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Pricelist Inheritance

Product Categories レベルで Pricelist を管理可能にする
85.91 € 85.91 € (税抜)
US$ 100.00 (税抜)

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30日間返金保証
配送: 2-3 営業日内


ODOOの機能

Odoo では、child partner の pricelist は parent partner から継承され、child contacts の特定の pricelist を選択する機能が制限されています。Odoo はまた、個別の pricelist ラインの Archive 機能を提供していません。古い pricelist を非表示にするには、ユーザーは無効化または削除する必要があり、これは履歴の損失や設定エラーにつながる可能性があります。

CLUEDOOの機能

In Cluedoo, users can easily choose a specific pricelist for child contacts and Sales orders for child partner customers automatically use the child partner's pricelist. Cluedoo introduces the Archive feature for each pricelist line, allowing users to instantly hide obsolete rates without deleting them. This maintains a clean, active-only workspace for sellers while safely preserving the entire pricing history, which remains accessible anytime via filters.

CONFIGURATION


We can set different pricelists for child partner and parent partner.

I.e: Set pricelist for parent partner (Azure Interior) as EUR.

2. Set pricelist for child partner (Brandon Freeman) as Christmas (USD).

USAGE


1. When we create a sales order with child partner customer, the chosen pricelist is automatically applied


ARCHIVE PRICELISTS 

Action:

Action:
Go to Sales > Pricelists > Choose one pricelist > Click on the gear button 'Actions' > Click Archive.

Result: The line is hidden from the active list. 

Note: User still can find the archived price list line through the filter 'Archived' or Custom Filter 'Active' 'is not set'. 

This function's also applied for Purchase Orders.





2. If one price list line is archived, this price cannot be applied in Sales Orders Line anymore. 
E.g in Sales Orders:

  • Pricelists 'default' set product Camera with price = 50 $
  • Pricelists 'default 2' set product Camera with proce = 40 $
  • Default 2 をアーカイブし、default はアーカイブしない 

Result: when fill in the product Camera in Sales Orders Line, the product will take the unit price = 50 

E.g in Purchase Orders:

  • 特定の製品とパートナーの価格を設定 
  • Create PO, fill in this product > User can still see the set up price

  • Then, Archive the pricelist > Create a new Purchase Order with this product > User cannot see the previous set up price.

ARCHIVE OUTDATED VENDOR PRICELISTS (since v19)

Under Purchase tab in the Product Template, fill in the End Date for some pricelists.

Go to Settings > Scheduled Actions > Acivate the Archive Obsolete Vendor Pricelists action.

Product TemplatePurchase タブで、今日より前の End Date を持つ priceline は自動的に非表示になります。 

Expired pricelines can be found in Vendor Pricelists > Filter 'Archived'.