Dynamic Pricelists

The Edoo Dynamic Pricelists app streamlines customer-specific pricing management for sales teams. By automating the creation and updating of pricelists based on sales orders, it ensures accuracy and consistency in pricing. Simplify your sales process with Edoo's innovative solution.

Overview

Managing customer-specific pricing can be a challenging task for sales teams, often leading to inconsistencies and errors. The "Dynamic Pricelists" app simplifies this process by automating the creation and updating of customer-specific pricelists based on sales orders. This ensures that each customer gets the correct price every time, without the need for sales personnel to remember or manually input pricing details.

Key Features

• Automated Pricelist Creation: Automatically create a new pricelist for customers when a sales order is saved, ensuring each customer has a dedicated pricelist.
• Dynamic Pricelist Updates: Automatically update the pricelist with new product prices whenever a sales order is created or updated, ensuring pricing accuracy.
• Seamless Integration: Fully integrated with Odoo's Sales and Product modules, providing a smooth and cohesive user experience.
• User-Friendly: Salespersons do not have to remember the specific prices given to each customer. The app handles all the logic behind the scenes.
• Efficient Sales Process: Streamlines the sales process by reducing manual entry and minimizing pricing errors, leading to increased efficiency and customer satisfaction.
• Time-Saving: Reduce the time spent on repetitive tasks and increase overall efficiency.
• Accurate Data Management: Ensure consistency and accuracy of data across your records.

How It Works

• Sales Order Creation/Update: When a sales order is created or updated, the app checks the customer, product, and price details.
• Pricelist Management: If the customer does not have an existing pricelist, a new pricelist is created and assigned to the customer. The product and its price are added to the customer's pricelist. If the product already exists in the pricelist, the price is updated accordingly.
• Automatic Assignment: The updated pricelist is automatically assigned to the customer, ensuring that the correct prices are applied in future transactions.

Benefits

• Accuracy: Eliminates pricing errors by automating the price management process.
• Time-Saving: Reduces the time spent on manual price entries and adjustments.
• Customer Satisfaction: Ensures customers always receive the correct pricing, enhancing trust and satisfaction.
• Consistency: Maintains consistent pricing policies across the sales team.

Usage Instructions

• Install the Module: Download and install the "Dynamic Pricelists" module from the Odoo App Store.
• Configuration: No additional configuration is required. The app seamlessly integrates with your existing sales and product modules.

Frequently Asked Questions (FAQ)

Q1: How does the app determine the pricing for new products in sales orders?

• The app checks the sales order details and updates the customer's pricelist with the new product and price. If the product is already in the pricelist, it updates the existing price.

Q2: What happens if a customer does not have a pricelist?

• If a customer does not have a pricelist, the app automatically creates a new pricelist for the customer and assigns it to them.

Q3: Can the app handle bulk updates for multiple products?

• Yes, the app updates the pricelist for all products included in the sales order, ensuring all prices are accurate and up-to-date.

Q4: Is any additional configuration needed after installing the app?

• No, the app integrates seamlessly with your existing sales and product modules without requiring additional configuration.

Q5: What Odoo modules does this app integrate with?

• The app integrates with Odoo's Sales and Product modules.

Support and Documentation

For detailed documentation & support, contact our team at odoo.maulik@gmail.com