[IMP]sales: update simplified pricelist settings

This commit is contained in:
dikd-odoo 2025-01-06 16:33:31 -08:00
parent cb0cce2498
commit 02aaa4ad2c
2 changed files with 8 additions and 24 deletions

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@ -10,40 +10,24 @@ quantity sold, and more) in order to apply certain prices or discounts.
Pricelists suggest certain prices, but they can always be overridden on the sales order.
Pricing strategy options
========================
Pricelists
==========
To choose a pricing strategy, first navigate to :menuselection:`Sales app --> Configuration -->
Settings`. In the :guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Pricelists`
feature.
Doing so reveals two additional options beneath it: :guilabel:`Multiple prices per product` and
:guilabel:`Advanced price rules (discounts, formulas)`. A link labeled :guilabel:`Pricelists` also
appears, which leads to a separate pricelists page, wherein pricelists can be created and/or
modified.
- :guilabel:`Multiple prices per product`: provides the option to set several different prices per
product.
- :guilabel:`Advanced price rules (discounts, formulas)`: provides the option to create detailed
price rules and apply discounts, margins, and roundings.
To enable pricelists in Odoo, navigate to :menuselection:`Sales app --> Configuration -->
Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the :guilabel:`Pricelists`
feature. Click :guilabel:`Save` to save all changes.
.. image:: pricing/pricelist-feature-setting.png
:align: center
:alt: How the pricelist feature setting looks in Odoo Sales.
After clicking the checkbox beside the :guilabel:`Pricelists` feature, select one of those two
options, then click :guilabel:`Save` to save all changes.
Pricelists
==========
After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the
will reload. From here, you can either select the :guilabel:`Pricelists` link (beneath the
:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
:menuselection:`Sales app --> Products --> Pricelists`.
Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
modified at any time.
Either option reveals the :guilabel:`Pricelists` page, where you can create or modify pricelists at
any time.
.. image:: pricing/pricelists-page.png
:align: center

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