Overview

Wizard that refreshes prices on many sale orders at once, without leaving the records that drive the update. Launch it from any of the following entry points:

• a Product (product.template) — finds sale orders that contain any variant of that product.
• a Variant (product.product) — finds sale orders that contain that exact variant.
• a Purchase Order (purchase.order) — finds sale orders that contain any product appearing in the purchase order lines.
• a Pricelist (product.pricelist) — finds sale orders attached to that pricelist.
• Standalone menu: Sales → Orders → Update Sale Prices. Launches the wizard with no source preselected; the user picks the source model and record inside the wizard.

Configuration

No configuration is required after installation. Users with the standard Sales / User permission (sales_team.group_sale_salesman) automatically see the Update Sale Prices entry in the Action menu of each supported model and in the Sales > Orders main menu.

Usage

1. Open a record on one of the four supported models (or just open the menu entry under Sales > Orders for the standalone flow).
2. Open the Action menu and click Update Sale Prices (or click the menu item directly).
3. Adjust the wizard filters:
   • Source — pre-filled when launched from a record's Action menu, or selectable when launched from the standalone menu. Pick the model and the specific record.
   • Sale Order State — by default only Quotation (draft) and Quotation Sent are included; tick Sales Order (confirmed) or Cancelled to extend the scope.
   • Only expired quotations — limit to sale orders whose validity date has passed.
   • Preview new prices — when on (the default), the search step also simulates the price recompute for each matching order so the preview can show the projected total alongside the current total. Disable on very large volumes if the simulate phase is too slow; the actual price update still runs when you confirm.
   • Salesperson / Sales Team — both optional; leaving them empty applies no filter on those fields.
   • Company Scope — defaults to the current company; tick Include child companies to also include subsidiaries.
4. Click Search. The wizard switches to a preview list showing the matching sale orders. With Preview new prices enabled, each row shows both the Current Total and the Projected Total — the latter coloured green when prices would go up, red when prices would go down, and the default colour when there is no change.
5. Review the list. Use the trash icon on any row to exclude that order from the operation. Click Back to filters to refine and search again.
6. Click Update Prices. The wizard calls action_update_prices() on each remaining sale order — the same method as the per-order Update Prices button — and posts a message in each order's chatter recording the source model and the filters used. The wizard then navigates to a sale orders list filtered to exactly the updated records so you can spot-check.

Projected total simulation

When Preview new prices is enabled, each candidate sale order goes through a non-destructive simulation:

1. A database savepoint is taken.
2. action_update_prices() runs on the order, updating pricelist items, unit prices, discounts and taxes in-memory.
3. The resulting amount_total is captured.
4. The savepoint is rolled back and the ORM cache is invalidated — the database row stays exactly as it was before the search.

The captured total is stored on the wizard line as Projected Total. The simulation is per-order so the cost scales linearly with the number of matches; on very large hit lists, disable the preview to skip the simulation.

Audit trail

Every updated sale order receives a chatter entry of the form:

Sale order prices recomputed via the Bulk Sale Price Update wizard.
Triggered from: <source label>
Filters applied: States: ...; Salesperson: ...; Sales Team: ...; Companies: ...

This makes the bulk operation traceable from each affected order, even months later.