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  1. APPS
  2. Accounting
  3. Sales And Invoice Pricelist v 18.0
  4. Sales Conditions FAQ

Sales And Invoice Pricelist

by Cerevantix Technologies https://cerevantix.com
Odoo

$ 49.00

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License
CEREVANTIX TECHNOLOGIES

Invoice pricing, finally under control

Apply pricelists to customer invoices with a live preview, per-line rule transparency, protected manual overrides, and one-click rollback — the pricing confidence sales orders get, brought to every invoice.

THE PROBLEM

Pricelists are a first-class concept on sales orders but invisible on invoices. Ad-hoc charges, credit notes, service fees, and any invoice created without a prior sales order fall back to the product's base price — forcing staff to either route everything through a sales order first or manually look up and key in the correct rate, line by line.

THE SOLUTION

This app brings pricelists to the invoicing side: automatic resolution from the customer, sales order, or company default, a preview-before-commit wizard showing exactly what will change and why, protected manual overrides, one-click rollback, and bulk re-application across a date range of past invoices.

CAPABILITIES

Pricelist intelligence, built into invoicing

Every capability below is implemented in the module.

01

Automatic Pricelist Resolution

The invoice header pricelist pre-fills from the customer's assigned pricelist, falls back to the linked sales order, and finally the company default — so no invoice is ever left un-priced.

02

Preview-Before-Commit Apply Wizard

Review every line's old price, new price, matched rule, and delta — plus a cumulative total — before anything is written to the invoice.

03

Rule-Match Transparency

Each invoice line shows the Pricelist Price and the exact rule that matched it, so users can validate the result instead of guessing.

04

Protected Manual Overrides

Flag a line as a manual override and it is excluded from Apply and Recalculate, with a clear visual indicator so hand-keyed prices are never silently overwritten.

05

One-Click Rollback

Undo any Apply or Recalculate action and restore the invoice's prior line prices in a single click.

06

Per-Invoice Change Log

An embedded Pricelist History tab records every apply, recalculate, and rollback with who, when, and old vs. new values for audit and dispute resolution.

07

Bulk Re-Application Across Past Invoices

Re-price a batch of historical invoices at once with filters for date range, customer, posted status, and whether to touch overridden lines.

08

Price Floor / Ceiling Validation

Configure an Invoice Price Floor and Ceiling per product, and enforce them company-wide from a single Accounting setting.

09

Invoices-by-Pricelist Reporting

A dedicated report groups invoiced revenue by pricelist, plus a menu to import new pricelist rules from a spreadsheet in bulk.

WORKFLOW

How it works

1

Set the Pricelist

Create or open a customer invoice — the pricelist pre-fills from the customer, the linked sales order, or the company default.

2

Preview the Impact

Open the Apply Pricelist wizard to see every line's old price, new price, matched rule, and delta before committing.

3

Confirm and Track

Apply the changes and review the header summary alert and the per-invoice Pricelist History log.

4

Adjust or Roll Back

Override any line manually, undo an application in one click, or bulk re-apply across a date range of past invoices.

SCREENSHOTS

See it in action

Every screen shipped in the module — no mockups.

ON THE INVOICE
Invoice form with pricelist field, summary alert, and Apply/Recalculate/Undo actions

The invoice header carries a pricelist field with automatic resolution from the customer or linked sales order, a summary alert showing lines updated and total change, and Apply / Recalculate / Undo actions. Lines show the Pricelist Price, Matched Rule, and a Manual override toggle.

Embedded Pricelist History tab on the invoice

Every apply, recalculate, and rollback is logged in an embedded Pricelist History tab — who changed it, when, and the old vs. new values, for audit and dispute resolution.

Apply Pricelist wizard with per-line preview and delta

Before anything is written, the Apply Pricelist wizard previews every line: old price, new price, the matched rule, and the delta, with a per-line toggle and footer totals so nothing changes without your review.

Bulk Apply Pricelist wizard with date range and filters

Re-price a batch of past invoices in one action — filter by date range, customer, posted status, and whether to touch manually overridden lines, then see the match count before committing.

SETUP & REPORTING
Product form with Invoice Price Floor and Ceiling fields

Set an Invoice Price Floor and Ceiling per product so a line can never be invoiced outside the limits you configure, whether typed manually or resolved from a pricelist rule.

Accounting settings with Enforce Invoice Price Limits option

An Enforce Invoice Price Limits company setting turns floor/ceiling validation on or off globally, so you control whether out-of-range prices are checked.

Invoices by Pricelist report grouped list view

A dedicated Invoices by Pricelist report groups invoiced revenue by the pricelist that priced it, so finance can see which commercial terms are driving invoiced totals.

Import Pricelist Rules menu showing native pricelist item list

An Import Pricelist Rules menu opens Odoo's native pricelist-item list in import mode, so new tiers, discounts, and fixed prices can be bulk-loaded from a spreadsheet.

QUESTIONS

Frequently asked

Does this work on invoices with no linked sales order?

Yes. The pricelist selector and automatic price calculation work on any customer invoice, whether it originated from a sales order or was created directly in Accounting — the exact workflow standard Odoo leaves unsupported.

What happens to prices I have already typed in manually?

Flag a line as a manual override and it is excluded from Apply and Recalculate actions automatically, with a visible indicator so nobody accidentally recalculates over a hand-keyed price.

Can I undo a pricelist application if it was applied by mistake?

Yes. Every Apply or Recalculate action is logged, and a one-click Undo restores the invoice lines to their prior prices.

Can I re-price invoices from before I installed this app?

Yes. The Bulk Apply wizard re-applies a pricelist across a date range and customer set in one action, so historical invoices can be brought in line with current commercial terms.

Get in Touch

Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.

@

Email Us

support@cerevantix.com

We usually reply within one business day.

↗

Visit Our Website

www.cerevantix.com

Explore our apps, services, and portfolio.

cerevantix .

Empowering growth through technology.

Apply pricelists to customer invoices with preview, rollback, variance tracking, and bulk re-pricing.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 887
Technical Name cerevantix_sales_and_invoice_pricelist
LicenseOPL-1
Websitehttps://cerevantix.com
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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