[IMP] sales: update simplified pricelist settings
closes odoo/documentation#11810
X-original-commit: a0c8570226
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
This commit is contained in:
samueljlieber
parent
82511641ca
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@ -2,135 +2,128 @@
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Pricelists, discounts, and formulas
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===================================
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Odoo *Sales* has a useful pricelist feature that can be tailored to fit any unique pricing strategy.
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A *pricelist* is a method of dynamic pricing that applies a list of prices (or price rules) to
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adjust sales prices. This adjustment can apply to specific customers, customer groups, sales orders,
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time periods, etc., and is useful for creating pricing strategies and optimizing sales margins.
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A *pricelist* is a list of prices (or price rules) that Odoo uses to determine the appropriate price
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for a customer. These pricelists can be set with specific criteria (such as time periods, minimum
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quantity sold, and more) in order to apply certain prices or discounts.
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Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing
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strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order.
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Pricelists suggest certain prices, but they can always be overridden on the sales order.
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Pricing strategy options
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Pricelists configuration
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========================
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To choose a pricing strategy, first navigate to :menuselection:`Sales app --> Configuration -->
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Settings`. In the :guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Pricelists`
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feature.
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Doing so reveals two additional options beneath it: :guilabel:`Multiple prices per product` and
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:guilabel:`Advanced price rules (discounts, formulas)`. A link labeled :guilabel:`Pricelists` also
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appears, which leads to a separate pricelists page, wherein pricelists can be created and/or
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modified.
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- :guilabel:`Multiple prices per product`: provides the option to set several different prices per
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product.
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- :guilabel:`Advanced price rules (discounts, formulas)`: provides the option to create detailed
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price rules and apply discounts, margins, and roundings.
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To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app -->
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Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the
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:guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all changes.
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.. image:: pricing/pricelist-feature-setting.png
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:align: center
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:alt: How the pricelist feature setting looks in Odoo Sales.
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After clicking the checkbox beside the :guilabel:`Pricelists` feature, select one of those two
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options, then click :guilabel:`Save` to save all changes.
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Pricelists
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==========
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After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
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reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the
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:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
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reloads. From here, either select the :icon:`oi-arrow-right` :guilabel:`Pricelists` link (beneath
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the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
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:menuselection:`Sales app --> Products --> Pricelists`.
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Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
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modified at any time.
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.. image:: pricing/pricelists-page.png
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:align: center
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.. image:: pricing/18-sales-pricelist-page.png
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:alt: How the pricelists page looks in Odoo Sales.
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.. important::
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The order of the pricelists on the :guilabel:`Pricelists` page has an impact on how they are
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applied. If several pricelists share the same criteria, **only** the first listed pricelist is
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applied.
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For example, for two pricelists with different rules, but same criteria (e.g., same website, same
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country), only the *first* pricelist in the list is applied.
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If there is no specific pricelist configured on a sales quotation, the :guilabel:`Default`
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pricelist is applied.
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.. note::
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The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*.
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This pricelist is applied by default, if there are no matching criteria.
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The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. This option allows
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website visitors to choose a pricelist when shopping in your **eCommerce** website.
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.. note::
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In Odoo 17 (and above), it is no longer required to have a pricelist entered in the
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:guilabel:`Pricelist` field on a quotation form in order to confirm it (i.e. turn it into a sales
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order).
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In Odoo 17 (and above), you are *not required* to enter a pricelist in the :guilabel:`Pricelist`
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field on a sales quotation form in order to confirm it (i.e. turn it into a sales order).
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It should also be noted that, in Odoo 17 (and above), a chatter section can be found on pricelist
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forms, which enhances the ability to communicate about them.
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The chatter section is available on pricelist forms, which allows you to add notes and
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communications on each pricelist page.
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From the :guilabel:`Pricelists` page, either select the desired pricelist to edit, or click
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:guilabel:`New` to create a new pricelist, which reveals a blank pricelist form that can be
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configured in a number of different ways.
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Creating and editing pricelists
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-------------------------------
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.. image:: pricing/pricelist-detail-form.png
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:align: center
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From the :guilabel:`Pricelists` page, either select the pricelist to edit, or click :guilabel:`New`
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to create a new pricelist, which reveals a blank pricelist form that can be configured in a number
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of different ways.
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.. image:: pricing/18-sales-new-pricelist-form.png
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:alt: How the pricelist detail form looks in Odoo Sales.
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When creating a new pricelist, start by adding a name for the pricelist at the top of the form, in
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the blank field. Next, select which :guilabel:`Currency` should be used.
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When creating a new pricelist, start by adding a name for the pricelist at the blank field at top of
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the form. Next, select which :guilabel:`Currency` should be used.
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Then, if working in a multi-company environment, select which company this pricelist should apply to
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in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically
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applied to all companies in the database.
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If working in a multi-company environment, select which company this pricelist should apply to in
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the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied
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to all companies in the database.
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If working in a multinational company, select the countries where this pricelist will apply under
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the :guilabel:`Country Groups` column.
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Price Rules tab
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---------------
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The :guilabel:`Price Rules` tab functionality on a pricelist form varies depending on the
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:guilabel:`Pricelists` setting chosen: either :guilabel:`Multiple prices per product` or
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:guilabel:`Advanced price rules (discounts, formulas)`.
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In the :guilabel:`Price Rules` tab, each line creates a new record that will implement customized
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pricing to the sales order where the pricelist is applied. To create a new price rule, click on
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:guilabel:`Add a line`, which opens a new pricelist rules form.
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However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` tab are always the same,
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regardless of the chosen :guilabel:`Pricelists` setting.
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Then, select whether to apply this set of rules to a :guilabel:`Product` or :guilabel:`Category`.
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Multiple prices per product
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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From here, there are several configuration options:
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With the :guilabel:`Multiple prices per product` setting activated, the :guilabel:`Price Rules` tab
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on pricelist forms provides the option to add specific products, with a specific price, to a
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pricelist.
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- :guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one
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or more products to which this pricelist will apply.
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- :guilabel:`Category`: Select one or more product categories to which this pricelist will apply.
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- :guilabel:`Price Type`: Select whether the specialized pricing will fall under
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:guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price
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type, there will be additional configurations on how to apply the pricelist.
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To add a specific product and price to a pricelist form, click the :guilabel:`Price Rules` tab, then
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click :guilabel:`Add a line` in the :guilabel:`Products` column. Then, select the desired product
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for which a specific price should be applied.
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- :guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by
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using a negative value in this field.
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- :guilabel:`Formula`: Calculate the pricelist rules based the following configuration:
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Next, if necessary, select a product variant under the :guilabel:`Variants` column (e.g. a specific
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product size, color, etc.). If no variants are selected, then this price will apply to all variants
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of the product.
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- :guilabel:`Discount`: Percentage discount to be applied.
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- :guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after
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discount. The rounding method sets the price so that it is a multiple of the value in this
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field.
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If a minimum amount of the product must be purchased in order to apply the specific price, enter the
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amount under the :guilabel:`Min. Quantity` column.
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.. note::
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Rounding is applied *after* the discount and *before* the extra fee.
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To configure the price of the product for this specific pricelist, enter the desired amount under
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the :guilabel:`Price` column. Then, there is the option to add a :guilabel:`Start Date` and
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:guilabel:`End Date` to the configured product price, if desired.
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- :guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount`
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and :guilabel:`Round off to` have been applied.
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- :guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product
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lines in the quotation form will be updated to this price.
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To add another product line, click :guilabel:`Add a line` again, and repeat the process. There is no
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limit to how many products can be added in the :guilabel:`Price Rules` tab of a pricelist form.
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- :guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to
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apply.
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- :guilabel:`Validity Period`: Specify the start and end date during which this pricelist can be
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applied to quotations.
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For more information, check out the following section: :ref:`Multiple prices per product
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<sales/multiple-prices-per-product>`.
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.. example::
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To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set
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the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the
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:guilabel:`Margins` to `5`. This is often seen in retail situations.
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Advanced price rules
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~~~~~~~~~~~~~~~~~~~~
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.. image:: pricing/formula-markup-cost-example.png
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:alt: How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales.
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With the :guilabel:`Advanced price rules (discounts, formulas)` setting activated, the
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:guilabel:`Price Rules` tab on pricelist forms provides the option to configure detailed price rules
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based on formulas.
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.. example::
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To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to
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:guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field
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to `-0.01`, and the :guilabel:`Rounding Method` field to `10`.
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Check out the :ref:`Advanced price rules (discounts, formulas) <sales/advanced-price-rules>` section
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for detailed steps on how to add advanced price rules to a pricelist.
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.. image:: pricing/formula-discount-example.png
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:alt: Example of a 20% discount with prices rounded to 9.99 in Odoo Sales.
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.. tip::
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To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the
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:guilabel:`Extra Fee` to `-0.01`.
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Recurring Prices tab
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--------------------
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@ -249,84 +242,6 @@ the drop-down menu in the :guilabel:`Pricelist` field.
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from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned
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into a sales order.
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.. _sales/multiple-prices-per-product:
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Multiple prices per product
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===========================
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To apply several prices per individual product, select the :guilabel:`Multiple prices per product`
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option, after enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page
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(:menuselection:`Sales app --> Configuration --> Settings`), and click :guilabel:`Save`.
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Next, apply pricelists to specific products using the product form. Navigate to the
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:menuselection:`Sales app --> Products --> Products` and select the product for which multiple
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prices should be applied. Selecting a product from the :guilabel:`Products` page reveals that
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specific product's product form on a separate page.
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On the product form, click the :guilabel:`Extra Prices` smart button, located at the top of the
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form.
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.. image:: pricing/extra-prices-smartbutton.png
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:align: center
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:alt: How the extra prices smart button appears in Odoo Sales.
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Doing so reveals a separate page displaying the :guilabel:`Price Rules` that are specific to that
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particular product. Here, price rules can be edited or created at any time.
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.. image:: pricing/price-rules-product-page.png
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:align: center
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:alt: How the extra price rules per product page appears in Odoo Sales.
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To create a new price rule for a product from this specific :guilabel:`Price Rules` page, click
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:guilabel:`New` to add a new, customizable row that has the desired product already populated in the
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:guilabel:`Applied On` column.
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Next, select which :guilabel:`Pricelist` this specific product price rule should apply to, via the
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drop-down menu in the :guilabel:`Pricelist` column.
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.. note::
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The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*.
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.. tip::
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To create a new pricelist from this page, type in the desired name of the new pricelist in the
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:guilabel:`Pricelist` column, then select :guilabel:`Create` from the drop-down menu. All
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pricelists can be modified at any time, by navigating to :menuselection:`Sales app --> Products
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--> Pricelists`. Pricelists can also be created on that specific :guilabel:`Pricelists` page, as
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well.
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After the desired pricelist is added to the row, designate a :guilabel:`Min. Quantity` for the price
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rule.
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.. example::
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If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the :guilabel:`Price`
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column will be applied to orders of 2 or more products. So, in theory, if a single product costs
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$100, customers can be encouraged to buy more, if the :guilabel:`Price` is set at $85 per product
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for a :guilabel:`Min. Quantity` of `2` products.
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Next, enter the desired amount in the :guilabel:`Price` column. Then, if needed, enter a
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:guilabel:`Start Date` and :guilabel:`End Date` for the product's price rule.
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And lastly, if working in a multi-company environment, select which company this price rule should
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be applied to in the :guilabel:`Company` field. Leaving this field blank means the price rule
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applies for all companies in the database.
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Click away from the row to activate Odoo's auto-save capability, meaning that newly-created price
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rule is now ready to be used.
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Proceed to add as many unique price rules per product as desired. There is no limit to how many
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price rules can be added per product.
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With the price rule(s) in place for a specific product, customers who fall into those corresponding
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pricelists automatically see those new prices applied. The number of price rules applied to a
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particular product are also displayed in the :guilabel:`Extra Prices` smart button, located on every
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product form.
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.. note::
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When a price rule/pricelist is added to a product via the :guilabel:`Extra Prices` smart button,
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it is also reflected on the pricelist itself. Similarly, when a price rule for a specific product
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is added to a pricelist, it is also reflected on the product form via the :guilabel:`Extra
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Prices` smart button.
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.. _sales/discounts:
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Discounts
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@ -408,102 +323,6 @@ following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Di
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discount is added, make sure to change the value on the :guilabel:`Discount` line, or remove the
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line and add the discount again.
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.. _sales/advanced-price-rules:
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Advanced price rules
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====================
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The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature provides the option to
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set price change rules based on discounts and formulas. These changes can be relative to the product
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list/catalog price, the product's cost, or another pricelist.
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To use advanced pricing rules, with discounts and formulas, select the :guilabel:`Advanced price
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rules (discounts, formulas)` option, after enabling the :guilabel:`Pricelists` feature on the
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*Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click
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:guilabel:`Save`.
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After activating and saving that :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
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reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the
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:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
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:menuselection:`Sales app --> Products --> Pricelists`.
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Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
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modified at any time.
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From the :guilabel:`Pricelists` page, select a desired pricelist to modify, or create a new
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pricelist by clicking the :guilabel:`New` button.
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On the pricelist form, under the :guilabel:`Price Rules` tab, click :guilabel:`Add a line` to add an
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advanced price rule. Doing so reveals a :guilabel:`Create Pricelist Rules` pop-up form, in which the
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advanced rule is configured.
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.. image:: pricing/create-pricelist-rules-popup.png
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:align: center
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:alt: How the Create Pricelist Rules pop-up form looks in Odoo Sales.
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Price computation
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-----------------
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On this form, first choose one of the three :guilabel:`Computation` options:
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- :guilabel:`Fixed Price`: the price computation is based on a fixed price.
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- :guilabel:`Discount`: the price computation is based on a discount.
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- :guilabel:`Formula`: the price computation is based on a formula.
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.. note::
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Each :guilabel:`Computation` option reveals its own computation-specific fields on the form.
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If :guilabel:`Fixed Price` is selected, enter the desired price in the :guilabel:`Fixed Price` field
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below. If :guilabel:`Discount` is selected, enter the desired discount percentage in the
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:guilabel:`Discount` field that appears.
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If :guilabel:`Formula` is selected, a number of configurable options appear.
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.. image:: pricing/formula-computation-options.png
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:align: center
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:alt: The various formula computation options present in Odoo Sales.
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To configure the :guilabel:`Formula` computation option, start by selecting an option from the
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:guilabel:`Based on` field: :guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other
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Pricelist`. This determines what the advanced price rule formula will be based on.
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Next, in the :guilabel:`Discount` field, determine how much of a discount should be applied. It
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should be noted that a mark-up can be applied by setting a negative discount in this field.
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.. example::
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To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set
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the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the
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:guilabel:`Margins` to `5`. This is often seen in retail situations.
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.. image:: pricing/formula-markup-cost-example.png
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:align: center
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:alt: How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales.
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Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or subtract) to the amount
|
||||
calculated with the discount. After that, enter a desired figure in the :guilabel:`Rounding Method`
|
||||
field. The rounding method sets the price so that it is a multiple of the value in the field.
|
||||
|
||||
.. note::
|
||||
Rounding is applied *after* the discount and *before* the surcharge.
|
||||
|
||||
.. tip::
|
||||
To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the
|
||||
:guilabel:`Extra Fee` to `-0.01`.
|
||||
|
||||
Lastly, specify the minimum amount of margin over the base price in the :guilabel:`Margins` field.
|
||||
|
||||
Once all formula-related configurations are complete, Odoo provides an example of the formula in a
|
||||
blue block to the right of the configurations.
|
||||
|
||||
.. example::
|
||||
To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to
|
||||
:guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field
|
||||
to `-0.01`, and the :guilabel:`Rounding Method` field to `10`.
|
||||
|
||||
.. image:: pricing/formula-discount-example.png
|
||||
:align: center
|
||||
:alt: Example of a 20% discount with prices rounded to 9.99 in Odoo Sales.
|
||||
|
||||
Conditions
|
||||
----------
|
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Loading…
Reference in New Issue
Block a user