How to Add Discounts on Invoices in Odoo 18?

 

Steps to Add Discounts on Invoices in Odoo 18?

Managing invoices is a big part of running any business. Sometimes, you want to reward loyal customers with a discount, run a special promotion, or adjust pricing for bulk orders. With Odoo 18 Accounting, applying discounts on invoices is easier than ever — you just need to know how to set it up correctly.

In this blog, we’ll walk you through step-by-step on how to add discounts on invoices in Odoo 18.

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Why Discounts Matter in Invoicing?

Before we jump into the steps, let’s quickly understand why discounts are important:

• Boost sales – Attractive discounts encourage customers to buy more.
  
  

• Customer loyalty – Helps you build long-term relationships.
  
  

• Clear inventory – Great way to move stock faster.
  
  

• Flexible pricing – Makes your business look more professional and customer-friendly.
  
  

Now, let’s see how to configure and apply discounts in Odoo 18 invoices.

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Step 1: Enable Discounts in Odoo 18

By default, Odoo doesn’t show a discount field in invoices. You need to activate it:

1. Go to Sales > Configuration > Settings.
   
   

2. Scroll down to the Pricing section.
   
   

3. Enable the option Discounts (this allows you to add a discount column in invoices and sales orders).
   
   

4. Click Save.
   
   

Now the Discount (%) field will appear in your invoice lines.

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Read it here in details

 

How to Track Overdue Invoices in Odoo 18?

Running a business means managing cash flow properly. One of the biggest challenges for companies is overdue invoices—payments that are delayed or forgotten by customers. If you don’t track them on time, it can create serious financial stress.

The good news? With Odoo 18 Accounting, you can easily track, manage, and follow up on overdue invoices without any manual hassle. In this blog, we’ll walk you through the step-by-step process of tracking overdue invoices in Odoo 18, along with some real-world insights.

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Why Tracking Overdue Invoices Matters?

Imagine you sold products worth ₹50,000 to a customer, and the payment was due last week. You are busy with daily operations, and you forget to follow up. That one unpaid invoice can disturb your monthly cash flow. Multiply that with multiple clients, and you’ll see why businesses struggle.

That’s where Odoo 18’s Accounting module helps—you get a clear dashboard, automatic reminders, and payment follow-up options to stay on top of overdue invoices.

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Steps to Track Overdue Invoices in Odoo 18

1. Go to the Accounting Module

• Log in to your Odoo 18 dashboard.
  
  

• Open the Accounting app.
  
  

• Here you’ll find a Customer Invoices section that lists all invoices—paid, unpaid, and overdue.
  
  

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2. Filter and Identify Overdue Invoices

• Go to Customers → Invoices.
  
  

• Use the Filters option and select “Overdue”.
  
  

• Odoo will now display all invoices where the due date has passed but the payment is still pending.
  
  

Pro Tip: You can also use the Group By feature to categorize overdue invoices by customer, salesperson, or due date.

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Click on me to check out our full blog for a detailed guide!

 

How to Manage Multiple Warehouses in Odoo 18 

Imagine you are running a business with stock in different cities. Orders come in, and you need to ship from the right warehouse, but if your warehouses are not properly managed, it can lead to delays, wrong shipments, and stock mismatches.

With Odoo 18, you can easily manage multiple warehouses in a structured way. Let’s go step by step.

Quick overview — what you’ll learn

• How to enable multi-warehouse functionality in Odoo 18
  
  

• Create warehouses and storage locations (bins)
  
  

• Configure operation flows (one/two/three step) and routes (push/pull)
  
  

• Automate replenishment and inter-warehouse transfers
  
  

• Best practices: putaway, labelling, valuations, user permissions
  
  

• Reports and checks to keep stock accurate

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Step 1: Enable Multi-Warehouse Features

1. Go to Inventory → Configuration → Settings.
   
   

2. Under the Warehouse section, enable:
   
   

• Multi-Warehouses
  
  

• Storage Locations
  
  

• Multi-Step Routes
  
  

3. Save settings.
   
   

This unlocks the tools to create and manage multiple warehouses and routes.

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Step 2: Create Warehouses

1. Navigate to Inventory → Configuration → Warehouses → New.
   
   

2. Enter Warehouse Name (e.g., Bangalore DC).
   
   

3. Enter Short Code (e.g., WH-BLR).
   
   

4. Save the warehouse.
   
   

Each warehouse you create will have its own default stock locations and routes.

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Step 3: Set Up Locations Inside Warehouses

1. Go to Inventory → Configuration → Locations → New.
   
   

2. Create locations like:
   
   

• WH1/Stock
  
  

• WH1/Packing
  
  

• WH1/Quality
  
  

• WH1/Dispatch
  
  

3. Use parent/child hierarchy for racks, rows, and bins.
   
   

This helps you track where items are stored inside a warehouse.

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Step 4: Configure Operation Flows

Decide how goods move in and out:

• One-Step: Receive → Stock (simplest).
  
  

• Two-Step: Receive → Quality/Packing → Stock.
  
  

• Three-Step: Dock → QC/Packing → Final Stock.
  
  

Set this in Inventory → Configuration → Warehouses → (Open Warehouse) → Warehouse Configuration.

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Step 5: Define Routes & Rules

Routes decide how products move between locations/warehouses.

1. Go to Inventory → Configuration → Routes.
   
   

2. Create a route such as “Pull from WH2 when WH1 is out of stock.”
   
   

3. Attach routes to products or categories.
   
   

This is useful for inter-warehouse transfers.

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Step 6: Set Reordering Rules

 

To automate stock replenishment:

1. Go to Inventory → Operations → Replenishment → New.
   
   

2. Choose Product and Location (warehouse stock).
   
   

3. Set Minimum/Maximum quantities.
   
   

4. Choose procurement method (Buy/Manufacture/Transfer).
   
   

When stock goes below minimum, Odoo will generate purchase orders or transfers.

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Step 7: Manage Inter-Warehouse Transfers

Two ways to move stock:

• Manual: Create Internal Transfer (Inventory → Operations → Internal→ New).
  
  

• Automatic: Use reordering rules and routes so stock auto-flows from one warehouse to another.
  
  

For better tracking, use a Transit Location.

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Step 8: Apply Putaway Rules

Putaway rules decide where products go inside a warehouse:

1. Go to Inventory → Configuration → Putaway Rules.
   
   

2. Example: “Large items → Bulk Storage, Small items → Shelf A.”
   
   

This reduces picking errors and saves time.

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Step 9: Enable Traceability & Barcode

• Turn on Lots & Serial Numbers in Inventory settings.
  
  

• Use barcode scanning for faster stock moves.
  
  

• Configuration → Settings → scroll down and enable it if not
  
  

This ensures accuracy across multiple warehouses.

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Step 10: Manage Valuation & Accounting

1. Go to Inventory → Configuration → Product Categories.
   
   

2. Set Valuation Method (Manual, FIFO, or AVCO).
   
   

3. Apply the same method across warehouses for clean reporting.
   
   

Consistent valuation avoids mismatched financial data.

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Step 11: Assign Roles & Permissions

• Give each warehouse manager access only to their warehouse.
  
  

• Restrict stock moves to assigned users.
  
  

This prevents mistakes between different warehouses.

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Step 12: Monitor with Reports

Use Odoo’s built-in reports:

• Inventory Valuation (per warehouse)
  
  

• Stock Moves (track transfers)
  
  

• Reordering Report (low stock)
  
  

• Aged Stock (slow movers)
  
  

Regular reporting keeps warehouses aligned.

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Troubleshooting & common pitfalls

• Wrong default warehouse on sales orders: make the warehouse field visible on the sales order (Other Info tab) and train sales to pick the correct warehouse.
  
  

• Inter-warehouse loops: avoid circular routes (A replenishes from B and B from A) — this causes repeated transfers.
  
  

• Valuation mismatches: ensure same valuation rules and accounting mapping across warehouses if you expect consolidated financials.
  
  

• Permissions: test user roles in a sandbox before go-live.

Final Thoughts

Managing multiple warehouses in Odoo 18 is all about:
✔ Setting up warehouses and locations
✔ Configuring routes and flows
✔ Automating replenishment
✔ Tracking with barcodes and reports

Follow these 12 steps, and your warehouses will run smoothly with less manual work and fewer stock errors.

Need help implementing multi-warehouse in Odoo 18?

If you want a hands-on implementation, pilot plan, or custom workflows (automated replenishment, custom reports, IoT/barcode rollout), Odiware can help you design and deploy your multi-site inventory system.

Contact Odiware:
📞 +91 86608 65440 | 🌐 www.odiware.com