Odoo pos price list
- 1. www.cybrosys.com Odoo POS Price List
- 2. INTRODUCTION • Price lists are very useful in situations where we need to set a specific price for a set of customers for some particular products or complete products • We can define pricelist rules for customers and when that customer satisfies the condition specified in the rules, then that pricelist will be applied
- 3. • customers whenever he purchases a minimum quantity of products • Or we can use it to provide seasonal discounts by setting the starting date and ending date to a pricelist rule. • The advantage of this module is that it is completely depends on the point of sale module. • We don’t need to install the sales module for its working
- 4. The configuration is as follows: • After installing the ‘Price Lists in Point of Sale’ module, we can see a new menu ‘Pricelists’ item under the point of sale configurations menu. • We can use this menu to create our price lists and price list items. • Clicking on ‘create’ will open a new form, which we can use to create a pricelist. • We should provide a name for our pricelist.
- 6. • Below the name, we can add our price list items. • The items specify the new price for the products based on some conditions we are setting. • Click on the ‘Add an item’ to create our price list items. • A new form will appear for this.
- 8. • There are some options available, which allows us to create the rules based on our needs • We need to provide a name for each rules we are creating • The ‘Applied On’ field defines the applicability of this rule, i.e, where this rule will be applied. • If we select ‘Global’ option, then this rule will be globally applicable, i.e, it will be applied to all the products.
- 9. • If we select the ‘Product Category’ option, a new field will appear, which we can use to select the category to which we need to apply this rule. • Note that, if we select this option, then this rule will be applied for this category of products only. • The category field will show the point of sale category of the product, not the product’s category.
- 11. • The last option is ‘Product’. If we select this option, then we can create a rule that will be applied on a particular product • After we have selected this option, a new field will appear to select the product to which we need to apply pricelist
- 13. • The ‘Minimum Quantity’ is the quantity at which this rule will be applied • If the ordered quantity is less than the minimum quantity, then this rule won’t be applied • For this rule to be applied, the quantity should be equal to or greater than the minimum quantity
- 14. • The two fields, ‘Date start’ and ‘Date End’ are optional • These will be useful in cases where we need to provide discounts, only for a particular period of time • If we select a starting date and ending date, then this rule will be applied only if the customer is purchasing product within this time
- 15. • In the price computation section, we can specify the type of this rule • There are two types available, Fixed and Percentage • The fixed type option allows us to provide a new fixed price • If this option is selected, then when we apply this rule, this value will be taken as the new price for the product (after validating the other conditions)
- 16. • The percentage type allows us to set the new price based on the original price of the product • For example, if we set the value as 50%, the after applying this rule, the new price will be 50 % of the original price. • After creating and configuring the price lists and price list items, we can go to the customer’s form, which we need to apply price list and select the pricelist.
- 18. • After selecting the pricelist for customer, we can go to the point of sale. • After selecting the customer, his pricelist will be automatically selected if there are any • We can select another price list for the selected customer from here if we want.
- 20. After selecting the customer, the price list field will be automatically filled with the customer’s price list.
- 21. • We can apply price list only after selecting a customer • If we try to apply price list without selecting a customer, we will be notified by a warning
- 22. Refer this link for more: https://www.cybrosys.com/blog/odoo-pos-price-list
- 23. Thank You ! Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd 15, ST Antonys Road, Forest Gate, London England, E79QA. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030.