Pricelist template & domain
allow businesses to assign dedicated pricelists to specific customers, ensuring personalized and exclusive pricing for better control and clarity
Pricelist template & domain
allow businesses to assign dedicated pricelists to specific customers, ensuring personalized and exclusive pricing for better control and clarity
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo lacked dedicated pricelist options, limiting businesses' ability to offer exclusive pricing and evaluate fixed prices effectively.
CLUEDOO'S FUNCTIONS
This enhancement allows users to mark pricelists as dedicated, ensuring exclusive pricing and conditions for individual customers. With this feature, businesses gain greater control over pricing strategies, offering personalized pricing while maintaining clarity and consistency in operations.
RECOMMENDATION
Install Cluedoo's Dedicated Pricelists feature for exclusive pricing tailored to individual customers and better evaluation of fixed prices.
HOW TO USE THIS MODULE
Pricelist template
1.
To access Pricelist Template, go to Sale -> Products -> Pricelist Template.
Create a new pricelist template by clicking on "New".
2.
Fill in the details.
Note: please make sure checkbox "Pricelist Template" is checked.
Create a Pricelist from this template.
3.
A new pricelist will be created with exact information inherited from template.
Users can create as many pricelists
Pricelist Domain
Pricelist Domain is configured for each Pricelist in Domain tab.
In this, users can define as many rules as possible.
After configuring the Pricelist Domain, this particular pricelist will only be available for the records shown (i.e: 6 records).
Creating Pricelist for each contact
1.
Users can also create a dedicated pricelist for a contact.
Go to Contact -> select desired contact -> Action -> create pricelist.
2.
Select a pricelist template to create a pricelist for the contact.
3.
Once created, the pricelist will be set as the default pricelist for the contact.