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Introduction
In business management, applying discounts is a common practice to retain customers and boost sales. However, managing discounts in an ERP system can sometimes be complex. This is where the Quick Discount module comes in to simplify this task within Dolibarr ERP & CRM.
The Quick Discount module makes it easy to apply a global discount to quotes, orders, and invoices. It also includes a PDF invoice template that displays the applied discount in the totals, improving transaction transparency. This article explores the module’s features, benefits, and impact on discount management in Dolibarr.
1. What is the Quick Discount Module?
The Quick Discount module is an essential tool for any business using Dolibarr and wanting to apply global discounts quickly and efficiently. Unlike traditional discounts, which are added line by line, this module allows you to apply a discount in one click to an entire document.
1.1. Key Features
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Quick application of a global discount on quotes, orders, and invoices.
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Transparent display of discounts on a dedicated PDF invoice template.
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Simplified management of commercial discounts by automating their application.
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Time-saving for users by avoiding manual entry of discounts line by line.
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Better clarity for customers, as the discount is clearly visible in the totals.
2. Why Use the Quick Discount Module?
2.1. Automation and Time Savings
The Quick Discount module eliminates the need to apply discounts line by line on a quote or invoice. In just a few clicks, you can apply a global reduction, reducing input errors and speeding up document processing.
2.2. Transparency and Clarity for Customers
Customers appreciate transaction transparency. With this module, the applied discount is clearly displayed on the invoice, which enhances trust and improves customer relationships.
2.3. Adaptability to Business Strategies
Whether offering seasonal discounts, volume-based discounts, or special promotions, the Quick Discount module allows you to easily adjust your pricing policy without additional administrative effort.
3. Installation and Configuration of the Module
3.1. Installation
The installation process for the Quick Discount module is straightforward:
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Download the module from the official Dolibarr marketplace or the developer’s website.
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Access Dolibarr administration and go to Home > Configuration > Modules/Applications.
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Upload and activate the module, then proceed with its configuration.
3.2. Configuration and Customization
Once installed, the module offers several configuration options:
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Default discount rate: Ability to define a standard discount applied automatically.
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Access permissions: Specific authorization for users allowed to apply discounts.
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Customization of the PDF invoice template to clearly display the applied discount.
4. Use Cases of the Quick Discount Module
4.1. Applying Discounts to Quotes
When creating a quote for a customer, you can add a global discount with one click, without modifying each product line. This simplifies commercial discount management.
4.2. Managing Promotions on Orders
For orders, especially during seasonal promotions or bulk sales, the module allows you to apply a percentage-based or fixed-amount discount directly to the entire order.
4.3. Displaying Discounts on Invoices
The module includes a dedicated PDF invoice template, which highlights the applied discount on the total. This improves transaction clarity and avoids any confusion for customers.
5. Comparison with Standard Discount Management in Dolibarr
| Criteria | Standard Dolibarr | With Quick Discount |
|---|---|---|
| Discount Application | Line by line | Global discount in one click |
| Time Management | Longer and manual | Automated and fast |
| Invoice Readability | Discounts spread across lines | Discount visible in total |
| Flexibility | Limited to individual lines | Adaptable to all documents |
6. Conclusion
The Quick Discount module is a major asset for any business using Dolibarr and looking to optimize discount management. With its intuitive interface and optimized invoice template, it allows for efficient and transparent application of reductions.
By adopting Quick Discount, you streamline your invoicing process, save time, and offer better visibility of discounts to your customers. Try it today and simplify your discount management in Dolibarr!