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[IMP] sales: update simplified pricelist settings #11709

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dinakdugar
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@dinakdugar dinakdugar commented Jan 7, 2025

Updating Pricelists picture and documentation text for 17.4+, simplified Pricelists description in settings, removed 'Pricing Strategy Options' section. Also cleaning up language in documentation.

+Added updates:
-Revised "Pricelist configuration" section to match current UI flow
-Removed Multiple & Advanced Pricelists sections as they are deprecated in 17.4+
-Updated images in "Pricelists configuration" and "Price Rules tab" sections to match current UI and style guide
-Updated language for clarity and concision
-Began staging content changes in intro to re-format this into a parent doc for Sales pricelists

Task: https://www.odoo.com/odoo/my-tasks/4343498

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robodoo commented Jan 7, 2025

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@dinakdugar dinakdugar added the 3 label Jan 7, 2025
@dinakdugar dinakdugar changed the base branch from saas-17.4 to 17.0 January 7, 2025 16:29
@dinakdugar dinakdugar changed the base branch from 17.0 to saas-17.4 January 7, 2025 16:29
@C3POdoo C3POdoo requested a review from a team January 7, 2025 16:30
@dinakdugar dinakdugar self-assigned this Jan 7, 2025
@dinakdugar dinakdugar requested a review from larm-odoo January 7, 2025 17:00
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Hi @larm-odoo this PR is ready for peer review, when you have a chance. Thank you!

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Hi @dikd-odoo - super simple, easy update! Just a couple of minor suggestions, and one formatting correction. Approving because the formatting one is quick, and the others are totally unnecessary.

@dinakdugar dinakdugar force-pushed the 17.4-sales-pricelists-dikd branch from 3f07a35 to f39b49a Compare January 8, 2025 22:06
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Thank you for the suggestions, @larm-odoo!

Hi @Felicious this PR is ready for final review, when you have a chance. Thank you!

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Your changes look great to me, @dikd-odoo ! Grateful for the effort you’ve put into improving clarity and conciseness in this document. Approving now! 😊

That said, I need to adjust the point value of this PR from 3 points to 1 point. I’m sorry for the confusion, and I take partial responsibility—our current guidelines for task scoring could be clearer, and we're working on a document to better explain these specifications.

Here’s a quick summary of how tasks are scored:

  • 3 points: A significant rework where ~50-80% of the document is revised.
  • 2 points: Version-specific updates or improvements to a single section.
  • 1 point: Tiny edits such rewriting a few sentences.

Your rewrite of lines 16–28 into the streamlined version at lines 16–18 is fantastic—clearer and more concise! However, since this PR focuses on rewording a few sentences rather than updating the entire section or addressing outdated UI comprehensively, it qualifies as a small cosmetic change worth 1 point.

To bring this PR to 2 points, you’d need to update the rest of the section (from the Pricelist configuration heading to the Price rules tab section), ensure all instructions are fully relevant for saas 17.4, refine the rest for clarity and conciseness, and replace outdated images.

If you'd like to make the changes to be 2 points, tag me again after you've made the updates, and I'll review it again. Let me know if you have any questions!

@Felicious Felicious added 1 and removed 3 labels Jan 9, 2025
@dinakdugar dinakdugar force-pushed the 17.4-sales-pricelists-dikd branch 3 times, most recently from 82a2072 to 48a74b3 Compare January 15, 2025 16:46
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Hi @Felicious thank you for the feedback! I further edited the section "Pricelists configuration," as well as updated the following sections:

-Removed Multiple & Advanced Pricelists sections as they are deprecated in 17.4+
-Updated images in "Pricelists configuration" and "Price Rules tab" sections to match current UI and style guide
-Updated language for clarity and concision
-Began staging content changes in intro to re-format this into a parent doc for Sales pricelists

This is ready for a second look, when you have time. Thank you!

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Hi @dikd-odoo ! Good job looking through the rest of the document and deleting sections about depreciated features. Since you've changed more than 50% of the doc, I grant this PR 3 points (:

I've added a few more comments to consider, and after working through those, feel free to send this along to final review!

Comment on lines +113 to +111
.. example::
To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set
the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the
:guilabel:`Margins` to `5`. This is often seen in retail situations.
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good example!

@Felicious Felicious added 3 and removed 1 labels Jan 15, 2025
@dinakdugar dinakdugar force-pushed the 17.4-sales-pricelists-dikd branch 2 times, most recently from 2ecdc6b to c89bfd9 Compare January 15, 2025 20:41
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Thank you for the helpful final review, @Felicious!

Hi @samueljlieber this PR is ready for tech review when you have a chance. Thank you!

@dinakdugar dinakdugar requested a review from a team January 15, 2025 20:48
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Hi @dikd-odoo! Really great work on this doc to remove the deprecated sections and expand with some great examples! I have a small handful of technical changes for you, please see my suggestions and following comments :)

Please run make review on both the file (content/applications/sales/sales/products_prices/prices/pricing.rst) and the image folder (content/applications/sales/sales/products_prices/prices/pricing), there are some early line breaks and uncompressed images ;)

There are also a number of unused images, the following can be removed:

  • pricing/create-pricelist-rules-popup.png
  • pricing/extra-prices-smartbutton.png
  • pricing/formula-computation-options.png
  • pricing/price-rules-product-page.png
  • pricing/sales-pricelist-formula-computation.png

I'm requesting changes just so I can double check these images once you have had a chance to address them, thank you for your work! Let me know if you have any Qs!

@dinakdugar dinakdugar force-pushed the 17.4-sales-pricelists-dikd branch from 145efe3 to b1b12cd Compare January 16, 2025 00:51
@C3POdoo C3POdoo requested a review from a team January 16, 2025 00:52
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Hi @samueljlieber thank you for the helpful review! I've implemented your changes, removed the unused images, and compressed the images in the folder. This is ready for another look, please let me know if you need anything else. Thank you!

@samueljlieber samueljlieber removed the request for review from a team January 16, 2025 14:04
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Hi @dikd-odoo, thank you for addressing my changes! I am going to push up a commit that reverts your accidental edit to the Makefile as well as the images that were re-compressed. Thank you for your work, I will merge after I commit and the checks pass.

Makefile Outdated
@@ -96,4 +96,4 @@ review:
if echo $$path | grep -q 'content/'; then path=`echo $$path | sed 's|content/||'`; fi; \
if [ -z "$$line_length" ]; then line_length=100; fi; \
export REVIEW=1; \
python tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path
python3 tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path
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Make sure not to push up any unintended edits ;)

Suggested change
python3 tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path
python tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path

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No need to re-compress these images, we want to avoid unnecessarily modifying images :)

@samueljlieber samueljlieber force-pushed the 17.4-sales-pricelists-dikd branch from b1b12cd to 1532272 Compare January 16, 2025 14:09
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@robodoo r+

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5 participants