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Product management
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POS setup
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Sales management
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Set up pricelists
In this video, learn how to set up and use pricelists in Odoo Point of Sale.
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1.
How do you make a pricelist available in the Point of Sale application?
2.
What is impacted by an active pricelist?
3.
What are the different price type options when creating a price list rule, and what do they do?
Shipping, Handling, Surcharge: “Shipping” charges a fee, “Handling” covers processing, and “Surcharge” adds extra costs.
Customer Rating, Popularity, Time: Prices change based on customer, demand, or time of day.
Inventory, Supplier, Market: Prices adjust based on stock, cost, or market averages.
Fixed, Discount, Formula: “Fixed” sets a specific price, “Discount” reduces it, and “Formula” calculates prices dynamically.
4.
How do you assign pricelists to customers, and what happens when you switch customers?
You assign pricelists in the customer's form; switching reverts to default unless the new customer has their own pricelist.
You assign pricelists in the customer's form; switching keeps the active pricelist if you manually enabled it.
You can add customers in the pricelist setup form; switching keeps the active pricelist if you manually enabled it.
You can add customers in the pricelist setup form; switching reverts to default unless the new customer has their own pricelist.
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