Best Ways to Create & Manage Sales Price List in Odoo 12

22 September, 2021 by
Best Ways to Create & Manage Sales Price List in Odoo 12
Administrator

What Is a Price List?

  • Pricelist is a Very important Feature in odoo. In a price list, we can manage multiple prices of products. Also, we can define a price list based on products, Specific Periods, Stock, Summer Discount, Special Customers Discount etc.

Let’s See Sale Price List and How its Work in Product Price in Sales

  • First We need to enable Price List in the Sales Module

  • Sales => Configuration => Settings => Pricing => Select Multiple Sales Prices per product

  • After Selecting This Option it Will show two more options for how you can set a price list
            

  1. Multiple prices per product

  • This Option allows creating a price list based on customer, segment, currencies.

  1.  Prices computed from formulas(discounts, margins, roundings)


  • This Option Allows to Create a Price List Based on Discount and Margin of a Product 

Add a caption to enhance the meaning of this image.

Multiple Price Per Product

  • After Save, This option you can see this  pricelist menu here or this Link ->Price lists 

  • Sales -> Products -> Price Lists

Add a caption to enhance the meaning of this image.

  • Create a Pricelist for gold customers

Add a caption to enhance the meaning of this image.

  • Also, you need to specify the country and discount policy for this Price List.

  • Select a price list for your Gold Customer for a discount.

  • Go to Sale  -> Orders -> Customers

Add a caption to enhance the meaning of this image.

  • For adding Pricelist for the specific product

  • Go to Sales -> Products -> Product -> Select Product.

Add a caption to enhance the meaning of this image.

  • In this product, the form goes to the Sale page and select  Add a line in a pricing section to add your price list to manage multiple prices for this product.

  • here Pricelist fill details like

    • Price List:- Select your Pricelist to manage prices for this product

    • Price:- Enter the discounted price for this product.  

    • Min Quantity:- Select the minimum quantity for this product for giving a discount for this product.

    • Start Date:- Select start date for this discount price Ex: - Week, Month etc.

    • End Date:- Select end date For ending this discount price for this product.


Create Sale Quotation For Gold Customer

  • After adding Pricelist for a Customer,  create a Quotation.

  • Go to Sales -> Orders -> Quotation

  • Create New Quotation


Add a caption to enhance the meaning of this image.

  • In this product, the form goes to the Sale page and select  Add a line in a pricing section to add your price list to manage multiple prices for this product.

  • here Pricelist fill details like

    • Price List:- Select your Pricelist to manage prices for this product

    • Price:- Enter the discounted price for this product.  

    • Min Quantity:- Select the minimum quantity for this product for giving a discount for this product.

    • Start Date:- Select start date for this discount price Ex: - Week, Month etc.

    • End Date:- Select end date For ending this discount price for this product.


Create Sale Quotation For Gold Customer

  • After adding Pricelist for a Customer,  create a Quotation.

  • Go to Sales -> Orders -> Quotation

  • Create New Quotation

Add a caption to enhance the meaning of this image.

  • In this quotation form  add customer and product for Gold Customer Price List

  • In the above image, you can see that the gold Customer price list could not apply because of a set of rules for this product we set the minimum quantity as 2 and in this order line product quantity is 1 that why it is not applicable.

Add a caption to enhance the meaning of this image.

  • So we can see that the product price is $ 22,500 as per the Gold Customer Price List. So it can manage multiple prices of a product based on customer, country and currency.

  • Let see how to manage multiple prices in a second way-  Prices computed from formulas => discounts, => margins, => roundings

Prices computed from formulas(=>discounts,=> margins, => roundings)

  • In another way to manage product price using price list Let See How it work

  • Go to Sales => Configuration => Settings => Pricing => Multiple Sales Prices per product => select second  option => Prices computed from formulas

  • After selecting, Prices computed from the formulas option create a price list for managing multiple prices for a product.

  • Go to Sales => Products => Price List => Create New Price List

  • In the Pricelist item, click on Add a line, open one wizard and fill in all necessary details.

  • The various types of computation price like [Fix Price, Percentage, Formula]. let us see all of us one by one.

    1. Fix price with all products and set minimum Quantity.

Add a caption to enhance the meaning of this image.

2.Percentage (Category Wise Product)

Add a caption to enhance the meaning of this image.

3.Price Computation using Formula

Add a caption to enhance the meaning of this image.
  • For creating a Price List Item fill up some necessary details like

    • Apply On

    • Global:- If you want to apply to all products then select this field.

    • Product Category:- If you want to apply to a specific category of products then select this field.

    • Product:-  If you want to apply to a specific product then select this field.

    • Product Variant:- If you want to apply to specific variants then select this field.

    • Min. Quantity:- If you want to select the specific quantity of a product.

    • Start Date:- If you want to specify a start date for a discount period.

    • End Date:- If you want to specify an end date for a discount period.

  • Price Computation 
    Fix Price:- If you want to compute the price based on fixed price then select it.

    Percentage:- If you want to compute price based on percentage then select it.

    Formula:- If you want to compute the price based on the formula then select it.

  • If you select a formula then it will show some fields on that base it will compute the price of a product.

    • Price Computation:-

    • Based on:- on which pricelist you apply for this formula

    • Price discount:- Enter the percentage of discount for the product price

    • Rounding method:- This option is set to the nearest cent/dollar or multiple of either price.

    • Min margin:- option to set minimum profit per product

    • Max margin:- option to set maximum profit per product.

    • After creating a price list item, set this pricelist.

    • Create new Quotation from Sale -> Orders -> Quotation -> Create New Quotation.

    • Select customer and General Price List and add products.

Add a caption to enhance the meaning of this image.
  • The conference chair unit price is $ 16.50, but after adding the product to the quotation reflect its price based on the pricelist formula

Add a caption to enhance the meaning of this image.
  • So that we can manage multiple prices for a product in sale.