Pricelist Revamp & Print Formats in Odoo 18
- 1. Pricelist Revamp & Print Formats in Odoo 18 Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss the Pricelist Revamp & Print Formats in Odoo 18. Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline our sales processes and improve customer experience. We can easily compare multiple price lists side by side to identify differences and make informed pricing decisions. In print formats, we can create and customize print templates for price lists, quotations, orders, and invoices to match our brand and preferences.
- 3. Enterprise From the Configuration->Settings of Sales module, we can enable the pricelist option.
- 4. Enterprise We can create and view the already created pricelist from the Products menu.
- 5. Enterprise In the list view, we can see the price lists created and also create new pricelist by clicking on New button.
- 6. Enterprise One of the change in price list form is the position of the country group field in the pricelist form has changed. Previously, it was located under the Configuration tab, which has now been removed. By clicking on Add a Line, we can create the pricelist rule.
- 7. Enterprise Among the price type, we can choose the Fixed price and provide the fixed price amount.
- 8. Enterprise We can also choose the price type discount, where we will provide the discount percentage.
- 9. Enterprise For the other price type, which is Formula, we can choose based on cost, sales price or other pricelist we need to apply this pricelist.
- 10. Enterprise Another change is the Ecommerce which was under configuration tab in pricelist is now moved as a separate tab.
- 11. Enterprise Now we can go to quotation and create a new quotation using this pricelist we created now.
- 12. Enterprise Since we have given min quantity as 5 in the pricelist configuration, upon changing the quantity to 5, the unit price has a discount of 10%.
- 13. Enterprise Now we can see the print formats in pricelist. For that, we can now go to the pricelist and click on the Print button.
- 14. Enterprise In the wizard opened, we can add the products to the pricelist report.
- 15. Enterprise This will be the pricelist report and we can print in pdf, csv or in xlsx format.
- 16. Enterprise This will be the PDF report of the pricelist.
- 17. Enterprise We can add products to this report by clicking on the Add products button.
- 18. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com