diff --git a/content/applications/sales/sales/products_prices/prices/pricing.rst b/content/applications/sales/sales/products_prices/prices/pricing.rst index 5371924b4..e2293e6b0 100644 --- a/content/applications/sales/sales/products_prices/prices/pricing.rst +++ b/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 +`. + +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) ` 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 +`. Be sure to check out the Odoo *Subscriptions* +:doc:`documentation `. + +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. 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