diff --git a/content/applications/sales/sales/products_prices/prices/pricing.rst b/content/applications/sales/sales/products_prices/prices/pricing.rst index cc7cc2a78..a65122c8d 100644 --- a/content/applications/sales/sales/products_prices/prices/pricing.rst +++ b/content/applications/sales/sales/products_prices/prices/pricing.rst @@ -61,6 +61,14 @@ modified at any time. The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*. This pricelist is applied by default, if there are no matching criteria. +.. note:: + In Odoo 17 (and above), it is no longer required to have a pricelist entered in the + :guilabel:`Pricelist` field on a quotation form in order to confirm it (i.e. turn it into a sales + order). + + It should also be noted that, in Odoo 17 (and above), a chatter section can be found on pricelist + forms, which enhances the ability to communicate about them. + 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. @@ -76,7 +84,7 @@ Then, if working in a multi-company environment, select which company this price 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 +Price Rules tab --------------- The :guilabel:`Price Rules` tab functionality on a pricelist form varies depending on the @@ -86,8 +94,8 @@ The :guilabel:`Price Rules` tab functionality on a pricelist form varies dependi 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) -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +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 @@ -114,8 +122,8 @@ limit to how many products can be added in the :guilabel:`Price Rules` tab of a For more information, check out the following section: :ref:`Multiple prices per product `. -Price rules tab (advanced price rules) -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +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 @@ -124,37 +132,52 @@ 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 +Recurring Prices tab -------------------- -Time-based rules are used specifically with :doc:`subscription products -`. Be sure to check out the Odoo *Subscriptions* -:doc:`documentation `. +Recurring prices are specifically used with :doc:`subscription products +<../../../subscriptions/products>`. -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. +Under the :guilabel:`Recurring Prices` tab, the same functionality of the :guilabel:`Price Rules` +tab is present. The only difference being that a recurring time period can be applied in the +:guilabel:`Recurring Plan` 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.). +Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, click :guilabel:`Add a +price rule`, and select the blank field in the :guilabel:`Recurring Plan` 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. +New recurrence periods can also be created from this column. To do so, type in the name for the new +:guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to +create the time period, which can be edited later. + +Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. +From this pop-up form, the new recurrence period can be configured, with specific +:guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the +configurations are complete, click the :guilabel:`Save & Close` button. .. image:: pricing/time-period-popup.png :align: center :alt: Custom time period pop-up form in Odoo Sales. -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`. - -Lastly, add the desired price for this time-based rule in the :guilabel:`Price` column. +Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price` +column. .. seealso:: - :doc:`/applications/sales/subscriptions` + :doc:`../../../subscriptions` + +Rental rules tab +---------------- + +Under the :guilabel:`Rental rules` tab, specific price rules can be configured for various rental +products, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` +tabs. + +To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the +:guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary. + +Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.). + +Lastly, configure a :guilabel:`Price` for the rental rule in the respective column. Configuration tab ----------------- @@ -175,45 +198,24 @@ can be added in this field. 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. +multi-website environment. If left blank, the pricelist is 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. +Tick 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 unticked, customers +**cannot** select this pricelist for themselves. 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 -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount Policy` field with two +options to choose from: :guilabel:`Discount included in the price` or :guilabel:`Show public price & +discount to the customer`. -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. +If :guilabel:`Discount included in the price` is selected, the price shown to the customer already +accounts for the discount being applied. However, if :guilabel:`Show public price & discount to the +customer` is selected, the customer sees the actual public price *and* how much they are saving with +this pricelist discount. Customer pricelist application ============================== @@ -237,6 +239,16 @@ the drop-down menu in the :guilabel:`Pricelist` field. :align: center :alt: The pricelist field in a customer detail form in Odoo Sales. +.. note:: + When a customer is added to the database, the default pricelist is automatically applied to them. + There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is + left blank, the default pricelist appears when that contact form is opened again. + + However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated + (based on the information from their contact form), that predetermined pricelist can be removed + from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned + into a sales order. + .. _sales/multiple-prices-per-product: Multiple prices per product diff --git a/content/applications/sales/sales/products_prices/prices/pricing/configuration-discount-options.png b/content/applications/sales/sales/products_prices/prices/pricing/configuration-discount-options.png deleted file mode 100644 index 384acb888..000000000 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/configuration-discount-options.png and /dev/null differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing/configuration-tab.png b/content/applications/sales/sales/products_prices/prices/pricing/configuration-tab.png index c021fd023..dbaee53cd 100644 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/configuration-tab.png and b/content/applications/sales/sales/products_prices/prices/pricing/configuration-tab.png differ diff --git a/content/applications/sales/sales/products_prices/prices/pricing/time-period-popup.png b/content/applications/sales/sales/products_prices/prices/pricing/time-period-popup.png index 5ec9c0cd5..ca4638716 100644 Binary files a/content/applications/sales/sales/products_prices/prices/pricing/time-period-popup.png and b/content/applications/sales/sales/products_prices/prices/pricing/time-period-popup.png differ