How To Create Sales & E-Commerce Pricelist Promotions in OdooTags: #Odoo Sales Management, #Odoo Website, Odoo E-Commerce, Odoo Sales Price list, Planet Odoo
How To Create Sales & E-Commerce Pricelist Promotions in Odoo
Price lists tell your sales agents what to charge for your products or services. You can create multiple price lists so that you can maintain separate price structures for different regions you sell your products in or for different sales channels. Coupon codes / Promotional codes are used to increase their sales. Odoo sales management supports the pricelist feature and we can apply discounts, price rules for products, different prices for customers.
In Odoo eCommerce and online shopping a coupon code, or promo code, is a computer-generated code, consisting of letters or numbers that consumers can enter into a promotional box on a site’s shopping cart to obtain a discount on the current purchase. Odoo supports the sales as well as the purchase pricelist’s functionality. So we can apply pricelists for a product, vendor, customers and group of countries.
First of all, you can install the Sales Modules in your instance.
Pricelist is the list of prices for different products by customer and supplier wise. In Odoo, there are different types of Pricelist:
- Multiple sales prices per product :
This field is used to create pricelist for your customer section or used to set various pricelist with various currencies.
- Prices computed from formulas:
This field is used to set the price change rules. Changes can be compared to the public price, product cost price, or to another pricelist. At that time, you can be done calculations of changes that are made upon the overcharges and discounts making it fit the minimum and maximum margin set by the user. Go to Sales -> Configuration -> Under the Pricing tab and tick the checkbox of Multiple Sales Prices per product then click on the Save button.
Under the Product tab and select the Pricelist in the Sales module, at that time, you can view the existing price list.
Go to Sales -> Products -> Pricelists and click on the Create button.
Whenever you want to create new Pricelists to click on the Create button in the Pricelist tab.
Now you can fill the following required fields like name of the price list, Company name, under price rule enter the following fields products, variants, Min Quantity, Price, Start Date, End Date, etc.
After clicking on the Configuration tab now you can see the two types of discount policy:
1. Discount included in the price: In this type of field, you do not show to the customer public price and discounts.
2. Show public price and discount to the customer: In this type of field, you show to the customer public price and discounts.
Under the Configuration tab now you can choose the country group. At that time you can choose the existing country group or you can create a new country group by clicking on the create button. Now you can fill the following required fields like group name, country name, pricelist name, discount policy, select website, company, and click on the save and close button.
After creating the Price list in the Sales module, now you can create a customer from Europe country.
Now Lets’ see how to set prices per customer segment and currencies :
Odoo Price list can also be used to manage the prices in Foreign Currencies.
Odoo provides features that support multi-currencies. Any company that does international trade receives payments in different currencies.
First of all, you can install the Accounting module in your database. Enabling this option allows for handling multiple currencies in Odoo.
Go to Accounting module -> Configuration -> Setting and enable “Allow multi-currencies”, then click on Apply.
Now you can configure the currency rates. Go to .
Open the currencies and you can views the list of currencies and choose any currency from the list that you want to use in Odoo and edit it. Make sure the currency is active.
Now Click on View Rates to view the history.
At that time, you can set a products’s sales price list at the public price in your company’s main currency.
Price computed from formulas:
Now, go to the Sales-> Configuration -> Setting -> under the Pricing section and select the checkbox of multiple sales prices per product. Now you can enable the second option Prices computed from formulas (discounts, margins, roundings) and click on the Save button.
E-Commerce Pricelist in Odoo
Now lets’ see how to create e-Commerce pricelist in Odoo
Firstly, you can install the e-Commerce apps in your instance.
At that time you can fill the following fields like “E-commerce Promotional Code”, apply discounts and the website on which the discount is provided.
Now you can click on the Pricelist section button then, your prie will be changed according to your price list.
Now you can create the new price list and apply the e-Commerce promo code. At that time you can fill the following fields like “E-commerce Promotional Code” and add the items for which you want to apply discounts and the website on which the discount is provided.
Now click on the Add an Item button to add the item and fill the following fields like name of the product, Min quantity, Price, Start date, End date.
At that time you can add the product in the cart on the Website. Now click on the Shop button and select the product at that time add the product in the cart.
After successfully adding the product in the cart, your shopping cart will be displayed on the screen.
Whenever you want to display the coupon code so click on the Customize button and tick the checkbox of Coupon code.
Now you can view the ‘Customizable Desk (CONFIG)’ is having a 20% discount. At that time click on the “Process Checkout” button to continue with your shopping.