diff --git a/sales/products_prices.rst b/sales/products_prices.rst index 773f5d92b..ba25a8d24 100644 --- a/sales/products_prices.rst +++ b/sales/products_prices.rst @@ -5,4 +5,6 @@ Products & Prices .. toctree:: :titlesonly: - products_prices/prices \ No newline at end of file + products_prices/products + products_prices/taxes + products_prices/prices diff --git a/sales/products_prices/prices.rst b/sales/products_prices/prices.rst index c292501a4..969d399e4 100644 --- a/sales/products_prices/prices.rst +++ b/sales/products_prices/prices.rst @@ -1,8 +1,9 @@ ================= -Prices Management +Manage your pricing ================= .. toctree:: :titlesonly: - prices/B2B_B2C \ No newline at end of file + prices/pricing + prices/currencies diff --git a/sales/products_prices/prices/media/currency_rate.png b/sales/products_prices/prices/media/currency_rate.png new file mode 100644 index 000000000..e8cc32bf8 Binary files /dev/null and b/sales/products_prices/prices/media/currency_rate.png differ diff --git a/sales/products_prices/prices/media/customer_pricelist.png b/sales/products_prices/prices/media/customer_pricelist.png new file mode 100644 index 000000000..621085ee0 Binary files /dev/null and b/sales/products_prices/prices/media/customer_pricelist.png differ diff --git a/sales/products_prices/prices/media/discount_options.png b/sales/products_prices/prices/media/discount_options.png new file mode 100644 index 000000000..d5bcdbf95 Binary files /dev/null and b/sales/products_prices/prices/media/discount_options.png differ diff --git a/sales/products_prices/prices/media/formula_cost.png b/sales/products_prices/prices/media/formula_cost.png new file mode 100644 index 000000000..a95beccaa Binary files /dev/null and b/sales/products_prices/prices/media/formula_cost.png differ diff --git a/sales/products_prices/prices/media/formula_discount.png b/sales/products_prices/prices/media/formula_discount.png new file mode 100644 index 000000000..8477f1d1e Binary files /dev/null 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a/sales/products_prices/prices/media/pricing_period.png b/sales/products_prices/prices/media/pricing_period.png new file mode 100644 index 000000000..7770baa9f Binary files /dev/null and b/sales/products_prices/prices/media/pricing_period.png differ diff --git a/sales/products_prices/prices/media/pricing_quantity.png b/sales/products_prices/prices/media/pricing_quantity.png new file mode 100644 index 000000000..1364b804b Binary files /dev/null and b/sales/products_prices/prices/media/pricing_quantity.png differ diff --git a/sales/products_prices/prices/media/public_price.png b/sales/products_prices/prices/media/public_price.png new file mode 100644 index 000000000..d4ff4f068 Binary files /dev/null and b/sales/products_prices/prices/media/public_price.png differ diff --git a/sales/products_prices/prices/pricing.rst b/sales/products_prices/prices/pricing.rst new file mode 100644 index 000000000..5972f866c --- /dev/null +++ b/sales/products_prices/prices/pricing.rst @@ -0,0 +1,126 @@ +============================================================== +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. + +Choose your pricing strategy in click on :menuselection:`Sales --> Settings`. + +.. image:: ./media/pricing_options.png + :align: center + +Several prices per product +========================== + +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:: ./media/pricing_customer.png + :align: center + +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. + +.. image:: ./media/customer_pricelist.png + :align: center + +Temporary prices +---------------- + +Apply deals for bank holidays, etc. Enter start and end dates dates. + +.. image:: ./media/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:: ./media/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 +============================= + +The third option allows to apply discounts % or amounts, margins and +rounding based on formulas. Once installed go to +:menuselection:`Sales --> Configuration --> Pricelists +(or :menuselection:`Website Admin --> Catalog --> Pricelists` if you +use e-Commerce). + +.. image:: ./media/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:: ./media/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:: ./media/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:: ./media/formula_discount.png + :align: center + +Costs with markups (retail) +--------------------------- + +e.g. sale price = 2*cost (100% markup) with $5 of minimal margin. + +.. image:: ./media/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:: ./media/discount_options.png + :align: center + +.. seealso:: + + * :doc:`currencies` + * :doc:`../../../ecommerce/maximizing_revenue/pricing` diff --git a/sales/products_prices/products.rst b/sales/products_prices/products.rst index 94cbd24fa..7881bce0b 100644 --- a/sales/products_prices/products.rst +++ b/sales/products_prices/products.rst @@ -1,7 +1,9 @@ =================== -Products Management +Manage your products =================== .. toctree:: :titlesonly: + products/import + diff --git a/sales/products_prices/products/media/import_templates.zip b/sales/products_prices/products/media/import_templates.zip new file mode 100644 index 000000000..493d343e9 Binary files /dev/null and b/sales/products_prices/products/media/import_templates.zip differ