diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping.rst index 8782e0de0..6218d28a7 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping.rst @@ -1,3 +1,5 @@ +:nosearch: + =============================== Checkout, payment, and shipping =============================== diff --git a/content/applications/websites/ecommerce/managing_products.rst b/content/applications/websites/ecommerce/managing_products.rst index 9907d7c3e..f45874c4d 100644 --- a/content/applications/websites/ecommerce/managing_products.rst +++ b/content/applications/websites/ecommerce/managing_products.rst @@ -10,4 +10,5 @@ Products managing_products/products managing_products/catalog managing_products/variants + managing_products/price_management managing_products/cross_upselling diff --git a/content/applications/websites/ecommerce/managing_products/price_management.rst b/content/applications/websites/ecommerce/managing_products/price_management.rst new file mode 100644 index 000000000..7a3cff428 --- /dev/null +++ b/content/applications/websites/ecommerce/managing_products/price_management.rst @@ -0,0 +1,135 @@ +================ +Price management +================ + +Odoo offers multiple options to select the price displayed on your website, as well as +condition-specific prices based on set criteria. + +Taxes +===== + +Tax configuration +----------------- + +To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the +**product template** or use +:doc:`fiscal positions `. + +.. seealso:: + - :doc:`/applications/finance/accounting/taxation/taxes/taxes` + - :doc:`/applications/finance/accounting/taxation/taxes/avatax` + - :doc:`/applications/finance/accounting/taxation/taxes/taxcloud` + - :doc:`/applications/finance/accounting/taxation/taxes/fiscal_positions` + +Tax display +----------- + +Choosing the displayed price tax usually depends on a country's regulations or the type of customers +**(B2B vs. B2C)**. To select the type of price displayed, go to :menuselection:`Website --> +Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` category, and select +:guilabel:`Tax Excluded` or :guilabel:`Tax Included`. + +- :guilabel:`Tax Excluded`: the price displayed on the website is **tax-excluded**, and the tax is + computed at the cart-review step; +- :guilabel:`Tax Included`: the price displayed on the website is **tax-included**. + +.. note:: + This setting is **global**, and the tax-display type is the same for (all of) your website(s). It + is, therefore, not possible to select different tax displays for different websites. This may be + a significant point of consideration when implementing a database with multiple ecommerce + websites aimed at varying customer types (i.e., B2B and B2C). + +You can choose to display the type of pricing next to the product price by going to +:menuselection:`Website --> Site --> Homepage --> Shop`, selecting a product, and then +:menuselection:`Edit --> Customize tab` and enabling :guilabel:`Tax Indication`. + +.. image:: price_management/price-tax-display-type.png + :align: center + :alt: Tax type displayed on the product page + +.. seealso:: + :doc:`/applications/finance/accounting/taxation/taxes/B2B_B2C` + +Price per unit +============== + +It is possible to display a +:doc:`price per unit ` on the +product page. To do that, go to :menuselection:`Website --> Configuration --> Settings` and enable +:guilabel:`Product Reference Price` under the :guilabel:`Shop - Products` section. When enabled, +ensure an amount is set in the :guilabel:`Base Unit Count` field of the **product template**, and in +the :guilabel:`Sales Price`. + +.. image:: price_management/price-cost-per-unit.png + :align: center + :alt: Cost per unit pricing on the product template + +The price per unit of measure can be found above the :guilabel:`Add to Cart` button on the product +page. + +.. image:: price_management/price-cost-per-unit-page.png + :align: center + :alt: Cost per unit pricing on the product page + +.. note:: + Pay attention that having the price per unit may be **mandatory** in some countries. + +.. seealso:: + :doc:`/applications/inventory_and_mrp/inventory/management/products/uom` + +Price configuration: pricelists +------------------------------- + +Pricelists are the primary tool to manage prices on your eCommerce. They allow you to define +website-specific prices - different from the price on the product template - based on the **country +group**, **currency**, **minimum quantity**, **period**, or **variant**. You can create as many +pricelists as needed, but it is mandatory to have at least one pricelist configured per website. If +no custom pricelists are added, Odoo defaults to the **Public Pricelist** for all websites. + +.. seealso:: + :doc:`/applications/sales/sales/products_prices/prices/pricing` + +Configuration +~~~~~~~~~~~~~ + +Pricelists can be found under :menuselection:`Website --> eCommerce --> Pricelists`, but must first +be activated. For that, head to :menuselection:`Website --> Configuration --> Settings` and scroll +down to the :guilabel:`Shop - Products` section. There, you can find two options: + +- :guilabel:`Multiple prices per product`; +- :guilabel:`Advanced price rules (discounts, formulas)`. + +The **first** option allows you to set different prices per customer *segment*, i.e., registered +customers, gold customers, regular customers, etc. The **second** option allows you to set *price +change* rules such as **discounts**, **margins**, **roundings**, etc. + +Foreign currency +~~~~~~~~~~~~~~~~ + +If you are selling in **multiple currencies** and have pricelists in foreign currencies, customers +can select their corresponding pricelist anywhere on the :guilabel:`Shop` page from the drop-down +menu next to the **search bar**. + +.. image:: price_management/price-pricelists.png + :align: center + :alt: Pricelists selection + +.. seealso:: + - :doc:`/applications/sales/sales/products_prices/prices/pricing` + - :doc:`/applications/sales/sales/products_prices/prices/currencies` + +Permanent discount +------------------ + +If you have permanently reduced the price of a product, a popular means to attract customers is the +**strikethrough** strategy. The strategy consists in displaying the previous price crossed out and +the **new discounted price** next to it. + +.. image:: price_management/price-strikethrough.png + :align: center + :alt: Price strikethrough + +To display a 'striked' price, enable the :guilabel:`Comparison Price` option under +:menuselection:`Website --> Configuration --> Settings --> Shop - Products category`. 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