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

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 

Multiple Price Per Product

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

Create a Pricelist for goldcustomers

• 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

• For adding Pricelist for the specific product
• Go to Sales -> Products -> Product -> Select Product.

• 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 productPrice:- 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 -> QuotationCreate New Quotation

• 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

• 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.

• 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)

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

2.Percentage (Category Wise Product)

3.Price Computation using Formula

• 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.

• The conference chair unit price is $ 16.50, but after adding the product to the quotation reflect its price based on the pricelist formula

• So that we can manage multiple prices for a product in sale.

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