English
Français
Spanish
Deutsch
Italiano
العربية
Table of Contents
-
Introduction
-
The Role of Price Adjustments in Business Operations
-
Understanding GlobalDiscount Pro
-
Core Features of GlobalDiscount Pro
-
4.1 Global Discount and Increase
-
4.2 Target Price Calculation
-
4.3 Exclusion of Specific Products or Services
-
4.4 Full Traceability of Pricing Actions
-
4.5 Successive Adjustments with Undo Functionality
-
4.6 PDF Display Customization
-
4.7 Real-Time Discount Visibility
-
4.8 Discount Breakdown on Document Lines
-
4.9 Custom Public Note Display
-
-
Real-World Use Cases
-
How GlobalDiscount Pro Enhances User Productivity
-
Flexibility in Sales Negotiations
-
Integration with Other Dolibarr Modules
-
Customization and Personalization
-
Security and Data Integrity
-
Transparency and Compliance
-
User Experience and Interface
-
Reporting and Analysis
-
Tips for Effective Implementation
-
Best Practices for Discount Management
-
Performance Impact and Optimization
-
Industry Applications
-
Customer Feedback and Reviews
-
Future Improvements and Roadmap
-
Conclusion
1. Introduction
In today's dynamic business landscape, pricing flexibility is no longer optional—it's a competitive necessity. Dolibarr ERP & CRM offers robust capabilities for managing business operations, and with the addition of GlobalDiscount Pro, users gain unmatched control over how discounts and price increases are applied across quotes, orders, and invoices. This article provides a comprehensive look into GlobalDiscount Pro and how it can reshape your pricing workflows.
2. The Role of Price Adjustments in Business Operations
Global discounting is crucial for volume sales, seasonal offers, strategic pricing, or quick negotiations. Manual adjustments on each line item can be time-consuming and error-prone. A centralized, flexible tool like GlobalDiscount Pro not only saves time but ensures consistency, traceability, and transparency.
3. Understanding GlobalDiscount Pro
GlobalDiscount Pro is a module designed for Dolibarr ERP & CRM that allows users to apply global discounts or increases on documents such as proposals, orders, and invoices. Unlike traditional tools that force line-by-line adjustments, this module offers centralized control, complete traceability, and advanced customization options.
4. Core Features of GlobalDiscount Pro
4.1 Global Discount and Increase
You can apply a percentage discount or an increase across an entire document. Whether you need to reduce prices for a promotion or increase them due to supply chain costs, this tool offers you both directions of adjustment.
4.2 Target Price Calculation
Rather than guess the right percentage, you can set a target final price, and the module automatically calculates and applies the percentage needed to meet that total.
4.3 Exclusion of Specific Products or Services
Select items to exclude from the discount/increase application. This is useful when certain products have fixed pricing or are already heavily discounted.
4.4 Full Traceability of Pricing Actions
Every action is logged—who applied the discount, when, and what the parameters were. This is essential for audits, managerial reviews, and internal control.
4.5 Successive Adjustments with Undo Functionality
Apply multiple pricing adjustments in sequence and revert the last one if needed. This allows for experimentation during negotiations or internal simulations.
4.6 PDF Display Customization
You control how the discount is shown in the exported PDF: as the discount value, showing both old and new prices, or simply the final total.
4.7 Real-Time Discount Visibility
Immediately view the total discount applied directly on the document entry screen, providing instant feedback without switching tabs or recalculating.
4.8 Discount Breakdown on Document Lines
You can distribute the global discount proportionally across all lines, making each item reflect its adjusted value. This breakdown can also be displayed in the PDF.
4.9 Custom Public Note Display
Automatically insert a summary of the discount in the public notes section of your documents, enhancing clarity and communication with your clients.
5. Real-World Use Cases
-
Wholesale deals where a total discount is negotiated.
-
Year-end pricing promotions across all items.
-
Dynamic pricing for recurring clients.
-
Special mark-ups for urgent deliveries.
6. How GlobalDiscount Pro Enhances User Productivity
Rather than edit each product line manually, users can apply changes with a few clicks. This significantly reduces processing time and minimizes errors.
7. Flexibility in Sales Negotiations
Sales representatives can dynamically adjust quotes in front of clients by targeting a total budget, offering more personalized and competitive proposals.
8. Integration with Other Dolibarr Modules
GlobalDiscount Pro integrates seamlessly with core modules like Quotes, Orders, Invoices, and PDF templates. It also respects multi-language and multi-company environments.
9. Customization and Personalization
Admins can define default settings for display, decimal precision, and rounding rules. Each business can tailor the module to its pricing logic.
10. Security and Data Integrity
Changes are logged with timestamps and user credentials. Admins can restrict access to discount functionalities by role or group.
11. Transparency and Compliance
Clients see exactly what discount they’re receiving. Regulatory compliance is also easier with clear documentation on how final prices were reached.
12. User Experience and Interface
The interface is intuitive and embedded directly within the Dolibarr document view. Buttons, dropdowns, and real-time previews ensure ease of use.
13. Reporting and Analysis
Use the audit trail and logs to analyze discount usage, monitor who grants them, and determine ROI from specific campaigns.
14. Tips for Effective Implementation
-
Train your sales team on using the target price feature.
-
Set rules for which items should be excluded.
-
Establish a workflow for discount approvals.
15. Best Practices for Discount Management
-
Don’t over-discount. Use data-driven target pricing.
-
Communicate value clearly in the public note.
-
Track usage to refine your pricing strategy.
16. Performance Impact and Optimization
GlobalDiscount Pro is optimized for performance and adds negligible overhead. JavaScript operations are asynchronous, ensuring the main ERP flow remains smooth.
17. Industry Applications
From retail and e-commerce to manufacturing and services, any business using Dolibarr to manage transactions can benefit from this module.
18. Customer Feedback and Reviews
Users praise its simplicity, control, and time-saving capabilities. It’s particularly favored by accounting teams and senior sales managers.
19. Future Improvements and Roadmap
Planned features include:
-
AI-based discount recommendations
-
Dynamic discount approval workflows
-
Graphical summary dashboards
20. Conclusion
GlobalDiscount Pro transforms discounting from a manual chore into a streamlined, transparent, and strategic business function. Whether you're negotiating deals or running campaigns, it empowers your Dolibarr instance with the flexibility and control needed in today’s market. For any organization looking to professionalize its pricing strategy, this module is a must-have.