2
.. i18n: Price management policies
3
.. i18n: =========================
6
Price management policies
7
=========================
9
.. i18n: Some companies are notorious for their complicated pricelists. Many forms of price variation are
10
.. i18n: used, such as end-of-year refunds, discounts, changes of terms and conditions with time, various
11
.. i18n: prepayments, cascaded rebates, seasonal promotions, and progressive price reductions.
14
Some companies are notorious for their complicated pricelists. Many forms of price variation are
15
used, such as end-of-year refunds, discounts, changes of terms and conditions with time, various
16
prepayments, cascaded rebates, seasonal promotions, and progressive price reductions.
18
.. i18n: .. note:: Rebate, Refund, Reduction
20
.. i18n: In some accounting jurisdictions you have to differentiate between the three following terms:
22
.. i18n: * Rebate: reimbursement to the client, usually at the end of the year, that depends on the
23
.. i18n: quantity of goods purchased over a period.
25
.. i18n: * Refund: reduction on the order line or invoice line if a certain quantity of goods is purchased
26
.. i18n: at one time or is sold in a framework of a promotional activity.
28
.. i18n: * Reduction: a one-off reduction resulting from a quality defect or a variation in a product's
29
.. i18n: conformance to a specification.
32
.. note:: Rebate, Refund, Reduction
34
In some accounting jurisdictions you have to differentiate between the three following terms:
36
* Rebate: reimbursement to the client, usually at the end of the year, that depends on the
37
quantity of goods purchased over a period.
39
* Refund: reduction on the order line or invoice line if a certain quantity of goods is purchased
40
at one time or is sold in a framework of a promotional activity.
42
* Reduction: a one-off reduction resulting from a quality defect or a variation in a product's
43
conformance to a specification.
45
.. i18n: Intelligent price management is difficult, because it requires you to integrate several conditions
46
.. i18n: from clients and suppliers to create estimates quickly or to invoice automatically. But if you have
47
.. i18n: an efficient price management mechanism you can often keep margins raised and respond quickly to
48
.. i18n: changes in market conditions. A good price management system gives you scope for varying any and all
49
.. i18n: of the relevant factors when you're negotiating a contract.
52
Intelligent price management is difficult, because it requires you to integrate several conditions
53
from clients and suppliers to create estimates quickly or to invoice automatically. But if you have
54
an efficient price management mechanism you can often keep margins raised and respond quickly to
55
changes in market conditions. A good price management system gives you scope for varying any and all
56
of the relevant factors when you're negotiating a contract.
58
.. i18n: To help you work most effectively, OpenERP's pricelist principles are extremely powerful yet are
59
.. i18n: based on simple and generic rules. You can develop both sales pricelists and purchase pricelists for
60
.. i18n: products capable of accommodating conditions such as the date period, the quantity requested and the
61
.. i18n: type of product.
64
To help you work most effectively, OpenERP's pricelist principles are extremely powerful yet are
65
based on simple and generic rules. You can develop both sales pricelists and purchase pricelists for
66
products capable of accommodating conditions such as the date period, the quantity requested and the
69
.. i18n: .. tip:: Don't confuse the different price specifications
71
.. i18n: Don't confuse the sale price with the base price of the product.
72
.. i18n: In OpenERP's basic configuration the sale price is the list price set on the product form
73
.. i18n: but a customer can be given a different sale price depending on the conditions.
76
.. tip:: Don't confuse the different price specifications
78
Don't confuse the sale price with the base price of the product.
79
In OpenERP's basic configuration the sale price is the list price set on the product form
80
but a customer can be given a different sale price depending on the conditions.
82
.. i18n: It's the same for purchase price and standard cost. Purchase price is your suppliers' selling price,
83
.. i18n: which changes in response to different criteria such as quantities, dates, and supplier. This is
84
.. i18n: automatically set by the accounting system. You'll find that the two prices have been set by default to the
85
.. i18n: same for all products with the demonstration data, which can be a source of confusion.
86
.. i18n: You're free to set the standard cost to something different.
89
It's the same for purchase price and standard cost. Purchase price is your suppliers' selling price,
90
which changes in response to different criteria such as quantities, dates, and supplier. This is
91
automatically set by the accounting system. You'll find that the two prices have been set by default to the
92
same for all products with the demonstration data, which can be a source of confusion.
93
You're free to set the standard cost to something different.
95
.. i18n: Each pricelist is calculated from defined policies, so you'll have as many sales pricelists as
96
.. i18n: active sales policies in the company. For example a company that sells products through three sales
97
.. i18n: channels could create the following price lists:
100
Each pricelist is calculated from defined policies, so you'll have as many sales pricelists as
101
active sales policies in the company. For example a company that sells products through three sales
102
channels could create the following price lists:
104
.. i18n: #. Main distribution:
106
.. i18n: - pricelist for Walbury,
108
.. i18n: - pricelist for TesMart,
110
.. i18n: #. Postal Sales.
112
.. i18n: #. Walk-in customers.
115
#. Main distribution:
117
- pricelist for Walbury,
119
- pricelist for TesMart,
123
#. Walk-in customers.
125
.. i18n: A single pricelist can exist in several versions, only one of which is permitted to be active at a
126
.. i18n: given time. These versions let you set different prices at different points in time. So the
127
.. i18n: pricelist for walk-in customers could have five different versions, for example: \ ``Autumn``\, \
128
.. i18n: ``Summer``\, \ ``Summer Sales``\, \ ``Winter``\, \ ``Spring``\. Direct customers will see prices
129
.. i18n: that change with the seasons.
132
A single pricelist can exist in several versions, only one of which is permitted to be active at a
133
given time. These versions let you set different prices at different points in time. So the
134
pricelist for walk-in customers could have five different versions, for example: \ ``Autumn``\, \
135
``Summer``\, \ ``Summer Sales``\, \ ``Winter``\, \ ``Spring``\. Direct customers will see prices
136
that change with the seasons.
138
.. i18n: Each pricelist is expressed in a single currency. If your company sells products in several
139
.. i18n: currencies you'll have to create as many pricelists as you have currencies.
142
Each pricelist is expressed in a single currency. If your company sells products in several
143
currencies you'll have to create as many pricelists as you have currencies.
145
.. i18n: The prices on a pricelist can depend on another list, which means that you don't have to repeat the
146
.. i18n: definition of all conditions for each product. So a pricelist in USD can be based on a pricelist in
147
.. i18n: EUR. If the currency conversion rates between EUR and USD change, or the EUR prices change, the USD
148
.. i18n: rates can be **automatically** adjusted.
151
The prices on a pricelist can depend on another list, which means that you don't have to repeat the
152
definition of all conditions for each product. So a pricelist in USD can be based on a pricelist in
153
EUR. If the currency conversion rates between EUR and USD change, or the EUR prices change, the USD
154
rates can be **automatically** adjusted.
157
.. i18n: single: pricelist; create
161
single: pricelist; create
163
.. i18n: Creating pricelists
164
.. i18n: -------------------
170
.. i18n: To define a pricelist use the menu :menuselection:`Products --> Pricelists --> Pricelists` .
173
To define a pricelist use the menu :menuselection:`Products --> Pricelists --> Pricelists` .
175
.. i18n: For each list you should define:
178
For each list you should define:
180
.. i18n: * a :guilabel:`Name` for the list,
182
.. i18n: * a :guilabel:`Type` of list: \ ``Sale``\ for customers or \ ``Purchase``\ for suppliers,
184
.. i18n: * the :guilabel:`Currency` in which the prices are expressed.
187
* a :guilabel:`Name` for the list,
189
* a :guilabel:`Type` of list: \ ``Sale``\ for customers or \ ``Purchase``\ for suppliers,
191
* the :guilabel:`Currency` in which the prices are expressed.
194
.. i18n: single: module; edi
200
.. i18n: .. tip:: Customer Price
202
.. i18n: If you install the module :mod:`edi` (in ``addons-extra`` at the time of writing)
203
.. i18n: a third type of list appears – the :guilabel:`Customer Price` - which
204
.. i18n: defines the price displayed for the end user.
205
.. i18n: This doesn't have to be the same as your selling price to an intermediary or distributor.
208
.. tip:: Customer Price
210
If you install the module :mod:`edi` (in ``addons-extra`` at the time of writing)
211
a third type of list appears – the :guilabel:`Customer Price` - which
212
defines the price displayed for the end user.
213
This doesn't have to be the same as your selling price to an intermediary or distributor.
216
.. i18n: single: pricelists; version
220
single: pricelists; version
222
.. i18n: Pricelist versions
223
.. i18n: ^^^^^^^^^^^^^^^^^^
229
.. i18n: Once the list is defined you must provide it with at least one version. To do that use the menu
230
.. i18n: :menuselection:`Products --> Pricelists --> Pricelist Versions`. The version contains all of the
231
.. i18n: rules that enable you to calculate a price for a product and a given quantity.
234
Once the list is defined you must provide it with at least one version. To do that use the menu
235
:menuselection:`Products --> Pricelists --> Pricelist Versions`. The version contains all of the
236
rules that enable you to calculate a price for a product and a given quantity.
238
.. i18n: So set the :guilabel:`Name` of this associated version. If the list only has a single version you
239
.. i18n: can use the same name for the pricelist and the version. In the :guilabel:`Pricelist` field select
240
.. i18n: the pricelist you created.
243
So set the :guilabel:`Name` of this associated version. If the list only has a single version you
244
can use the same name for the pricelist and the version. In the :guilabel:`Pricelist` field select
245
the pricelist you created.
247
.. i18n: Then set the :guilabel:`Start date` and :guilabel:`End date` of this version. The fields are both
248
.. i18n: optional: if you don't set any dates the version will be permanently active. Only one version
249
.. i18n: may be active at any one point, so bear this in mind when creating them.
250
.. i18n: Use the :guilabel:`Active` field in the versions to activate or disable a pricelist version.
253
Then set the :guilabel:`Start date` and :guilabel:`End date` of this version. The fields are both
254
optional: if you don't set any dates the version will be permanently active. Only one version
255
may be active at any one point, so bear this in mind when creating them.
256
Use the :guilabel:`Active` field in the versions to activate or disable a pricelist version.
258
.. i18n: .. note:: Automatically updating the sale pricelist
260
.. i18n: You can make any sale pricelist depend on one of the other pricelists.
261
.. i18n: So you could make your sale pricelist depend on your supplier's purchase pricelist, to
262
.. i18n: which you add a margin.
263
.. i18n: The prices are automatically calculated as a function of the purchase price and need no further
264
.. i18n: manual adjustment.
267
.. note:: Automatically updating the sale pricelist
269
You can make any sale pricelist depend on one of the other pricelists.
270
So you could make your sale pricelist depend on your supplier's purchase pricelist, to
271
which you add a margin.
272
The prices are automatically calculated as a function of the purchase price and need no further
275
.. i18n: .. index:: price
280
.. i18n: Rules for calculating price
281
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^
284
Rules for calculating price
285
^^^^^^^^^^^^^^^^^^^^^^^^^^^
287
.. i18n: A pricelist version is made up of a set of rules that apply to the product base prices.
290
A pricelist version is made up of a set of rules that apply to the product base prices.
292
.. i18n: .. figure:: images/service_pricelist_line.png
294
.. i18n: :align: center
296
.. i18n: *Detail of a rule in a pricelist version*
299
.. figure:: images/service_pricelist_line.png
303
*Detail of a rule in a pricelist version*
305
.. i18n: You define the conditions for a rule in the first part of the definition screen labeled :guilabel:`Rules Test
306
.. i18n: Match`. The rule applies to the :guilabel:`Product` or :guilabel:`Product Template` and/or the named :guilabel:`Product
307
.. i18n: Category`. If a rule is applied to a category then it is automatically applied to all of its
308
.. i18n: subcategories too (using the tree structure for product categories).
311
You define the conditions for a rule in the first part of the definition screen labeled :guilabel:`Rules Test
312
Match`. The rule applies to the :guilabel:`Product` or :guilabel:`Product Template` and/or the named :guilabel:`Product
313
Category`. If a rule is applied to a category then it is automatically applied to all of its
314
subcategories too (using the tree structure for product categories).
316
.. i18n: If you set a minimum quantity in :guilabel:`Min. Quantity` the rule will only apply to a quantity the same
317
.. i18n: as or larger than that set. This lets you set reduced rates in steps that depend on the quantities ordered.
320
If you set a minimum quantity in :guilabel:`Min. Quantity` the rule will only apply to a quantity the same
321
as or larger than that set. This lets you set reduced rates in steps that depend on the quantities ordered.
323
.. i18n: Several rules can be applied to an order. Open ERP evaluates these rules in sequence to select
324
.. i18n: which to apply to the specified price calculation. If several rules are valid only the first in
325
.. i18n: sequence is used for the calculation. The :guilabel:`Sequence` field determines the order, starting with the
326
.. i18n: lowest number and working up.
329
Several rules can be applied to an order. Open ERP evaluates these rules in sequence to select
330
which to apply to the specified price calculation. If several rules are valid only the first in
331
sequence is used for the calculation. The :guilabel:`Sequence` field determines the order, starting with the
332
lowest number and working up.
334
.. i18n: Once a rule has been selected, the system has to determine how to calculate the price from the rule.
335
.. i18n: This operation is based on the criteria set out in the lower part of the form, labeled :guilabel:`Price
336
.. i18n: Computation`.
339
Once a rule has been selected, the system has to determine how to calculate the price from the rule.
340
This operation is based on the criteria set out in the lower part of the form, labeled :guilabel:`Price
343
.. i18n: The first field you have to complete is labeled :guilabel:`Based on`. Set the mode for
344
.. i18n: partner price calculation, choosing between:
347
The first field you have to complete is labeled :guilabel:`Based on`. Set the mode for
348
partner price calculation, choosing between:
350
.. i18n: * the :guilabel:`List Price` set in the product file,
352
.. i18n: * the :guilabel:`Standard Cost` set in the product file,
354
.. i18n: * an :guilabel:`Other Pricelist` given in the field :guilabel:`If Other Pricelist`,
356
.. i18n: * the price that varies as a function of a supplier defined in the :guilabel:`Partner section of the
357
.. i18n: product form`.
360
* the :guilabel:`List Price` set in the product file,
362
* the :guilabel:`Standard Cost` set in the product file,
364
* an :guilabel:`Other Pricelist` given in the field :guilabel:`If Other Pricelist`,
366
* the price that varies as a function of a supplier defined in the :guilabel:`Partner section of the
369
.. i18n: Several other criteria can be considered and added to the list, as you'll see in the following
373
Several other criteria can be considered and added to the list, as you'll see in the following
376
.. i18n: Next, various operations can be applied to the base price to calculate the sales or purchase price
377
.. i18n: for the partner at the specified quantities. To calculate it you apply the formula shown on the
378
.. i18n: form: ``Price = Base Price x (1 + Field1) + Field2`` .
381
Next, various operations can be applied to the base price to calculate the sales or purchase price
382
for the partner at the specified quantities. To calculate it you apply the formula shown on the
383
form: ``Price = Base Price x (1 + Field1) + Field2`` .
385
.. i18n: The first field, :guilabel:`Field1`, defines a discount. Set it to 0.20 for a discount of 20% from
386
.. i18n: the base price. If your price is based on standard cost, you can set -0.15 to get a 15% price uplift
387
.. i18n: compared with the standard costs.
390
The first field, :guilabel:`Field1`, defines a discount. Set it to 0.20 for a discount of 20% from
391
the base price. If your price is based on standard cost, you can set -0.15 to get a 15% price uplift
392
compared with the standard costs.
394
.. i18n: :guilabel:`Field2` sets a fixed supplement to the price, expressed in the currency of the pricelist.
395
.. i18n: This amount is just added (or subtracted, if negative) to the amount calculated with the
396
.. i18n: :guilabel:`Field1` discount.
399
:guilabel:`Field2` sets a fixed supplement to the price, expressed in the currency of the pricelist.
400
This amount is just added (or subtracted, if negative) to the amount calculated with the
401
:guilabel:`Field1` discount.
403
.. i18n: Then you can specify a rounding method. The rounding calculation is carried out to the nearest
404
.. i18n: number. For example if you set 0.05 in this example, a price of 45.66 will be rounded to 45.65, and
405
.. i18n: 14,567 rounded to 100 will give a price of 14,600.
408
Then you can specify a rounding method. The rounding calculation is carried out to the nearest
409
number. For example if you set 0.05 in this example, a price of 45.66 will be rounded to 45.65, and
410
14,567 rounded to 100 will give a price of 14,600.
412
.. i18n: .. note:: Swiss special situation
414
.. i18n: In Switzerland, the smallest monetary unit is 5 cents.
415
.. i18n: There aren't any 1 or 2 cent coins.
416
.. i18n: So you set Open ERP's rounding to 0.05 to round everything in a Swiss franc pricelist.
419
.. note:: Swiss special situation
421
In Switzerland, the smallest monetary unit is 5 cents.
422
There aren't any 1 or 2 cent coins.
423
So you set Open ERP's rounding to 0.05 to round everything in a Swiss franc pricelist.
425
.. i18n: The supplement from :guilabel:`Field2` is applied before the rounding calculation, which enables
426
.. i18n: some interesting effects. For example if you want all your prices to end in 9.99, set your rounding
427
.. i18n: to 10 and your supplement to -0.01 in :guilabel:`Field2`.
430
The supplement from :guilabel:`Field2` is applied before the rounding calculation, which enables
431
some interesting effects. For example if you want all your prices to end in 9.99, set your rounding
432
to 10 and your supplement to -0.01 in :guilabel:`Field2`.
434
.. i18n: Minimum and Maximum margins enable you to guarantee a given margin over the base price. A margin of
435
.. i18n: 10 USD enables you to stop the discount from returning less than that margin. If you put 0 into this
436
.. i18n: field, no effect is taken into account.
439
Minimum and Maximum margins enable you to guarantee a given margin over the base price. A margin of
440
10 USD enables you to stop the discount from returning less than that margin. If you put 0 into this
441
field, no effect is taken into account.
443
.. i18n: Once the pricelist is defined you can assign it to a partner. To do this, find a Partner and select
444
.. i18n: its :guilabel:`Properties` tab. You can then change the :guilabel:`Purchase Pricelist` and the
445
.. i18n: :guilabel:`Sale Pricelist` that's loaded by default for the partner.
448
Once the pricelist is defined you can assign it to a partner. To do this, find a Partner and select
449
its :guilabel:`Properties` tab. You can then change the :guilabel:`Purchase Pricelist` and the
450
:guilabel:`Sale Pricelist` that's loaded by default for the partner.
452
.. i18n: Case of using pricelists
453
.. i18n: ------------------------
456
Case of using pricelists
457
------------------------
459
.. i18n: Take the case of an IT systems trading company, for which the following product categories have
460
.. i18n: been configured:
463
Take the case of an IT systems trading company, for which the following product categories have
466
.. i18n: All products
471
.. i18n: #. Accessories
477
.. i18n: * Keyboards and Mice
479
.. i18n: #. Computers
483
.. i18n: - Large-screen portables
487
.. i18n: - Office Computers
489
.. i18n: - Professional Computers
504
- Large-screen portables
510
- Professional Computers
512
.. i18n: In addition, the products presented in the table below are defined in the currency of the installed
513
.. i18n: chart of accounts.
516
In addition, the products presented in the table below are defined in the currency of the installed
524
.. i18n: .. csv-table:: Examples of products with their different prices
526
.. i18n: "Product ","List Price","Standard Price","Default supplier price",
527
.. i18n: "Acclo Portable","1,200 ","887 ","893 ",
528
.. i18n: "Toshibishi Portable","1,340 ","920 ","920 ",
529
.. i18n: "Berrel Keyboard","100 ","50 ","50 ",
530
.. i18n: "Office Computer","1,400 ","1,000 ","1,000 ",
533
.. csv-table:: Examples of products with their different prices
535
"Product ","List Price","Standard Price","Default supplier price",
536
"Acclo Portable","1,200 ","887 ","893 ",
537
"Toshibishi Portable","1,340 ","920 ","920 ",
538
"Berrel Keyboard","100 ","50 ","50 ",
539
"Office Computer","1,400 ","1,000 ","1,000 ",
542
.. i18n: single: pricelist; default pricelist
546
single: pricelist; default pricelist
548
.. i18n: Default pricelists
549
.. i18n: ^^^^^^^^^^^^^^^^^^
555
.. i18n: .. figure:: images/product_pricelist_default.png
557
.. i18n: :align: center
559
.. i18n: *Default pricelist after installing OpenERP*
562
.. figure:: images/product_pricelist_default.png
566
*Default pricelist after installing OpenERP*
568
.. i18n: When you install the software two pricelists are created by default: one for sales and one for
569
.. i18n: purchases. These each contain only one pricelist version and only one line in that version.
572
When you install the software two pricelists are created by default: one for sales and one for
573
purchases. These each contain only one pricelist version and only one line in that version.
575
.. i18n: The price for sales defined in the Default Public Pricelist is set by default to
576
.. i18n: the Public Price of the product in the product file, which is the Sale Price in the Product file.
579
The price for sales defined in the Default Public Pricelist is set by default to
580
the Public Price of the product in the product file, which is the Sale Price in the Product file.
582
.. i18n: The price for purchases defined in the Default Purchase Pricelist is set by default in the same way to
583
.. i18n: the Standard Cost of the product in the product file.
586
The price for purchases defined in the Default Purchase Pricelist is set by default in the same way to
587
the Standard Cost of the product in the product file.
590
.. i18n: single: trading company
594
single: trading company
596
.. i18n: Example of a trading company
597
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
600
Example of a trading company
601
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
603
.. i18n: Take the case of a trading company, where the sale price for resellers can be defined like this:
606
Take the case of a trading company, where the sale price for resellers can be defined like this:
608
.. i18n: * For portable computers, the sale price is calculated from the list price of the supplier Acclo,
609
.. i18n: with a supplement of 23% on the cost of purchase.
611
.. i18n: * For all other products the sale price is given by the standard cost in the product file, on which
612
.. i18n: 31% is added. The price must end in ``.99`` .
614
.. i18n: * The sale price of Berrel keyboards is fixed at 60 for a minimum quantity of 5 keyboards purchased.
615
.. i18n: Otherwise it uses the rule above.
617
.. i18n: * Assume that the Acclo pricelist is defined in Open ERP. The pricelist for resellers and the
618
.. i18n: pricelist version then contains three lines:
620
.. i18n: #. \ ``Acclo``\ line:
622
.. i18n: * :guilabel:`Product Category` : \ ``Portables``\ ,
624
.. i18n: * :guilabel:`Based on` : \ ``Other pricelist``\ ,
626
.. i18n: * :guilabel:`Pricelist if other` : \ ``Acclo pricelist``\ ,
628
.. i18n: * :guilabel:`Field1` : \ ``-0.23``\ ,
630
.. i18n: * :guilabel:`Priority` : \ ``1``\ .
632
.. i18n: #. \ ``Berrel Keyboard``\ line:
634
.. i18n: * :guilabel:`Product Template` : \ ``Berrel Keyboard``\ ,
636
.. i18n: * :guilabel:`Min. Quantity` : \ ``5``\ ,
638
.. i18n: * :guilabel:`Field1` : \ ``1.0``\ ,
640
.. i18n: * :guilabel:`Field2` : \ ``60``\ ,
642
.. i18n: * :guilabel:`Priority` : \ ``2``\ .
644
.. i18n: #. \ ``Other products``\ line:
646
.. i18n: * :guilabel:`Based on:` \ ``Standard Price``\ ,
648
.. i18n: * :guilabel:`Field1` : \ ``-0.31``\ ,
650
.. i18n: * :guilabel:`Field2` : \ ``-0.01``\ ,
652
.. i18n: * :guilabel:`Rounding` : \ ``1.0``\ .
654
.. i18n: * :guilabel:`Priority` : \ ``3``\ .
657
* For portable computers, the sale price is calculated from the list price of the supplier Acclo,
658
with a supplement of 23% on the cost of purchase.
660
* For all other products the sale price is given by the standard cost in the product file, on which
661
31% is added. The price must end in ``.99`` .
663
* The sale price of Berrel keyboards is fixed at 60 for a minimum quantity of 5 keyboards purchased.
664
Otherwise it uses the rule above.
666
* Assume that the Acclo pricelist is defined in Open ERP. The pricelist for resellers and the
667
pricelist version then contains three lines:
669
#. \ ``Acclo``\ line:
671
* :guilabel:`Product Category` : \ ``Portables``\ ,
673
* :guilabel:`Based on` : \ ``Other pricelist``\ ,
675
* :guilabel:`Pricelist if other` : \ ``Acclo pricelist``\ ,
677
* :guilabel:`Field1` : \ ``-0.23``\ ,
679
* :guilabel:`Priority` : \ ``1``\ .
681
#. \ ``Berrel Keyboard``\ line:
683
* :guilabel:`Product Template` : \ ``Berrel Keyboard``\ ,
685
* :guilabel:`Min. Quantity` : \ ``5``\ ,
687
* :guilabel:`Field1` : \ ``1.0``\ ,
689
* :guilabel:`Field2` : \ ``60``\ ,
691
* :guilabel:`Priority` : \ ``2``\ .
693
#. \ ``Other products``\ line:
695
* :guilabel:`Based on:` \ ``Standard Price``\ ,
697
* :guilabel:`Field1` : \ ``-0.31``\ ,
699
* :guilabel:`Field2` : \ ``-0.01``\ ,
701
* :guilabel:`Rounding` : \ ``1.0``\ .
703
* :guilabel:`Priority` : \ ``3``\ .
705
.. i18n: It's important that the priority of the second rule is set below the priority of the third in this
706
.. i18n: example. If it were the other way round the third rule would always be applied because a quantity of
707
.. i18n: 5 is always greater than a quantity of 1 for all products.
710
It's important that the priority of the second rule is set below the priority of the third in this
711
example. If it were the other way round the third rule would always be applied because a quantity of
712
5 is always greater than a quantity of 1 for all products.
714
.. i18n: Also note that to fix a price of 60 for the 5 Berrel Keyboards, the formula \ ``Price = Base Price x
715
.. i18n: (1 + 1.0) + 60``\ has been used.
718
Also note that to fix a price of 60 for the 5 Berrel Keyboards, the formula \ ``Price = Base Price x
719
(1 + 1.0) + 60``\ has been used.
721
.. i18n: Establishing customer contract conditions
722
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
725
Establishing customer contract conditions
726
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
728
.. i18n: The trading company can now set specific conditions to a customer, such as the company TinAtwo, who
729
.. i18n: might have signed a valid contract with the following conditions:
732
The trading company can now set specific conditions to a customer, such as the company TinAtwo, who
733
might have signed a valid contract with the following conditions:
735
.. i18n: * For Toshibishi portables, TinAtwo benefits from a discount of 5% of resale price.
737
.. i18n: * For all other products, the resale conditions are unchanged.
740
* For Toshibishi portables, TinAtwo benefits from a discount of 5% of resale price.
742
* For all other products, the resale conditions are unchanged.
744
.. i18n: The list price for TinAtwo, called ``TinAtwo contract`` , contains two rules:
747
The list price for TinAtwo, called ``TinAtwo contract`` , contains two rules:
749
.. i18n: #. \ ``Toshibishi portable``\ :
751
.. i18n: * :guilabel:`Product` : \ ``Toshibishi Portable``\ ,
753
.. i18n: * :guilabel:`Based on` : \ ``Other pricelist``\ ,
755
.. i18n: * :guilabel:`Pricelist if other` : \ ``Reseller pricelist``\ ,
757
.. i18n: * :guilabel:`Field1` : \ ``0.05``\ ,
759
.. i18n: * :guilabel:`Priority` : \ ``1``\ .
761
.. i18n: #. \ ``Other Products``\ :
763
.. i18n: * :guilabel:`Product` :
765
.. i18n: * :guilabel:`Based on` : \ ``Other pricelist``\ ,
767
.. i18n: * :guilabel:`Pricelist if other` : \ ``Reseller pricelist``\ ,
769
.. i18n: * :guilabel:`Priority` : \ ``2``\ .
772
#. \ ``Toshibishi portable``\ :
774
* :guilabel:`Product` : \ ``Toshibishi Portable``\ ,
776
* :guilabel:`Based on` : \ ``Other pricelist``\ ,
778
* :guilabel:`Pricelist if other` : \ ``Reseller pricelist``\ ,
780
* :guilabel:`Field1` : \ ``0.05``\ ,
782
* :guilabel:`Priority` : \ ``1``\ .
784
#. \ ``Other Products``\ :
786
* :guilabel:`Product` :
788
* :guilabel:`Based on` : \ ``Other pricelist``\ ,
790
* :guilabel:`Pricelist if other` : \ ``Reseller pricelist``\ ,
792
* :guilabel:`Priority` : \ ``2``\ .
794
.. i18n: Once this list has been entered you should look for the partner form for TinAtwo again. Click the
795
.. i18n: :guilabel:`Properties` tab to set the :guilabel:`Sale List Price` field to *TinAtwo Contract*. If
796
.. i18n: the contract is only valid for one year, don't forget to set the :guilabel:`Start Date` and
797
.. i18n: :guilabel:`End Date` fields in the :guilabel:`Price List Version`.
800
Once this list has been entered you should look for the partner form for TinAtwo again. Click the
801
:guilabel:`Properties` tab to set the :guilabel:`Sale List Price` field to *TinAtwo Contract*. If
802
the contract is only valid for one year, don't forget to set the :guilabel:`Start Date` and
803
:guilabel:`End Date` fields in the :guilabel:`Price List Version`.
805
.. i18n: Then when salespeople prepare an estimate for TinAtwo the prices proposed will automatically be
806
.. i18n: calculated from the contract conditions.
809
Then when salespeople prepare an estimate for TinAtwo the prices proposed will automatically be
810
calculated from the contract conditions.
812
.. i18n: Different bases for price calculation
813
.. i18n: -------------------------------------
816
Different bases for price calculation
817
-------------------------------------
819
.. i18n: OpenERP's flexibility enables you to make prices that depend not only on prices on the product
820
.. i18n: form, but in addition to the two predefined ones – Cost Price and Public Price.
823
OpenERP's flexibility enables you to make prices that depend not only on prices on the product
824
form, but in addition to the two predefined ones – Cost Price and Public Price.
826
.. i18n: To do this use the menu :menuselection:`Products --> Configuration --> Prices Computation --> Price Types`. Create a new
827
.. i18n: entry for the new price type. Enter the field name, the field on the product form that this type of
828
.. i18n: price corresponds to and the currency that will be expressed in this field. The operation works just
829
.. i18n: as well on new fields added to the product form to meet specific developments.
832
To do this use the menu :menuselection:`Products --> Configuration --> Prices Computation --> Price Types`. Create a new
833
entry for the new price type. Enter the field name, the field on the product form that this type of
834
price corresponds to and the currency that will be expressed in this field. The operation works just
835
as well on new fields added to the product form to meet specific developments.
837
.. i18n: Once this operation has been carried out you can make pricelists depend on this new price type.
840
Once this operation has been carried out you can make pricelists depend on this new price type.
842
.. i18n: Then, adding the weight and/or volume field, the price of a product by piece can vary by its weight
843
.. i18n: and/or volume. This is different from defining a price by weight – in that case the default unit
844
.. i18n: of measure is weight and not piece.
847
Then, adding the weight and/or volume field, the price of a product by piece can vary by its weight
848
and/or volume. This is different from defining a price by weight – in that case the default unit
849
of measure is weight and not piece.
851
.. i18n: Pricelists and managing currencies
852
.. i18n: ----------------------------------
855
Pricelists and managing currencies
856
----------------------------------
858
.. i18n: If your trading company wants to start a product catalog in a new currency you can handle this
859
.. i18n: several ways:
862
If your trading company wants to start a product catalog in a new currency you can handle this
865
.. i18n: * Enter the prices in a new independent pricelist and maintain the lists in the two currencies
868
.. i18n: * Create a field in the product form for this new currency and make the new pricelist depend on this
869
.. i18n: field: prices are then maintained separately but in the product file,
871
.. i18n: * Create a new pricelist for the second currency and make it depend on another pricelist or on the
872
.. i18n: product price: the conversion between the currencies will then be done automatically at the
873
.. i18n: prevailing currency conversion rate.
876
* Enter the prices in a new independent pricelist and maintain the lists in the two currencies
879
* Create a field in the product form for this new currency and make the new pricelist depend on this
880
field: prices are then maintained separately but in the product file,
882
* Create a new pricelist for the second currency and make it depend on another pricelist or on the
883
product price: the conversion between the currencies will then be done automatically at the
884
prevailing currency conversion rate.
886
.. i18n: .. Copyright © Open Object Press. All rights reserved.
889
.. Copyright © Open Object Press. All rights reserved.
891
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
892
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
895
.. You may take electronic copy of this publication and distribute it if you don't
896
.. change the content. You can also print a copy to be read by yourself only.
898
.. i18n: .. We have contracts with different publishers in different countries to sell and
899
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
900
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
901
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
902
.. i18n: .. rights of these sales.
905
.. We have contracts with different publishers in different countries to sell and
906
.. distribute paper or electronic based versions of this book (translated or not)
907
.. in bookstores. This helps to distribute and promote the OpenERP product. It
908
.. also helps us to create incentives to pay contributors and authors using author
909
.. rights of these sales.
911
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
912
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
913
.. i18n: .. written authorisation for this.
916
.. Due to this, grants to translate, modify or sell this book are strictly
917
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
918
.. written authorisation for this.
920
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
921
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
922
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
923
.. i18n: .. printed in initial capitals.
926
.. Many of the designations used by manufacturers and suppliers to distinguish their
927
.. products are claimed as trademarks. Where those designations appear in this book,
928
.. and Open Object Press was aware of a trademark claim, the designations have been
929
.. printed in initial capitals.
931
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
932
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
933
.. i18n: .. resulting from the use of the information contained herein.
936
.. While every precaution has been taken in the preparation of this book, the publisher
937
.. and the authors assume no responsibility for errors or omissions, or for damages
938
.. resulting from the use of the information contained herein.
940
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
943
.. Published by Open Object Press, Grand Rosière, Belgium
added
removed
i18n/ru/source/book/6/6_16_Sales/6_16_Sales_pricing.rst
