137 lines
5.1 KiB
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137 lines
5.1 KiB
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==============================================================
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How to adapt your prices to your customers and apply discounts
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==============================================================
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Overview
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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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Simple pricelists (lists of prices) are defined per customer segment.
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Complex pricelists (price rules) use advanced calculations to work out the pricing. These rules allow for price changes based on any combination of Customer attributes (Country, size, Industry, relationship - reseller, distributor, etc); channel (Point of Sale, Website, Order via Rep, etc); quantity (meet a minumum order quantity and get a price break); and time period (temporary promotions or pricelists created in advance of being used). 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 (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars).
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As pricelists only suggest prices, they can be overridden by users completing Sales Order.
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Choose your pricing strategy in click on :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 apply discounts % or amounts, margins and
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rounding based on formulas. 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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