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2 | 2 | How to adapt your prices to your customers and apply discounts
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3 | 3 | ==============================================================
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4 | 4 |
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5 |
| -Have the pricing strategy tailored to your business, with specific prices |
6 |
| -and discounts per quantity, period, currency or customer segment. Odoo has an |
7 |
| -integrated tool to set and compute sales prices, the so-called Pricelists. |
| 5 | +Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. |
| 6 | +A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. |
| 7 | +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. |
| 8 | +As pricelists only suggest prices, they can be overridden by users completing sales orders. |
| 9 | +Choose your pricing strategy from :menuselection:`Sales --> Settings`. |
8 | 10 |
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9 |
| -Choose your pricing strategy in click on :menuselection:`Sales --> Settings`. |
10 | 11 |
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11 | 12 | .. image:: ./media/pricing_options.png
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12 | 13 | :align: center
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@@ -58,9 +59,15 @@ Prices per minimum quantity
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58 | 59 | Discounts, margins, roundings
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59 | 60 | =============================
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60 | 61 |
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61 |
| -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 |
| 62 | +The third option allows to set price change rules. |
| 63 | +Changes can be relative to the product list/catalog price, the product cost price, |
| 64 | +or to another pricelist. Changes are calculated via discounts or surcharges and can be |
| 65 | +forced to fit within floor (minumum margin) and ceilings (maximum margins). |
| 66 | +Prices can be rounded to the nearest cent/dollar or multiple of either |
| 67 | +(nearest 5 cents, nearest 10 dollars). |
| 68 | + |
| 69 | +Once installed go to |
| 70 | +:menuselection:`Sales --> Configuration --> Pricelists` |
64 | 71 | (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you
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65 | 72 | use e-Commerce).
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66 | 73 |
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