Customize Pricelist Validity

by
Odoo

$ 29.15

v 16.0 Third Party
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Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 167
Technical Name viin_pricelist_validity_advance
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/viin_pricelist_validity_advance
Versions 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 167
Technical Name viin_pricelist_validity_advance
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/viin_pricelist_validity_advance
Versions 15.0 16.0

Problems

Pricelist include price rules, allowing users to set the price of one/several products in a specific quantity over a certain period of time.

With Odoo, user can only set up Pricelist and apply it for a fixed period of time.

In case businesses want to apply Pricelist that repeats monthly, annually or a fixed day of the week,... then they need to create another Pricelist or change the Valid date of the Pricelist.

Users will lose time and make mistakes when doing so.

Solutions

This module helps solve the above problem. The module allows to set up of repeating Period to which Pricelist can be applied. Where Period repeats can be Monthly, Annually or Days of week.

  • If the period is Monthly, you can specify a start and end date for each month.
  • If the cycle is Annually, you can specify the start day, month, and end day and month for each year.
  • Pricelist can also be applied to specific days of the week (Example: 5% off on Saturdays, 10% off on Sundays).

Editions Supported

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword viin_pricelist_validity_advance.
  3. Press Install.

Instruction

Instruction video: Customize Pricelist Validity

Activate Pricelists with Advanced price rules

Navigate to Settings > Sales, find the Pricing area, activate Pricelists, and choose Advanced price rules (discounts, formulas).

Activate Pricelists in Viindoo

Create a Pricelist and set up a period

  • Step 1: Navigate to Sales > Products > Pricelists, press Create to create a pricelist of product, press Add a line.
Create a Pricelist in Viindoo
  • Step 2: On the add a new price rule view, check Custom Period and Days Of Week to set the repeat period of this Pricelist.
Set the repeat period of this Pricelist

Create a Sales quotation and apply a Pricelist

Navigate to the Sales app, create a Sales quotation and select Pricelist to apply for this quotation.

  • Case 1: If the sales quotation creation date falls within the Pricelist period, the product pricelist will be applied to the quotation.
Apply pricelists to sales quotations or sales orders
  • Case 2: If the sales quotation creation date is not within the Pricelist period, the product pricelist is not applied to the quotation.
The case does not apply to sales quotations or sales orders 
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