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Default sales discount per partner

partner_default_sale_discount folder_open OCA/partner-contact open_in_new
Partner Management License: AGPL-3

This module allows to define at partner level a default discount to be applied on sales orders as the default one. As the field is a company dependent one, you can configure a different value for the partner for each of your companies.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Lets you set a default sales discount percentage on a customer, which is then automatically proposed on the lines of their sales orders. The value can differ per company.

This module adds a "Default sales discount (%)" field to customer records and uses it to pre-fill the discount on sales order lines.

Where it appears: - On the customer form, in the Sales group, a "Default sales discount (%)" field is available to users who have the discount-per-line permission. It is hidden for contacts that are children of another company/contact. - On the sales order form, the value is carried invisibly and passed to the order lines so the discount is proposed automatically.

Business rules and behaviour: - The discount is stored per company, so the same customer can have a different default discount in each of your companies. - On a sales order, the value is taken from the customer's commercial entity (the main company contact), so contacts belonging to a company inherit the company's default discount. - The discount is only a default: it is proposed on the order lines and can still be changed by the user.

Areas touched: - Customer/contact records (res.partner). - Sales orders (sale.order) and their order lines.

No automatic emails, scheduled jobs or validation restrictions are added by this module.

Depends on

sale_management
Models and fields (2)
  • sale.order · extends an existing modeldefault_sale_discount (Default sales discount (%))
  • res.partner · extends an existing modeldefault_sale_discount (Default sales discount (%))

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 14.0

To configure this module, you need to:

  • Go to Sales > Configuration > Settings
  • On the group "Pricing", select the option "Discounts" to grant discounts on sales order lines.

Setting a default sales discount:

  • Then, go to Sales > Orders > Customers.
  • Create or modify a customer.
  • Go to "Sales & Purchases" page.
  • In the "Sales" section, there's a field called "Default sales discount (%)" where you can fill the default discount percentage.
  • This value can only be filled at company partners, not for contacts.

To use this module, you need to:

  • Go to Sales > Orders > Quotations.
  • Create a new quotation.
  • Select a partner with a default discount applied.
  • Create an order line, and you will see this discount as default in the line.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.