[IMP] sales: pricelists tabs
closes odoo/documentation#11918 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -85,9 +85,26 @@ From here, there are several configuration options:
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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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.. important::
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If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set
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as :guilabel:`Discount`, the discount will visible to the customer.
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.. image:: pricing/sales-pricelist-pricerule-discount.png
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:alt: A pricelist rule using Price Type: Discount to create a discount.
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.. image:: pricing/sales-pricelist-pricerule-discount-customer.png
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:alt: How a pricelist rule using Price Type: Discount appears on customer preview.
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- :guilabel:`Formula`: Calculate the pricelist rules based the following configuration:
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- :guilabel:`Discount`: Percentage discount to be applied.
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- :guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to
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increase prices.
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.. important::
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If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set
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as :guilabel:`Formula`, the discount will *not* be visible to the customer.
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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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@ -106,9 +123,9 @@ From here, there are several configuration options:
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applied to quotations.
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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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To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set
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the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to
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`-100`. This is often seen in retail situations.
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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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@ -129,24 +146,30 @@ Recurring Prices tab
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--------------------
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Recurring prices are specifically used with :doc:`subscription products
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<../../../subscriptions/products>`.
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<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that
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they will only apply to subscription products, or products with recurring prices enabled.
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Under the :guilabel:`Recurring Prices` tab, the same functionality of the :guilabel:`Price Rules`
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tab is present. The only difference being that a recurring time period can be applied in the
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:guilabel:`Recurring Plan` column.
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In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the
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:guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add
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:guilabel:`Recurring Plan`.
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Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, click :guilabel:`Add a
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price rule`, and select the blank field in the :guilabel:`Recurring Plan` column to reveal a
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drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.).
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:guilabel:`Product Variants` are configured under products that have one or more values, such as
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color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if
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applicable, select the desired product variants to be included in the price rule.
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Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of
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pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.).
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.. image:: pricing/sales-pricelist-recurringprices.png
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:alt: The recurring prices tab in a pricelist configuration form.
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New recurrence periods can also be created from this column. To do so, type in the name for the new
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:guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to
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create the time period, which can be edited later.
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Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form.
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From this pop-up form, the new recurrence period can be configured, with specific
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:guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the
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configurations are complete, click the :guilabel:`Save & Close` button.
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create the time period, which can be edited later. Alternatively, select :guilabel:`Create and
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edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new
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recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`,
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and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save &
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Close` button.
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.. image:: pricing/time-period-popup.png
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:align: center
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@ -161,9 +184,9 @@ column.
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Rental rules tab
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----------------
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Under the :guilabel:`Rental rules` tab, specific price rules can be configured for various rental
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products, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices`
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tabs.
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Price rules can be configured for :doc:`rental products <../../../rental>` under the
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:guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and
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:guilabel:`Recurring Prices` tabs.
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To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the
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:guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary.
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@ -172,43 +195,24 @@ Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`,
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Lastly, configure a :guilabel:`Price` for the rental rule in the respective column.
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Configuration tab
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-----------------
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.. image:: pricing/sales-pricelist-rental.png
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:alt: The rental tab in a pricelist configuration form.
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Under the :guilabel:`Configuration` tab, there are a few options that can further customize the
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pricelist.
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Ecommerce Tab
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-------------
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.. image:: pricing/configuration-tab.png
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:align: center
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:alt: Configuration tab on pricelist detail form in Odoo Sales.
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Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an
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:doc:`Ecommerce website <../../../../websites/ecommerce/products>`.
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From here, under the :guilabel:`Availability` section, in the :guilabel:`Country Groups` field,
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certain country groups can be added to the pricelist. There is no limit to how many country groups
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can be added in this field.
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To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field.
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.. note::
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If no country is set for a customer, Odoo takes the first pricelist without any country group.
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The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist.
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Under the :guilabel:`Website` section, there are a few options that can be configured. In the
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:guilabel:`Website` field, this pricelist can be applied to a specific website, if working in a
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multi-website environment. If left blank, the pricelist is applied to all websites in the database.
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Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code`
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field.
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Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for
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customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers
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**cannot** select this pricelist for themselves.
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Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type
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in the desired promo code that, when entered during the checkout process, applies the pricelist to
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the customer, even if the customer does not fall into the previously-specified criteria.
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Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount Policy` field with two
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options to choose from: :guilabel:`Discount included in the price` or :guilabel:`Show public price &
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discount to the customer`.
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If :guilabel:`Discount included in the price` is selected, the price shown to the customer already
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accounts for the discount being applied. However, if :guilabel:`Show public price & discount to the
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customer` is selected, the customer sees the actual public price *and* how much they are saving with
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this pricelist discount.
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.. image:: pricing/sales-pricelist-ecommerce.png
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:alt: The Ecommerce tab in a pricelist configuration form.
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Customer pricelist application
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==============================
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