This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Rebates at the end of a campaign

If you want to provide discounts on an order, use the pricelist system in OpenERP. But it's better to work with end-of-campaign rebates or year-end rebates. In this case the customer pays a certain price for the whole of the campaign or the year and a rebate is returned to him at the end of the campaign that depends on the sales he's made throughout the year.

Example: Using returns for the end of a campaign

Take the case of a contract negotiations with a wholesaler. To get the best selling price, the wholesaler will ask you for a good deal and will sign up to a certain volume of orders over the year.

You can then propose a price based on the volume that the wholesaler agrees to sell. But then you don't have any control over his orders. If at the end of the year the wholesaler hasn't taken the agreed volumes then you can't do anything. At most you can review his terms for the following year.

Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract where the price is dependent on the usual wholesaler's terms. You can propose a rebate grid which will be assigned at the end of the year as a function of the actual sales made.

Install the discount_campaign module (in addons-extra at the time of writing) to generate rebates at the end of the campaign. Once the modules have been installed you can configure your campaign using the menu Sales Management ‣ Configuration ‣ Discount campaign.


Year-end rebate

Most companies use the term year-end rebate, where rebates are applied at the end of the year. But if you're using rebates at the end of a campaign, this would only actually be the case if the campaign lasts exactly one year.


Configuring a year-end rebate

A campaign must have a name, a start date, and an end date. After entering this information, you should describe the lines of the campaign. Each line can be applied to a product or a category of products. Then set the quantity of products sold from which the discount is applied, and the amount of the rebate as a percentage of the actual sales volume.

When you've defined the campaign you can active it by clicking the Open button. The figure Configuring a discount campaign for computers shows a campaign with a rebate on computers which is between 10% and 20% depending on the sales volume.


Configuring a discount campaign for computers

Once the campaign has been defined you can assign a given campaign to various partners. To do that set a Discount Campaign in the second tab Sales and Purchases of the partner form.

Finally at the end of the campaign you should close it and OpenERP will automatically generate invoices or credit notes for your partner associated with this campaign. OpenERP opens credit notes in the Draft state that you can modify before validating them. To calculate the amount on the credit note, OpenERP uses all of the invoices sent out during the period of the campaign as its basis.

You can also reach all of the draft credit notes using the menu Financial Management ‣ Invoices ‣ Customer Refunds.