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To use a pricelist in Odoo, you can follow these steps:
- Go to the Sales module in Odoo and click on the "Configuration" menu option.
- In the Configuration menu, select "Pricelists."
- Click on the "Create" button to create a new pricelist.
- Give your pricelist a name and select the currency that you want to use for pricing.
- Under "Pricelist Type," choose whether you want to set the pricelist based on "Products," "Product Categories," or "Variants."
- Under "Apply On," select the field you want to base the pricelist on, such as "Sale Price," "Cost," or "Public Price."
- Set the pricing rules for the pricelist. For example, you can set a percentage increase or decrease from the base price, or you can set specific prices for individual products or categories.
- Save your changes.
Once you have set up your pricelist, you can assign it to customers or customer groups in the Sales module. To assign a pricelist to a customer or customer group, follow these steps:
- Go to the Sales module and click on the "Customers" menu option.
- Select the customer or customer group you want to assign the pricelist to.
- Under the "Sales & Purchases" tab, select the pricelist you want to assign to the customer or customer group from the "Pricelist" drop-down menu.
- Save your changes.
Now, when you create a sales order or a quotation for the customer or customer group, the pricelist you assigned will be used to determine the pricing.
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Asked: 2/27/23, 5:04 AM |
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Last updated: 2/27/23, 5:11 AM |