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[IMP] sale: update How to adapt your prices to your customers and apply discounts

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Add Overview which summarizes the Pricelist logic
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Ray Carnes 2017-02-24 12:13:51 -08:00 committed by Yannick Tivisse
parent 0b6f8a9f24
commit 57b9048e98
1 changed files with 14 additions and 7 deletions
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sales/products_prices/prices/pricing.rst
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@ -2,11 +2,12 @@
How to adapt your prices to your customers and apply discounts
==============================================================
Have the pricing strategy tailored to your business, with specific prices
and discounts per quantity, period, currency or customer segment. Odoo has an
integrated tool to set and compute sales prices, the so-called Pricelists.
Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business.
A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price.
You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc.
As pricelists only suggest prices, they can be overridden by users completing sales orders.
Choose your pricing strategy from :menuselection:`Sales --> Settings`.
Choose your pricing strategy in click on :menuselection:`Sales --> Settings`.
.. image:: ./media/pricing_options.png
:align: center
@ -58,9 +59,15 @@ Prices per minimum quantity
Discounts, margins, roundings
=============================
The third option allows to apply discounts % or amounts, margins and
rounding based on formulas. Once installed go to
:menuselection:`Sales --> Configuration --> Pricelists
The third option allows to set price change rules.
Changes can be relative to the product list/catalog price, the product cost price,
or to another pricelist. Changes are calculated via discounts or surcharges and can be
forced to fit within floor (minumum margin) and ceilings (maximum margins).
Prices can be rounded to the nearest cent/dollar or multiple of either
(nearest 5 cents, nearest 10 dollars).
Once installed go to
:menuselection:`Sales --> Configuration --> Pricelists`
(or :menuselection:`Website Admin --> Catalog --> Pricelists` if you
use e-Commerce).