the balance will be automatica
updated in the back end.
9. A new button is added for entering the coupon codes in point of sale.
When we click on the ‘Coupons’ button, a new wizard will appear which will ask you to enter the
coupon code.
10. After entering the code, we have to verify the code by clicking on the ‘Verify’ button. After
verification, the result will be displayed in the same window. If the coupon we entered is valid, we
can apply the coupon by clicking on the ‘Apply’ button. We can apply only one coupon to an order
and once the coupon is applied, it cannot be reversed.
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13. The coupon history facility allows us to track the coupon usage by the
customers. The customer, coupon used and the number of times the coupon
used will be recorded here.
14. Refer this link for more:
https://www.cybrosys.com/blog/odoo-pos-coupons-and-vouchers
15. Thank You !
Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park,
Kakkancherry,
Calicut University P.O.
Calicut
Kerala, India - 673635.
Cybrosys Ltd
15, ST Antonys Road,
Forest Gate, London
England,
E79QA.
Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.