Proforma on transfer
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-inv-0017-proforma-on-transfer-6551$ 151.54
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 709 |
| Technical Name |
fal_proforma_on_transfer |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-inv-0017-proforma-on-transfer-6551 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 709 |
| Technical Name |
fal_proforma_on_transfer |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-inv-0017-proforma-on-transfer-6551 |
ODOO'S FUNCTION
By default, Odoo’s Sales module allows users to create Sales Orders and set prices based on pricelists, but it does not provide a mechanism to dynamically adjust prices by comparing the unit price in Sales Order Line (SOL) with the product’s cost and applying a specific pricelist (e.g., SAV Pricelist) when the SOL price is lower than the cost.
CLUEDOO'S FUNCTION
This CLuedoo module i ntroduces a settings to enable sales price checking of product to its cost and applying the specific pricelist for sales price that is lower than the cost.
You can configure a checkbox in Settings to enable the SAV Pricelist , allowing users to select a custom pricelist for dynamic pricing in Sales Orders.
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Automatically adjusts Sales Order Line (SOL) prices based on the rule.
- Links Proforma Invoices to delivery transfers, ensuring accurate pricing is reflected when printing from the transfer.
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Go to Sales > Product > Pricelist > set your pricelist rule (e.g SAV Pricelist).
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Note: cost price is taken from the cost defined on product form. |
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Go to Settings > tick "ProForma on Transfer" option > tick "Using Default SAV Pricelist" option > choose the SAV pricelist you created previously. |
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Create SO and choose SAV pricelist > add products > fill the price.
For example:
2. Cable management box (in Cat: Furniture/ Office) has SOL < product cost (65 < 90) but the proforma invoice take SOL price = 60 > so proforma invoice take SAV pricelist instead = 100. 3. Product type service won't be printed in Proforma |
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Confirm SO > Go to transfers > Fill in quantity > validate transfer > print Proforma > check the price
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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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