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Customer Based Max Discount Limit
The Customer Based Max Discount Limit module enhances sales control in Odoo by allowing businesses to define maximum discount limits for individual customers. This ensures that sales teams adhere to company pricing policies while maintaining flexibility for customer-specific agreements.
Features
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Features
Customer-Specific Discount Configuration
This feature enables sales managers to define a maximum discount percentage directly at the customer level. Each customer can have a unique discount limit based on business agreements, loyalty, or negotiation terms.
Automatic Discount Validation in Sales Orders
During the creation of sales quotations or orders, the system automatically checks the discount applied against the predefined customer limit. If the entered discount exceeds the allowed threshold, the system restricts the action.
Real-Time Warning and Restriction Alerts
When a user attempts to apply a discount beyond the permitted limit, the system immediately provides a warning notification.
Screenshot
1.) Customer Discount Limit Setup
A dedicated field within the customer form allows authorized users to define the maximum discount percentage for each customer.
2.) Sales Order Discount Enforcement
While preparing a quotation or sales order, the system automatically applies the configured discount rules for the selected customer.
Navigation : Sales → Orders → Quotation → New
3.) Discount Restriction Warning
An immediate warning appears when a discount higher than the permitted value is entered.
User Guide
