Summary
Highlights
The video introduces the benefit of promotional sales, explaining how they attract new customers and drive revenue. It highlights that Odoo Sales allows users to set up various promotions, including discounts, coupons, and loyalty programs. This tutorial specifically focuses on setting up discounts.
To begin, navigate to the Sales dashboard, then 'Configuration' and 'Settings'. Under the 'Pricing' section, ensure that the 'Discounts, Loyalty, and Gift Card' option is activated. If not, check the box and save the settings.
Go to 'Products' and select 'Discounts and Loyalty'. Click 'New' to create a new promotional program. The first step is to give the program a name, for example, '15% Off Orders'. Then, select the 'Discount Code' as the program type.
Set the validity period for the promotion by choosing an end date. Leaving it blank makes the promotion valid indefinitely. You can also limit the number of times the promotion can be used. For instance, setting it to 420 usages will allow the discount code to be used 420 times.
If in a multi-company environment, you can specify a company for the promotion. Otherwise, it applies to all. The 'Available On' field allows you to select where the promotion is active (Sales App, Website, Point of Sale). The 'Website' option must be checked for online store usage. You can also choose to apply it to specific websites or all websites.
In the 'Rules and Rewards' tab, customize the discount code. The example changes it to 'ODOOPSC15'. Add a conditional rule, such as a minimum purchase amount. For this example, a 15% discount is applied for purchases of $100 or more, excluding tax. You can also specify certain products or categories for the minimum purchase, but in this case, it applies to all products.
Under 'Rewards', click on the existing reward. The 'Reward Type' can be a 'Discount', 'Free Product', or 'Free Shipping'. For this tutorial, 'Discount' is selected. The reward is set to '15% on the entire order'. The video also demonstrates how to create a '100% discount on the cheapest product'. A maximum discount amount can be set, and a custom description can be added to be visible to customers.
The video demonstrates how the newly configured 'ODOOPSC15' code works on the website. A product is added to the cart, the discount code is entered, and the 15% discount is applied to the total order, showcasing the successful implementation of the promotional discount.