[IMP] sales: complete rewrite for pricing doc

closes odoo/documentation#6411

X-original-commit: a113d83fea
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/products_prices/prices/pricing.rst

@@ -1,146 +1,438 @@
-==============================================================
-How to adapt your prices to your customers and apply discounts
-==============================================================
+===================================
+Pricelists, discounts, and formulas
+===================================
 
-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 criteria to use a specific price: periods, min. sold quantity (meet a minimum
-order quantity and get a price break), etc.
+Odoo *Sales* has a useful pricelist feature that can be tailored to fit any unique pricing strategy.
 
-As pricelists only suggest prices, they can be overridden by vendors completing sales orders.
-Choose your pricing strategy from :menuselection:`Sales --> Settings`.
+A *pricelist* is a list of prices (or price rules) that Odoo uses to determine the appropriate price
+for a customer. These pricelists can be set with specific criteria (such as time periods, minimum
+quantity sold, and more) in order to apply certain prices or discounts.
 
+Pricelists suggest certain prices, but they can always be overridden on the sales order.
 
-.. image:: pricing/pricing_options.png
+Pricing strategy options
+========================
+
+To choose a pricing strategy, first navigate to :menuselection:`Sales app --> Configuration -->
+Settings`. In the :guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Pricelists`
+feature.
+
+Doing so reveals two additional options beneath it: :guilabel:`Multiple prices per product` and
+:guilabel:`Advanced price rules (discounts, formulas)`. A link labeled :guilabel:`Pricelists` also
+appears, which leads to a separate pricelists page, wherein pricelists can be created and/or
+modified.
+
+- :guilabel:`Multiple prices per product`: provides the option to set several different prices per
+  product.
+- :guilabel:`Advanced price rules (discounts, formulas)`: provides the option to create detailed
+  price rules and apply discounts, margins, and roundings.
+
+.. image:: pricing/pricelist-feature-setting.png
    :align: center
+   :alt: How the pricelist feature setting looks in Odoo Sales.
+
+After clicking the checkbox beside the :guilabel:`Pricelists` feature, select one of those two
+options, then click :guilabel:`Save` to save all changes.
+
+Pricelists
+==========
+
+After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
+reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the
+:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
+:menuselection:`Sales app --> Products --> Pricelists`.
+
+Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
+modified at any time.
+
+.. image:: pricing/pricelists-page.png
+   :align: center
+   :alt: How the pricelists page looks in Odoo Sales.
 
 .. note::
-   * *A single sale price per product:* doesn't let you adapt prices, it use default product
-     price ;
-   * *Different prices per customer segment:* you will set several prices per products ;
-   * *Advanced pricing based on formula:* will let you apply discounts, margins and roundings.
+   The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*.
 
-Several prices per product
-==========================
+From the :guilabel:`Pricelists` page, either select the desired pricelist to edit, or click
+:guilabel:`New` to create a new pricelist, which reveals a blank pricelist form that can be
+configured in a number of different ways.
 
-To apply several prices per product, select *Different prices per customer
-segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab
-in the product detail form. You can settle following strategies.
-
-Prices per customer segment
----------------------------
-
-Create pricelists for your customer segments: e.g. registered, premium, etc.
-
-.. image:: pricing/pricing_customer.png
+.. image:: pricing/pricelist-detail-form.png
    :align: center
+   :alt: How the pricelist detail form looks in Odoo Sales.
 
-The default pricelist applied to any new customer is *Public Pricelist*. To
-segment your customers, open the customer detail form and change the *Sale
-Pricelist* in the *Sales & Purchases* tab.
+When creating a new pricelist, start by adding a name for the pricelist at the top of the form, in
+the blank field. Next, select which :guilabel:`Currency` should be used.
 
-.. image:: pricing/customer_pricelist.png
+Then, if working in a multi-company environment, select which company this pricelist should apply to
+in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically
+applied to all companies in the database.
+
+Price rules tab
+---------------
+
+The :guilabel:`Price Rules` tab functionality on a pricelist form varies depending on the
+:guilabel:`Pricelists` setting chosen: either :guilabel:`Multiple prices per product` or
+:guilabel:`Advanced price rules (discounts, formulas)`.
+
+However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` tab are always the same,
+regardless of the chosen :guilabel:`Pricelists` setting.
+
+Price rules tab (multiple prices per product)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+With the :guilabel:`Multiple prices per product` setting activated, the :guilabel:`Price Rules` tab
+on pricelist forms provides the option to add specific products, with a specific price, to a
+pricelist.
+
+To add a specific product and price to a pricelist form, click the :guilabel:`Price Rules` tab, then
+click :guilabel:`Add a line` in the :guilabel:`Products` column. Then, select the desired product
+for which a specific price should be applied.
+
+Next, if necessary, select a product variant under the :guilabel:`Variants` column (e.g. a specific
+product size, color, etc.). If no variants are selected, then this price will apply to all variants
+of the product.
+
+If a minimum amount of the product must be purchased in order to apply the specific price, enter the
+amount under the :guilabel:`Min. Quantity` column.
+
+To configure the price of the product for this specific pricelist, enter the desired amount under
+the :guilabel:`Price` column. Then, there is the option to add a :guilabel:`Start Date` and
+:guilabel:`End Date` to the configured product price, if desired.
+
+To add another product line, click :guilabel:`Add a line` again, and repeat the process. There is no
+limit to how many products can be added in the :guilabel:`Price Rules` tab of a pricelist form.
+
+For more information, check out the following section: :ref:`Multiple prices per product
+<sales/multiple-prices-per-product>`.
+
+Price rules tab (advanced price rules)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+With the :guilabel:`Advanced price rules (discounts, formulas)` setting activated, the
+:guilabel:`Price Rules` tab on pricelist forms provides the option to configure detailed price rules
+based on formulas.
+
+Check out the :ref:`Advanced price rules (discounts, formulas) <sales/advanced-price-rules>` section
+for detailed steps on how to add advanced price rules to a pricelist.
+
+Time-based rules tab
+--------------------
+
+Time-based rules are used specifically with :doc:`subscription products
+</applications/sales/subscriptions/products>`. Be sure to check out the Odoo *Subscriptions*
+:doc:`documentation </applications/sales/subscriptions>`.
+
+Under the :guilabel:`Time-based rules` tab, the same functionality of the :guilabel:`Price Rules`
+tab is present, with the only difference being that a repeating time period can be applied in the
+:guilabel:`Period` column.
+
+After a :guilabel:`Product` and potential :guilabel:`Variant` are selected in the
+:guilabel:`Time-based rules` tab, select the blank field in the :guilabel:`Period` column to reveal
+a drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.).
+
+New recurrence periods can also be directly created from this column, by typing in the new name for
+the :guilabel:`Period` and then selecting :guilabel:`Create` to create the time period, which can be
+edited later. Or, select :guilabel:`Create and edit...` to reveal a pop-up form, in which the new
+recurrence period can be directly configured.
+
+.. image:: pricing/time-period-popup.png
    :align: center
+   :alt: Custom time period pop-up form in Odoo Sales.
 
-Temporary prices
-----------------
+From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, :guilabel:`Duration`, then
+a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). When finished, click :guilabel:`Save and Close`.
 
-Apply deals for bank holidays, etc. Enter start and end dates dates.
-
-.. image:: pricing/pricing_period.png
-   :align: center
-
-.. tip::
-    Make sure you have default prices set in the pricelist outside of the
-    deals period. Otherwise you might have issues once the period over.
-
-Prices per minimum quantity
----------------------------
-
-.. image:: pricing/pricing_quantity.png
-   :align: center
-
-.. note::
-    The prices order does not matter. The system is smart and applies
-    first prices that match the order date and/or the minimal quantities.
-
-Discounts, margins, roundings
-=============================
-
-*Advanced pricing based on formula* 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 (minimum 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).
-
-.. image:: pricing/pricing_formula.png
-   :align: center
-
-Each pricelist item can be associated to either all products, to a product internal category (set of
-products) or to a specific product. Like in second option, you can set dates and minimum quantities.
-
-.. image:: pricing/pricelist_apply.png
-   :align: center
-
-.. note::
-   * Once again the system is smart. If a rule is set for a particular item and another one for its
-     category, Odoo will take the rule of the item.
-   * Make sure at least one pricelist item covers all your products.
-
-There are 3 modes of computation: fix price, discount & formula.
-
-.. image:: pricing/price_computation.png
-   :align: center
-
-Here are different price settings made possible thanks to formulas.
-
-Discounts with roundings
-------------------------
-
-e.g. 20% discounts with prices rounded up to 9.99.
-
-.. image:: pricing/formula_discount.png
-   :align: center
-
-Costs with markups (retail)
----------------------------
-
-e.g. sale price = 2*cost (100% markup) with $5 of minimal margin.
-
-.. image:: pricing/formula_cost.png
-   :align: center
-
-Prices per country
-==================
-
-Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default
-pricelist, i.e. the first one in the list matching the country. In case no country is set for the
-customer, Odoo takes the first pricelist without any country group.
-
-The default pricelist can be replaced when creating a sales order.
-
-.. tip:: You can change the pricelists sequence by drag & drop in list view.
-
-Compute and show discount % to customers
-========================================
-
-In case of discount, you can show the public price and the computed discount % on printed sales
-orders and in your eCommerce catalog. To do so:
-
-* Check *Allow discounts on sales order lines* in :menuselection:`Sales --> Configuration -->
-  Settings --> Quotations & Sales --> Discounts`.
-* Apply the option in the pricelist setup form.
-
-.. image:: pricing/discount_options.png
-   :align: center
+Lastly, add the desired price for this time-based rule in the :guilabel:`Price` column.
 
 .. seealso::
+   :doc:`/applications/sales/subscriptions`
 
-    * :doc:`currencies`
-    * :doc:`/applications/websites/ecommerce/managing_products/price_management`
+Configuration tab
+-----------------
+
+Under the :guilabel:`Configuration` tab, there are a few options that can further customize the
+pricelist.
+
+.. image:: pricing/configuration-tab.png
+   :align: center
+   :alt: Configuration tab on pricelist detail form in Odoo Sales.
+
+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.
+
+.. note::
+   If no country is set for a customer, Odoo takes the first pricelist without any country group.
+
+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 will be applied to all websites in the
+database.
+
+Click 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 unchecked, customers
+**cannot** select this pricelist for themselves as they shop.
+
+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.
+
+Show discount percentage to customers
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+With Odoo *Sales*, the option to show the public price *and* the computed discount percentage on the
+product catalog is available.
+
+To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the
+:guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Discounts` feature, and then
+click :guilabel:`Save` to save all changes.
+
+After activating the :guilabel:`Discounts` feature, navigate to the pricelists page, either by
+clicking the :guilabel:`Pricelists` link from the :guilabel:`Settings` page, or by going to
+:menuselection:`Sales app --> Products --> Pricelists`.
+
+On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On the pricelist form,
+click into the :guilabel:`Configuration` tab. In the :guilabel:`Configuration` tab, at the bottom, a
+:guilabel:`Discounts` section is now available.
+
+.. image:: pricing/configuration-discount-options.png
+   :align: center
+   :alt: What the discount options are on the configuration tab of a pricelist in Odoo Sales.
+
+The options available in this section are:
+
+- :guilabel:`Discount included in the price`: shows the customer only the final price with the
+  discount already included.
+- :guilabel:`Show public price & discount to the customer`: shows the customer the public price
+  *and* the discount they're earning.
+
+Customer pricelist application
+==============================
+
+While the default pricelist applied to any customer is the :guilabel:`Public Pricelist`, Odoo
+provides the opportunity to directly apply a different pricelist to customers on their contact form.
+
+To do that, open the desired customer's contact form, either by navigating to :menuselection:`Sales
+app --> Orders --> Customers` and selecting the customer from the main :guilabel:`Customers` page,
+or by clicking on the customer's name on a sales order.
+
+.. image:: pricing/customer-detail-form.png
+   :align: center
+   :alt: Sample customer detail form in Odoo Sales.
+
+On the desired customer's contact form, under the :guilabel:`Sales & Purchase` tab, in the
+:guilabel:`Sales` section, designate what pricelist should be applied to this specific customer from
+the drop-down menu in the :guilabel:`Pricelist` field.
+
+.. image:: pricing/customer-form-pricelist-field.png
+   :align: center
+   :alt: The pricelist field in a customer detail form in Odoo Sales.
+
+.. _sales/multiple-prices-per-product:
+
+Multiple prices per product
+===========================
+
+To apply several prices per individual product, select the :guilabel:`Multiple prices per product`
+option, after enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page
+(:menuselection:`Sales app --> Configuration --> Settings`), and click :guilabel:`Save`.
+
+Next, apply pricelists to specific products using the product form. Navigate to the
+:menuselection:`Sales app --> Products --> Products` and select the product for which multiple
+prices should be applied. Selecting a product from the :guilabel:`Products` page reveals that
+specific product's product form on a separate page.
+
+On the product form, click the :guilabel:`Extra Prices` smart button, located at the top of the
+form.
+
+.. image:: pricing/extra-prices-smartbutton.png
+   :align: center
+   :alt: How the extra prices smart button appears in Odoo Sales.
+
+Doing so reveals a separate page displaying the :guilabel:`Price Rules` that are specific to that
+particular product. Here, price rules can be edited or created at any time.
+
+.. image:: pricing/price-rules-product-page.png
+   :align: center
+   :alt: How the extra price rules per product page appears in Odoo Sales.
+
+To create a new price rule for a product from this specific :guilabel:`Price Rules` page, click
+:guilabel:`New` to add a new, customizable row that has the desired product already populated in the
+:guilabel:`Applied On` column.
+
+Next, select which :guilabel:`Pricelist` this specific product price rule should apply to, via the
+drop-down menu in the :guilabel:`Pricelist` column.
+
+.. note::
+   The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*.
+
+.. tip::
+   To create a new pricelist from this page, type in the desired name of the new pricelist in the
+   :guilabel:`Pricelist` column, then select :guilabel:`Create` from the drop-down menu. All
+   pricelists can be modified at any time, by navigating to :menuselection:`Sales app --> Products
+   --> Pricelists`. Pricelists can also be created on that specific :guilabel:`Pricelists` page, as
+   well.
+
+After the desired pricelist is added to the row, designate a :guilabel:`Min. Quantity` for the price
+rule.
+
+.. example::
+   If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the :guilabel:`Price`
+   column will be applied to orders of 2 or more products. So, in theory, if a single product costs
+   $100, customers can be encouraged to buy more, if the :guilabel:`Price` is set at $85 per product
+   for a :guilabel:`Min. Quantity` of `2` products.
+
+Next, enter the desired amount in the :guilabel:`Price` column. Then, if needed, enter a
+:guilabel:`Start Date` and :guilabel:`End Date` for the product's price rule.
+
+And lastly, if working in a multi-company environment, select which company this price rule should
+be applied to in the :guilabel:`Company` field. Leaving this field blank means the price rule
+applies for all companies in the database.
+
+Click away from the row to activate Odoo's auto-save capability, meaning that newly-created price
+rule is now ready to be used.
+
+Proceed to add as many unique price rules per product as desired. There is no limit to how many
+price rules can be added per product.
+
+With the price rule(s) in place for a specific product, customers who fall into those corresponding
+pricelists automatically see those new prices applied. The number of price rules applied to a
+particular product are also displayed in the :guilabel:`Extra Prices` smart button, located on every
+product form.
+
+.. note::
+   When a price rule/pricelist is added to a product via the :guilabel:`Extra Prices` smart button,
+   it is also reflected on the pricelist itself. Similarly, when a price rule for a specific product
+   is added to a pricelist, it is also reflected on the product form via the :guilabel:`Extra
+   Prices` smart button.
+
+.. _sales/advanced-price-rules:
+
+Advanced price rules
+====================
+
+The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature provides the option to
+set price change rules based on discounts and formulas. These changes can be relative to the product
+list/catalog price, the product's cost, or another pricelist.
+
+To use advanced pricing rules, with discounts and formulas, select the :guilabel:`Advanced price
+rules (discounts, formulas)` option, after enabling the :guilabel:`Pricelists` feature on the
+*Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click
+:guilabel:`Save`.
+
+After activating and saving that :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
+reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the
+:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
+:menuselection:`Sales app --> Products --> Pricelists`.
+
+Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
+modified at any time.
+
+From the :guilabel:`Pricelists` page, select a desired pricelist to modify, or create a new
+pricelist by clicking the :guilabel:`New` button.
+
+On the pricelist form, under the :guilabel:`Price Rules` tab, click :guilabel:`Add a line` to add an
+advanced price rule. Doing so reveals a :guilabel:`Create Pricelist Rules` pop-up form, in which the
+advanced rule is configured.
+
+.. image:: pricing/create-pricelist-rules-popup.png
+   :align: center
+   :alt: How the Create Pricelist Rules pop-up form looks in Odoo Sales.
+
+Price computation
+-----------------
+
+On this form, first choose one of the three :guilabel:`Computation` options:
+
+- :guilabel:`Fixed Price`: the price computation is based on a fixed price.
+- :guilabel:`Discount`: the price computation is based on a discount.
+- :guilabel:`Formula`: the price computation is based on a formula.
+
+.. note::
+   Each :guilabel:`Computation` option reveals its own computation-specific fields on the form.
+
+If :guilabel:`Fixed Price` is selected, enter the desired price in the :guilabel:`Fixed Price` field
+below. If :guilabel:`Discount` is selected, enter the desired discount percentage in the
+:guilabel:`Discount` field that appears.
+
+If :guilabel:`Formula` is selected, a number of configurable options appear.
+
+.. image:: pricing/formula-computation-options.png
+   :align: center
+   :alt: The various formula computation options present in Odoo Sales.
+
+To configure the :guilabel:`Formula` computation option, start by selecting an option from the
+:guilabel:`Based on` field: :guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other
+Pricelist`. This determines what the advanced price rule formula will be based on.
+
+Next, in the :guilabel:`Discount` field, determine how much of a discount should be applied. It
+should be noted that a mark-up can be applied by setting a negative discount in this field.
+
+.. 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.
+
+   .. image:: pricing/formula-markup-cost-example.png
+      :align: center
+      :alt: How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales.
+
+Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or subtract) to the amount
+calculated with the discount. After that, enter a desired figure in the :guilabel:`Rounding Method`
+field. The rounding method sets the price so that it is a multiple of the value in the field.
+
+.. note::
+   Rounding is applied *after* the discount and *before* the surcharge.
+
+.. tip::
+   To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the
+   :guilabel:`Extra Fee` to `-0.01`.
+
+Lastly, specify the minimum amount of margin over the base price in the :guilabel:`Margins` field.
+
+Once all formula-related configurations are complete, Odoo provides an example of the formula in a
+blue block to the right of the configurations.
+
+.. example::
+   To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to
+   :guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field
+   to `-0.01`, and the :guilabel:`Rounding Method` field to `10`.
+
+   .. image:: pricing/formula-discount-example.png
+      :align: center
+      :alt: Example of a 20% discount with prices rounded to 9.99 in Odoo Sales.
+
+Conditions
+----------
+
+At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the :guilabel:`Conditions`
+section.
+
+Here, start by selecting one of the options in the :guilabel:`Apply On` field:
+
+- :guilabel:`All Products`: the advanced pricelist rule will be applied to all products.
+- :guilabel:`Product Category`: the advanced pricelist rule will be applied to a specific category
+  of products.
+- :guilabel:`Product`: the advanced pricelist rule will be applied to a specific product.
+- :guilabel:`Product Variant`: the advanced pricelist rule will be applied to a specific product
+  variant.
+
+If any of those options, apart from :guilabel:`All Products`, are selected, a new option-specific
+field appears, in which the specific :guilabel:`Product Category`, :guilabel:`Product`, or
+:guilabel:`Product Variant` must be chosen.
+
+Then, select a minimum quantity to be applied to the advanced pricelist rule in the :guilabel:`Min.
+Quantity` field. Lastly, select a range of dates for the pricelist item validation in the
+:guilabel:`Validity` field.
+
+Once all configurations are complete, either click :guilabel:`Save & Close` to save the advanced
+pricelist rule, or click :guilabel:`Save & New` to immediately create another advanced pricelist
+rule on a fresh form.
+
+.. note::
+   If a price rule is set for a particular product, and another one for its product category, Odoo
+   takes the rule of the product itself.
+
+.. seealso::
+   - :doc:`/applications/sales/sales/products_prices/prices/currencies`
+   - :doc:`/applications/websites/ecommerce/managing_products/price_management`