[IMP]sales: update simplified pricelist settings

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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. 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 --> To enable pricelists in Odoo, navigate to :menuselection:`Sales app --> Configuration -->
Settings`. In the :guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Pricelists` Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the :guilabel:`Pricelists`
feature. feature. Click :guilabel:`Save` to save all changes.
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.
.. image:: pricing/pricelist-feature-setting.png .. image:: pricing/pricelist-feature-setting.png
:align: center :align: center
:alt: How the pricelist feature setting looks in Odoo Sales. :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 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 :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
:menuselection:`Sales app --> Products --> Pricelists`. :menuselection:`Sales app --> Products --> Pricelists`.
Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or Either option reveals the :guilabel:`Pricelists` page, where you can create or modify pricelists at
modified at any time. any time.
.. image:: pricing/pricelists-page.png .. image:: pricing/pricelists-page.png
:align: center :align: center

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