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Apply suggestions from SALI review
Co-authored-by: Sam Lieber (sali) <[email protected]>
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  • content/applications/sales/sales/products_prices/prices

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Diff for: content/applications/sales/sales/products_prices/prices/pricing.rst

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@@ -6,8 +6,8 @@ A *pricelist* is a method of dynamic pricing that applies a list of prices (or p
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adjust sales prices. This adjustment can apply to specific customers, customer groups, sales orders,
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time periods, etc., and is useful for creating pricing strategies and optimizing sales margins.
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Odoo *Sales* has a useful pricelist feature that can be tailored to fit any unique pricing strategy.
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Pricelists suggest certain prices, but they can always be overridden on the sales order.
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Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing
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strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order.
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Pricelists configuration
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========================
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:alt: How the pricelist feature setting looks in Odoo Sales.
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After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
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reloads. From here, either select the :guilabel:`Pricelists` link (beneath the
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:guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
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reloads. From here, either select the :icon:`oi-arrow-right` :guilabel:`Pricelists` link (beneath
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the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
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:menuselection:`Sales app --> Products --> Pricelists`.
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Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
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From here, there are several configuration options:
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- :guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one
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or more products to which this pricelist will apply.
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or more products to which this pricelist will apply.
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- :guilabel:`Category`: Select one or more product categories to which this pricelist will apply.
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- :guilabel:`Price Type`: Select whether the specialized pricing will fall under
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:guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price
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type, there will be additional configurations on how to apply the pricelist.
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- :guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by
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using a negative value in this field.
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- :guilabel:`Formula`: Calculate the pricelist rules based the following configuration:
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- :guilabel:`Discount`: Percentage discount to be applied.
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- :guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after
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discount. The rounding method sets the price so that it is a multiple of the value in this
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field.
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.. note::
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Rounding is applied *after* the discount and *before* the extra fee.
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- :guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount` and
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:guilabel:`Round off to` have been applied.
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.. note::
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Rounding is applied *after* the discount and *before* the extra fee.
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- :guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product lines
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in the quotation form will be updated to this price.
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- :guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount`
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and :guilabel:`Round off to` have been applied.
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- :guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product
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lines in the quotation form will be updated to this price.
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- :guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to
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apply.

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