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PROMOTION PROGRAMS USING SALES PRICE LIST IN ODOO

PROMOTIONS-USING-SALES-PRICE-LIST-IN-ODOO
Author

IjasJuly 16, 2019

Promotion programs in Odoo

Odoo has a powerful price list feature to support a pricing strategy tailored to your business with Promotion programs in Odoo. A price list is a list of prices or price rules that Odoo searches to determine the suggested price. Thus, you can set several criteria to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc. As price lists only suggest prices, they can be overridden by users completing sales orders. As a result, by using Odoo price list, one can easily manage the pricing of products depending on the company needs. That is to say, promotion programs in Odoo is a new marketing tool which can help a business more.. Now let's have a look into Promotion programs in Odoo.

TYPES OF SALES PRICE LIST IN ODOO

  • Multiple sales prices per product :

This option allows the user to create price lists for your customer segments or used to set different price lists with different currencies.

  • Prices computed from formulas :

This option allows the user to set price change rules. Changes can be relative to the public price, product cost price, or to another price list. Calculation of changes is made upon the surcharges and discounts making it fit the minimum and maximum margin set by the user. Further, Odoo enables the rounding of prices to the nearest cent or dollar or even the multiple of both.
Therefore, this blog describes how to manage sales price list in Odoo.

Go to the settings of Sales, tick the checkbox Multiple Sales Prices per product and save changes.
Sales ->Configuration -> Settings -> Pricing -> Multiple Sales Prices per product

1 promotion using sales price list

After enabling this option then go to Catalogue of Sales and select Price lists, there you can see the available list of price lists in Odoo,

Sales ->Catalogue -> Price lists

View of available list of pricelists in Odoo

Here the user can create new price list by clicking the button create. Then a page like this will open.

user can create new price list

Here we can see a section discount policy ,were we gets two options

  • Discount included in the price:

when the user select this option ,It does not show the public price and discounts to the customer.

  • Show public price and discount to the customer :

It shows public price and discounts to the customer.
Currency:

One can set different currency price lists

different currency price lists

Country Groups:

Here the user can select the country groups. Thus, user can select either from the existing country group or the user can create a new country group and select it.

user can select the country groups

Moreover, to understand the working of whole these things let’s create a price list for India

Catalogue -> Price lists -> click “Create” button.

create a pricelist for India

After creating a price list, next create a customer from the country we mentioned above.

Sales -> Customers -> Create

create a customer from the country

Without selecting the price list manually save it. Later select the sales & purchases tab of that customer we created, we can see the price list is updated automatically.

price list is updated automatically

Prices per Customer Segment and Currencies :

Odoo Price list can also be used to manage the prices in Foreign Currencies.

Install Accounting/invoicing module

Invoicing -> Settings -> Currencies -> Activate Multi-Currencies

Install Accounting module for activating Multi-Currencies

To activate new currency, select Activate other currencies, select it in the list and activate the currency you want. You can see the currencies drop-down lists.

Then set a product’s sales price list at public price in your company’s main currency.

set a product’s sales price list

Here the product “dominar” has two price lists

two price lists

The price lists are “India(INR)” and “America(USD)” and both having minimum quantity one and set price as Rs 15 and $10 respectively. Let’s sell this product with these price list so we can analyse its working.

Sales -> Orders ->click “ create” button

then set price list as “India(INR)” and add a product dominar then confirm.

Setting price list as India(INR)

then set price list as “America(USD)”

set price list as America(USD)

Then we can see the difference.

Prices computed from Formulas:

As a result, now, go for enabling the second option Prices computed from formulas (discounts, margins, roundings) from Settings of Sales tick the option and save changes.

Sales -> Configuration -> Settings -> Pricing -> Multiple Sales Prices per product

Select Prices computed from formulas (discounts, margins, rounding).

prices-computed-from-formulas for Promotions in Odoo

Then create a price list:

 create a price list for Promotions in Odoo

on clicking all products ,then you will get a screen like this,

clicking all products for creating Promotions in Odoo

Apply on:

One can apply rule by following options.

Global– To apply price list on all products.
Category of product – To apply price list on selected product category(eg. sealable, fruits, electronics)
Product– To apply price list on a specific product.
Product variants–  To apply price list on specific product variants.
Minimum Quantity– Minimum quantity that required to apply Price list rule.
Start Date– Starting date for applying price list.
End Date– Ending date for applying price list.

Price computation:

Used for calculating the price in different methods.

Fix price– To apply a fixed price for a product or group of products.
Percentage (discount)– To define a percentage discount on the sales price of products/product variants/product category.
Formula– Price of the product will calculated by using formula.
Public price: Formula will be calculated on Sales price of the product.
Cost: Formula will be calculated on cost.
Other price list: Formula will be calculated on other price list.
Price Discount– Field to enter percentage discounts to the price.
Min.margin– Option to ensure the minimum profit per product.
Max.margin– Option to set the maximum profit per product
Surcharge– It’s a fixed supplement to the price. An additional charge or discount charge used to calculate the new price. This amount ijust added (subtracted if negative) to the amount calculated with the field of price discount.
Rounding method– Prices can rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars)

let us check its working

E-Commerce Price list in Odoo:

Firstly, install the E-commerce module from Apps. After successful installation of the e-commerce module, then the price list will be like this

install the E-commerce module from apps

E-commerce Promotional code:

These codes are used to apply any kind of discounts.
Selectable:

Enable the option to allow the end users to choose this price list from e-commerce module.
Allow to use on:

Specify the website the price list would be applicable.

Thus, when we can see the price lists which is selectable, these selectable price lists are available to choose from the e-commerce module.

Specify the website the price list

Point of Sale Price list in Odoo:

Firstly, install point of sales module from app. Then set a product available on Point Of Sale.

install pos module for Promotions in Odoo

Go to Point of sales -> Configuration > Point of Sale -> Click create

20 Create price list for point of sale for Promotions in Odoo

here actually we are selecting a shop so we are including the price list available on that shop.

Then go to , Point of Sale -> Dashboard -> POS session

POS session for Promotions in Odoo

select the session that you configured and click on the New Session button.

Then select a product , we can see an option to select the price list from where we can select as our wish.

select the price list from where we can select as our wish for Promotions in Odoo

Point of sale with Promotions in Odoo

When a new sales order is created, it always chooses the default price list and when you change to a customer that has a different price list, the current order, and the listed product prices will be updated accordingly.

A detailed view of Sales Pricelist in Odoo:

In short, hope you understood how Promotions in Odoo works.

 

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