135 lines
4.7 KiB
ReStructuredText
135 lines
4.7 KiB
ReStructuredText
==============================================================
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How to adapt your prices to your customers and apply discounts
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==============================================================
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Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business.
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A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price.
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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.
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As pricelists only suggest prices, they can be overridden by users completing sales orders.
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Choose your pricing strategy from :menuselection:`Sales --> Settings`.
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.. image:: ./media/pricing_options.png
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:align: center
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Several prices per product
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==========================
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To apply several prices per product, select *Different prices per customer
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segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab
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in the product detail form. You can settle following strategies.
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Prices per customer segment
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---------------------------
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Create pricelists for your customer segments: e.g. registered, premium, etc.
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.. image:: ./media/pricing_customer.png
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:align: center
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The default pricelist applied to any new customer is *Public Pricelist*. To
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segment your customers, open the customer detail form and change the *Sale
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Pricelist* in the *Sales & Purchases* tab.
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.. image:: ./media/customer_pricelist.png
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:align: center
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Temporary prices
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----------------
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Apply deals for bank holidays, etc. Enter start and end dates dates.
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.. image:: ./media/pricing_period.png
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:align: center
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.. tip::
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Make sure you have default prices set in the pricelist outside of the
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deals period. Otherwise you might have issues once the period over.
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Prices per minimum quantity
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---------------------------
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.. image:: ./media/pricing_quantity.png
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:align: center
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.. note::
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The prices order does not matter. The system is smart and applies
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first prices that match the order date and/or the minimal quantities.
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Discounts, margins, roundings
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=============================
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The third option allows to set price change rules.
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Changes can be relative to the product list/catalog price, the product cost price,
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or to another pricelist. Changes are calculated via discounts or surcharges and can be
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forced to fit within floor (minumum margin) and ceilings (maximum margins).
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Prices can be rounded to the nearest cent/dollar or multiple of either
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(nearest 5 cents, nearest 10 dollars).
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Once installed go to
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:menuselection:`Sales --> Configuration --> Pricelists`
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(or :menuselection:`Website Admin --> Catalog --> Pricelists` if you
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use e-Commerce).
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.. image:: ./media/pricing_formula.png
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:align: center
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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.
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.. image:: ./media/pricelist_apply.png
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:align: center
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.. note::
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* 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.
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* Make sure at least one pricelist item covers all your products.
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There are 3 modes of computation: fix price, discount & formula.
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.. image:: ./media/price_computation.png
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:align: center
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Here are different price settings made possible thanks to formulas.
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Discounts with roundings
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------------------------
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e.g. 20% discounts with prices rounded up to 9.99.
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.. image:: ./media/formula_discount.png
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:align: center
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Costs with markups (retail)
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---------------------------
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e.g. sale price = 2*cost (100% markup) with $5 of minimal margin.
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.. image:: ./media/formula_cost.png
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:align: center
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Prices per country
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==================
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Pricelists can be set by countries group.
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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.
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The default pricelist can be replaced when creating a sales order.
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.. tip:: You can change the pricelists sequence by drag & drop in list view.
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Compute and show discount % to customers
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========================================
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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:
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* Check *Allow discounts on sales order lines* in :menuselection:`Sales --> Configuration --> Settings --> Quotations & Sales --> Discounts`.
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* Apply the option in the pricelist setup form.
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.. image:: ./media/discount_options.png
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:align: center
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.. seealso::
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* :doc:`currencies`
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* :doc:`../../../ecommerce/maximizing_revenue/pricing`
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