Pricelist template & domain

https://www.cluedoo.com/web/image/product.template/6340/image_1920?unique=2d729ff

allow businesses to assign dedicated pricelists to specific customers, ensuring personalized and exclusive pricing for better control and clarity

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

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Pricelist template & domain

allow businesses to assign dedicated pricelists to specific customers, ensuring personalized and exclusive pricing for better control and clarity

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

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.