diff --git a/content/applications/sales/sales/products_prices/prices/pricing.rst b/content/applications/sales/sales/products_prices/prices/pricing.rst index 35fd2a83b..f0919a619 100644 --- a/content/applications/sales/sales/products_prices/prices/pricing.rst +++ b/content/applications/sales/sales/products_prices/prices/pricing.rst @@ -85,9 +85,26 @@ From here, there are several configuration options: - :guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by using a negative value in this field. + + .. important:: + If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set + as :guilabel:`Discount`, the discount will visible to the customer. + + .. image:: pricing/sales-pricelist-pricerule-discount.png + :alt: A pricelist rule using Price Type: Discount to create a discount. + + .. image:: pricing/sales-pricelist-pricerule-discount-customer.png + :alt: How a pricelist rule using Price Type: Discount appears on customer preview. + - :guilabel:`Formula`: Calculate the pricelist rules based the following configuration: - - :guilabel:`Discount`: Percentage discount to be applied. + - :guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to + increase prices. + + .. important:: + If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set + as :guilabel:`Formula`, the discount will *not* be visible to the customer. + - :guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after discount. The rounding method sets the price so that it is a multiple of the value in this field. @@ -106,9 +123,9 @@ From here, there are several configuration options: applied to quotations. .. example:: - To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set - the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the - :guilabel:`Margins` to `5`. This is often seen in retail situations. + To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set + the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to + `-100`. This is often seen in retail situations. .. image:: pricing/formula-markup-cost-example.png :alt: How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales. @@ -129,24 +146,30 @@ Recurring Prices tab -------------------- Recurring prices are specifically used with :doc:`subscription products -<../../../subscriptions/products>`. +<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that +they will only apply to subscription products, or products with recurring prices enabled. -Under the :guilabel:`Recurring Prices` tab, the same functionality of the :guilabel:`Price Rules` -tab is present. The only difference being that a recurring time period can be applied in the -:guilabel:`Recurring Plan` column. +In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the +:guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add +:guilabel:`Recurring Plan`. -Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, click :guilabel:`Add a -price rule`, and select the blank field in the :guilabel:`Recurring Plan` column to reveal a -drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.). +:guilabel:`Product Variants` are configured under products that have one or more values, such as +color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if +applicable, select the desired product variants to be included in the price rule. + +Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of +pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.). + +.. image:: pricing/sales-pricelist-recurringprices.png + :alt: The recurring prices tab in a pricelist configuration form. New recurrence periods can also be created from this column. To do so, type in the name for the new :guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to -create the time period, which can be edited later. - -Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. -From this pop-up form, the new recurrence period can be configured, with specific -:guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the -configurations are complete, click the :guilabel:`Save & Close` button. +create the time period, which can be edited later. Alternatively, select :guilabel:`Create and +edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new +recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`, +and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save & +Close` button. .. image:: pricing/time-period-popup.png :align: center @@ -161,9 +184,9 @@ column. Rental rules tab ---------------- -Under the :guilabel:`Rental rules` tab, specific price rules can be configured for various rental -products, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` -tabs. +Price rules can be configured for :doc:`rental products <../../../rental>` under the +:guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and +:guilabel:`Recurring Prices` tabs. To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the :guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary. @@ -172,43 +195,24 @@ Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, Lastly, configure a :guilabel:`Price` for the rental rule in the respective column. -Configuration tab ------------------ +.. image:: pricing/sales-pricelist-rental.png + :alt: The rental tab in a pricelist configuration form. -Under the :guilabel:`Configuration` tab, there are a few options that can further customize the -pricelist. +Ecommerce Tab +------------- -.. image:: pricing/configuration-tab.png - :align: center - :alt: Configuration tab on pricelist detail form in Odoo Sales. +Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an +:doc:`Ecommerce website <../../../../websites/ecommerce/products>`. -From here, under the :guilabel:`Availability` section, in the :guilabel:`Country Groups` field, -certain country groups can be added to the pricelist. There is no limit to how many country groups -can be added in this field. +To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field. -.. note:: - If no country is set for a customer, Odoo takes the first pricelist without any country group. +The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist. -Under the :guilabel:`Website` section, there are a few options that can be configured. In the -:guilabel:`Website` field, this pricelist can be applied to a specific website, if working in a -multi-website environment. If left blank, the pricelist is applied to all websites in the database. +Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code` +field. -Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for -customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers -**cannot** select this pricelist for themselves. - -Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type -in the desired promo code that, when entered during the checkout process, applies the pricelist to -the customer, even if the customer does not fall into the previously-specified criteria. - -Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount Policy` field with two -options to choose from: :guilabel:`Discount included in the price` or :guilabel:`Show public price & -discount to the customer`. - -If :guilabel:`Discount included in the price` is selected, the price shown to the customer already -accounts for the discount being applied. However, if :guilabel:`Show public price & discount to the -customer` is selected, the customer sees the actual public price *and* how much they are saving with -this pricelist discount. +.. image:: pricing/sales-pricelist-ecommerce.png + :alt: The Ecommerce tab in a pricelist configuration form. 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