Pricelist access, controlled from one screen
Decide exactly which pricelists each user, group, customer or salesperson may apply — with a central access matrix, bulk assignment, time-limited access and an audit trail of every applied pricelist.
By default every sales user can apply any pricelist. A rep can drop a distributor tier onto a retail order and erase margin, and finance has no record of who applied which pricelist to which order. Existing apps restrict by user or by customer, sold separately, configured one record at a time, with no view of who can see what.
One module that governs user, group, customer and salesperson access together. A single access matrix shows who can see what, bulk assignment removes the per-record grind, and every applied pricelist is logged. Enforcement is server-side, so a restricted pricelist cannot slip back in through the API or order confirmation.
Everything you need to govern pricing access
Every capability below is implemented in the module.
User & Group Restriction
Assign the set of allowed pricelists to individual users and to whole user groups, so each rep only ever sees the tiers they are cleared to apply.
Customer Restriction
Whitelist which customers a pricelist may be applied to, so an account only ever transacts on its authorised tier — user and customer control in one module, not two purchases.
Pricelist Access Matrix
A single editable grid lists every pricelist against its allowed users, groups and customers, so an admin can see and change all access from one screen.
Bulk Assignment
Grant or revoke pricelists across many users or many customers in a single action from a wizard, instead of editing records one by one.
Salesperson Restriction
Optionally have restriction follow the order's salesperson rather than the logged-in user, for back-office staff who quote on a rep's behalf.
Explicit Empty-State Policy
You choose what an unrestricted pricelist means: visible to everyone (default, safe to install) or visible only to managers. No silent ambiguity on the empty-assignment edge case.
Time-Limited Access
Give a pricelist a start and end window for promotions and temporary contracts; it disappears automatically outside that window.
Audit Trail
Every pricelist applied to a quotation and every order confirmation is logged with the pricelist, customer, salesperson and the user who did it — the evidence finance needs.
Server-Side Enforcement
Restrictions are filtered in the quotation dropdown, re-checked on write, and re-checked again at order confirmation, so they cannot be bypassed. Managers always retain full access.
How it works
Choose Your Policy
In Sales Settings, pick what an unrestricted pricelist means and whether to restrict by salesperson.
Assign Access
Use the access matrix or the bulk wizard to grant pricelists to users, groups and customers.
Sell With Guardrails
Reps only see the pricelists they are cleared for; unauthorised tiers never appear on the quotation.
Review the Log
Open the audit log to see which pricelist was applied to which order, by whom, and when.
See it in action
Real screens from the module, captured on Odoo 17.
The Pricelist Access Matrix: every pricelist against its allowed users, groups, customers and time window, all in one grid.
The Access Restriction tab on a pricelist: who may apply it, which customers it is limited to, and its time-limited availability window.
The bulk wizard grants or revokes pricelist access across many users or customers in one action.
Sales Settings: the unrestricted-pricelist policy, the salesperson option, and a shortcut to the access matrix.
The Pricelist Audit Log records every applied pricelist and order confirmation with the order, customer, salesperson and the user who did it.
Frequently asked
What happens right after I install it?
Nothing changes until you configure it. By default every pricelist is unrestricted and stays visible to everyone, so you can roll out restrictions gradually rather than locking users out on day one.
Can a user bypass the restriction through the API?
No. Enforcement is server-side: the pricelist field is filtered in the dropdown, re-checked when a record is written, and re-checked again at order confirmation, so a restricted pricelist cannot slip in through the API or a downstream document.
Does it restrict by user or by customer?
Both, plus user groups and salesperson — all in one module. You do not need to buy or reconcile separate user-restriction and customer-restriction apps.
Can access expire automatically?
Yes. Give a pricelist an available-from and available-until window and it is only offered inside that window — ideal for promotions and temporary contracts.
Get in Touch
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Control which pricelists each user, group, customer and salesperson may apply — from one screen, in one module, with a full audit trail.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Lines of code | 722 |
| Technical Name |
cerevantix_pricelist_restriction |
| License | OPL-1 |
| Website | https://www.cerevantix.com |
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