Pricelists

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Introduction

In today’s competitive business environment, dynamic pricing strategies are essential for maximizing profit margins and offering personalized customer experiences. Odoo Sales provides a robust Pricelist feature that enables businesses to manage and apply complex pricing strategies efficiently. This article explores the configuration, creation, and application of pricelists within the Odoo Sales app.

What is a Pricelist?

A pricelist in Odoo is a set of pricing rules used to adjust product prices dynamically. These rules can be applied based on:

Specific customers or customer groups
Sales orders
Time periods
Product quantities
Geographic locations

This feature is designed to accommodate various pricing strategies such as discounts, markups, regional pricing, subscription pricing, and promotional offers.

Enabling the Pricelist Feature

To begin using pricelists in Odoo Sales:

Go to the Sales
Navigate to Configuration > Settings.
In the Pricing section, enable the Pricelists
Click Save.

Once activated, you can manage pricelists via Sales > Products > Pricelists, or by clicking the Pricelists link on the Settings page.

Note: If no pricelist is selected on a sales quotation, Odoo will apply the default pricelist.

Creating and Editing Pricelists

To create a new pricelist:

Click New on the Pricelists page.

2. Enter the Name, choose a Currency, and specify the Company (if applicable).

3. Optionally, define Country Groups where this pricelist will be applicable.

Configuring Price Rules

The Price Rules tab allows businesses to define how pricing is determined. Each rule can apply to:

Specific products
Product categories
All products
Product variants

Types of Pricing Methods:

Discount: Apply a percentage discount. (Negative values increase the price as a markup.)
- Visible to customers on quotations.
Formula: More advanced pricing rule including:
- Discount (can be negative for markup)
- Round off to: Set price rounding (e.g., nearest 10)
- Extra Fee: Add or subtract a fixed amount after rounding
- Not visible to customers on quotations.
Fixed Price: A fixed price overrides the product’s sales price.

Additional Options:

Min Qty: Set the minimum quantity for the rule to apply.
Validity Period: Define start and end dates for rule activation.

Example 1: To apply a 100% markup with a $5 minimum margin:

Set Based on to Sales Price, Discount to -100.

Example 2: For a 20% discount, rounded to end in $9.99:

Set Discount to 20, Extra Fee to -0.01, Rounding Method to 10.

Recurring Prices

For subscription-based products, pricelists can be configured under the Recurring Prices tab:

Set specific prices based on Product Variants and Recurring Plans (e.g., Monthly, Quarterly).
New recurring plans can be created directly from the form.

Rental Rules

In the Rental Rules tab, pricing can be configured for rental products:

Define pricing based on Period (e.g., Daily, Hourly).
Assign specific Products and Variants.

E-commerce Integration

Under the E-commerce tab, you can:

Make the pricelist visible on your website by setting the Selectable
Apply E-commerce Promotional Codes that customers can enter during checkout.
Assign the pricelist to specific websites if you manage multiple.

Customer-Specific Pricelists

You can assign a pricelist directly to a customer:

Navigate to Sales > Orders > Customers.
Open a customer’s contact form.
Under Sales & Purchase > Sales, choose a pricelist from the Pricelist

Note: Every customer has a default pricelist applied by Odoo. However, on a sales quotation, the pricelist can be removed or changed without affecting the ability to confirm the order.

Setting Conditions on Price Rules

When configuring a price rule, you can apply conditions under the Conditions section:

Apply On: Choose between All Products, Product Category, Product, or Product Variant.
Quantity: Minimum number of units for the rule to activate.
Validity Period: Timeframe during which the rule is active.

Once done, choose Save & Close or Save & New to add more rules.

Conclusion

Odoo’s Pricelist feature is a versatile and powerful tool for businesses looking to implement flexible, targeted pricing strategies. Whether you’re offering regional pricing, promotional discounts, subscription billing, or special rental rates, pricelists can help streamline your sales process and boost profitability.

Pricelists

Introduction

What is a Pricelist?