[ADD] eCommerce: new price management page
Current documentation doesn't feature any pricing management info.
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closes odoo/documentation#3608
Taskid: 3086649
X-original-commit: d43a9b2598
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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===============================
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Checkout, payment, and shipping
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===============================
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@ -10,4 +10,5 @@ Products
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managing_products/products
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managing_products/catalog
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managing_products/variants
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managing_products/price_management
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managing_products/cross_upselling
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================
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Price management
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================
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Odoo offers multiple options to select the price displayed on your website, as well as
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condition-specific prices based on set criteria.
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Taxes
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=====
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Tax configuration
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-----------------
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To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the
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**product template** or use
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:doc:`fiscal positions </applications/finance/accounting/taxation/taxes/fiscal_positions>`.
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.. seealso::
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- :doc:`/applications/finance/accounting/taxation/taxes/taxes`
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- :doc:`/applications/finance/accounting/taxation/taxes/avatax`
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- :doc:`/applications/finance/accounting/taxation/taxes/taxcloud`
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- :doc:`/applications/finance/accounting/taxation/taxes/fiscal_positions`
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Tax display
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-----------
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Choosing the displayed price tax usually depends on a country's regulations or the type of customers
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**(B2B vs. B2C)**. To select the type of price displayed, go to :menuselection:`Website -->
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Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` category, and select
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:guilabel:`Tax Excluded` or :guilabel:`Tax Included`.
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- :guilabel:`Tax Excluded`: the price displayed on the website is **tax-excluded**, and the tax is
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computed at the cart-review step;
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- :guilabel:`Tax Included`: the price displayed on the website is **tax-included**.
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.. note::
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This setting is **global**, and the tax-display type is the same for (all of) your website(s). It
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is, therefore, not possible to select different tax displays for different websites. This may be
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a significant point of consideration when implementing a database with multiple ecommerce
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websites aimed at varying customer types (i.e., B2B and B2C).
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You can choose to display the type of pricing next to the product price by going to
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:menuselection:`Website --> Site --> Homepage --> Shop`, selecting a product, and then
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:menuselection:`Edit --> Customize tab` and enabling :guilabel:`Tax Indication`.
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.. image:: price_management/price-tax-display-type.png
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:align: center
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:alt: Tax type displayed on the product page
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.. seealso::
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:doc:`/applications/finance/accounting/taxation/taxes/B2B_B2C`
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Price per unit
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==============
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It is possible to display a
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:doc:`price per unit </applications/inventory_and_mrp/inventory/management/products/uom>` on the
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product page. To do that, go to :menuselection:`Website --> Configuration --> Settings` and enable
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:guilabel:`Product Reference Price` under the :guilabel:`Shop - Products` section. When enabled,
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ensure an amount is set in the :guilabel:`Base Unit Count` field of the **product template**, and in
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the :guilabel:`Sales Price`.
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.. image:: price_management/price-cost-per-unit.png
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:align: center
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:alt: Cost per unit pricing on the product template
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The price per unit of measure can be found above the :guilabel:`Add to Cart` button on the product
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page.
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.. image:: price_management/price-cost-per-unit-page.png
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:align: center
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:alt: Cost per unit pricing on the product page
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.. note::
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Pay attention that having the price per unit may be **mandatory** in some countries.
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.. seealso::
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:doc:`/applications/inventory_and_mrp/inventory/management/products/uom`
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Price configuration: pricelists
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-------------------------------
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Pricelists are the primary tool to manage prices on your eCommerce. They allow you to define
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website-specific prices - different from the price on the product template - based on the **country
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group**, **currency**, **minimum quantity**, **period**, or **variant**. You can create as many
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pricelists as needed, but it is mandatory to have at least one pricelist configured per website. If
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no custom pricelists are added, Odoo defaults to the **Public Pricelist** for all websites.
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.. seealso::
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:doc:`/applications/sales/sales/products_prices/prices/pricing`
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Configuration
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~~~~~~~~~~~~~
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Pricelists can be found under :menuselection:`Website --> eCommerce --> Pricelists`, but must first
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be activated. For that, head to :menuselection:`Website --> Configuration --> Settings` and scroll
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down to the :guilabel:`Shop - Products` section. There, you can find two options:
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- :guilabel:`Multiple prices per product`;
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- :guilabel:`Advanced price rules (discounts, formulas)`.
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The **first** option allows you to set different prices per customer *segment*, i.e., registered
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customers, gold customers, regular customers, etc. The **second** option allows you to set *price
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change* rules such as **discounts**, **margins**, **roundings**, etc.
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Foreign currency
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~~~~~~~~~~~~~~~~
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If you are selling in **multiple currencies** and have pricelists in foreign currencies, customers
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can select their corresponding pricelist anywhere on the :guilabel:`Shop` page from the drop-down
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menu next to the **search bar**.
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.. image:: price_management/price-pricelists.png
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:align: center
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:alt: Pricelists selection
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.. seealso::
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- :doc:`/applications/sales/sales/products_prices/prices/pricing`
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- :doc:`/applications/sales/sales/products_prices/prices/currencies`
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Permanent discount
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------------------
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If you have permanently reduced the price of a product, a popular means to attract customers is the
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**strikethrough** strategy. The strategy consists in displaying the previous price crossed out and
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the **new discounted price** next to it.
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.. image:: price_management/price-strikethrough.png
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:align: center
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:alt: Price strikethrough
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To display a 'striked' price, enable the :guilabel:`Comparison Price` option under
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:menuselection:`Website --> Configuration --> Settings --> Shop - Products category`. Then, head to
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the product's template (:menuselection:`Website --> eCommerce --> Products`), and in the
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:guilabel:`Compare to Price` field, enter the **new** price.
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