Podcast
Questions and Answers
What is the primary benefit of promotions for a business, according to the content?
What is the primary benefit of promotions for a business, according to the content?
- To simplify the accounting process.
- To organically grow revenue by attracting new customers and encouraging purchases. (correct)
- To solely reward existing loyal customers.
- To decrease the cost of goods sold.
In Odoo Sales, what is the first step to enable discount functionality after navigating to the Sales dashboard?
In Odoo Sales, what is the first step to enable discount functionality after navigating to the Sales dashboard?
- Create a new promotional program under the Promotions menu.
- Import discount codes in the Configuration menu.
- Navigate to Configuration, then Settings, and activate the Discounts, Loyalty & Gift Cards option in the Pricing section. (correct)
- Go to Products and select Discounts and Loyalty.
When creating a new promotional program in Odoo, which program type would you select to generate unique codes for individual customers?
When creating a new promotional program in Odoo, which program type would you select to generate unique codes for individual customers?
- Discount Code.
- Promotions.
- Coupon. (correct)
- Buy X Get Y.
If a promotional program in Odoo is set with a specific 'Validity' date, but you want to make it valid indefinitely, what action should be taken?
If a promotional program in Odoo is set with a specific 'Validity' date, but you want to make it valid indefinitely, what action should be taken?
What does limiting the usage of a promotion to a certain number accomplish?
What does limiting the usage of a promotion to a certain number accomplish?
In a multi-company environment, how can a promotional program be configured to apply to all companies in the Odoo database?
In a multi-company environment, how can a promotional program be configured to apply to all companies in the Odoo database?
What is the main prerequisite for using a promotion on an Odoo website?
What is the main prerequisite for using a promotion on an Odoo website?
When setting up conditional rules for a promotion, what does specifying a minimum purchase amount achieve?
When setting up conditional rules for a promotion, what does specifying a minimum purchase amount achieve?
When configuring a discount based on a minimum purchase amount, what does it mean to set the condition to 'Tax Excluded'?
When configuring a discount based on a minimum purchase amount, what does it mean to set the condition to 'Tax Excluded'?
In the 'Rewards' section of a promotion, which reward type would you choose if you want to give away a specific product for free?
In the 'Rewards' section of a promotion, which reward type would you choose if you want to give away a specific product for free?
In Odoo, what is the procedure to create a promotion where the customer receives the cheapest item in their order for free?
In Odoo, what is the procedure to create a promotion where the customer receives the cheapest item in their order for free?
What does adding a maximum amount to a discount accomplish?
What does adding a maximum amount to a discount accomplish?
Where does the custom description added to a reward get displayed?
Where does the custom description added to a reward get displayed?
After creating a discount program, what step is essential to ensure the program is active?
After creating a discount program, what step is essential to ensure the program is active?
In the video, what was the minimum purchase to activate the discount?
In the video, what was the minimum purchase to activate the discount?
Why is the buy X get Y option useful?
Why is the buy X get Y option useful?
If you do not click on the available on website option, what will happen?
If you do not click on the available on website option, what will happen?
What apps need to be installed to select 'sales app, website, point of sale' under the 'available on' option?
What apps need to be installed to select 'sales app, website, point of sale' under the 'available on' option?
Which setting is used to configure if the discount will be applied to the whole order or just a specific item?
Which setting is used to configure if the discount will be applied to the whole order or just a specific item?
What is the purpose of the program type when creating a new discount?
What is the purpose of the program type when creating a new discount?
What is the purpose of the description box under the reward tab?
What is the purpose of the description box under the reward tab?
How can discounts encourage more sales?
How can discounts encourage more sales?
Where does the video say you should navigate to, to change your discount settings?
Where does the video say you should navigate to, to change your discount settings?
Why should the website option be checked?
Why should the website option be checked?
How would you describe loyalty cards?
How would you describe loyalty cards?
What should you do if you do not want any conditions placed on the products to receive the discount?
What should you do if you do not want any conditions placed on the products to receive the discount?
If you select the sales option in the available on field, which options are made available?
If you select the sales option in the available on field, which options are made available?
Where can you choose the date that a discount will officially end?
Where can you choose the date that a discount will officially end?
How can you limit the usage of the discount code?
How can you limit the usage of the discount code?
Flashcards
Promotions
Promotions
Incentives such as discounts or coupons to encourage purchases, attract new customers, and increase revenue.
Discounts, Loyalty, and Gift Cards
Discounts, Loyalty, and Gift Cards
A feature in Odoo Sales that allows businesses to create reduced prices, loyalty programs and gift cards.
Coupon Program
Coupon Program
A program that allows businesses to generate specific codes for individual customers.
Loyalty Card Program
Loyalty Card Program
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Promotions (General)
Promotions (General)
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Discount Code
Discount Code
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Buy X Get Y
Buy X Get Y
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Promotion Validity
Promotion Validity
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Limit Usage
Limit Usage
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Available On
Available On
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Minimum Purchase Rule
Minimum Purchase Rule
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Reward Type
Reward Type
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100% Discount on Cheapest Product
100% Discount on Cheapest Product
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Maximum Discount Amount
Maximum Discount Amount
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Custom Description
Custom Description
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Study Notes
Setting Up Promotions with Odoo Sales
- Promotions encourage purchases and attract new customers with deals.
- Limited-time offers can motivate customers to buy quickly.
Enabling Discounts in Odoo
- Navigate to Configuration > Settings in the Sales app.
- Activate the "Discounts, Loyalty & Gift Cards" option in the Pricing section.
- Save the settings to enable the feature.
Creating a New Discount Program
- Go to Products > Discounts & Loyalty to find existing programs.
- Click "New" to create a new promotional program.
- Enter a name for the program (e.g., "15% off orders").
- Choose program type such as coupon, next order coupons, loyalty cards, promotions, discount code, or buy X get Y.
Program Types Explained
- Coupons: Generate specific codes for individual customers.
- Next Order Coupons: Coupons for use on a customer's next purchase.
- Loyalty Cards: Set up a customer loyalty program.
- Promotions: General option for programs not fitting other types.
- Discount Code: Customers enter a code at checkout to redeem a discount.
- Buy X Get Y: Offer free products with a purchase (e.g., buy three, get one free).
Configuring a Discount Code Promotion
- Select "Discount Code" as the program type for a code-based discount.
- Set a validity period by choosing an end date, or leave blank for indefinite validity.
- Limit the number of usages by entering a number in the "Limit Usage" field.
- Specify which companies the promotion applies to in a multi-company environment, or leave blank for all companies.
- Choose where the promotion is available: Sales app, Website, or Point of Sale; website option must be checked to use the promotion on your website.
- Select which websites the promotion applies to, or leave blank for all websites.
Conditional Rules
- Add or customize conditional rules to fine-tune the promotion.
- Change the discount code (e.g., from "PROMO CODE" to "ODOOPSIE15").
- Set a minimum purchase amount (e.g., $100 or more) for the discount to apply.
- Choose whether the minimum purchase amount is tax included or excluded.
- Specify product categories or leave blank to apply to all products.
- Save and close the conditional rules.
Rewards Configuration
- Choose the reward type: discount, free product, or free shipping.
- For discounts, select discount percentage on the entire order.
- Set a maximum discount amount, if desired.
- Add a custom description that will be visible to customers during purchase.
- Save and close the rewards configuration.
- Manually save the entire promotion to lock in the settings.
Customer Experience
- On the website, customers can enter the discount code in the cart.
- The discount (e.g., 15% off) is applied to the order total.
- The code will no longer work once it has been used the specified number of times (e.g., 420 times).
Free Item example
- To give a free item, you would have to select discount and then change the setting to 100% off cheapest product.
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