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Melanie Elben

Hi there
Do you know if it is possible to set Discounts in a Quotation Template? For Example I want to do a Template for a "Trial Offer" which always includes a 20% discount on some products. I need to be able to set a Discount on Order lines.

So far I can only do a Template without Discounts and I have to add it afterwards in the Sale Order.

Can someone help me?

Thanks!

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CHOON HUEI WEN
Best Answer

I have the same situation as you. The way that i found to do this is to create a new sales pricelist (Sales > Products > Pricelists). 

By doing so, you can set discount % for all or specific products.

When creating sales quotation, you will have to select that pricelist you have just created, then select your sales quotation template. The discount will be applied automatically based on what you set in your pricelist.

It will be great if we are able to set pricelist in quotation template so that we can skip the step to select pricelist whenever we use quotation template.

By the way, I'm using Odoo 14 (Community Version).


Regards, 
HW

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