About Discounts

SOP Description: Applying Discounts Correctly in Odoo

This SOP explains how discounting works inside Odoo and the checks required to protect margin and prevent errors. It covers how pre-approved discounts are stored on customer records, how they appear on quotes, and how to recognize and avoid double-discounting.

The document walks users through the key fields on a quote—Disc. %, Unit Price, and Price Reduce—so pricing can be verified at a glance. It also clarifies how manual price changes interact with existing discounts and when those discount fields must be cleared.

The SOP sets a clear approval rule: before applying special pricing, get sign-off whenever quotes involve more than five slabs, large projects, or materials that are not normally stocked. Following this process ensures consistency, protects profitability, and avoids confusion with customers and internal teams.