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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
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ODOO'S FUNCTION

Odoo lacked dedicated pricelist options, limiting businesses' ability to offer exclusive pricing and evaluate fixed prices effectively.

CLUEDOO'S FUNCTION

CLuedoo 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.

PRICELIST TEMPLATE

1. Go to Sales > Products > Pricelist Template.  

Create a new pricelist template by clicking on New.

2. Fill in the details. 

Make sure checkbox Pricelist Template is checked. 

Create a pricelist from this template. 


3. A new pricelist will be created with the exact information inherited from template. 

Users can create as many price lists as they need.

PRICELIST DOMAIN

Pricelist Domain is configured for each Pricelist in the Pricelist Domain tab. 

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)

PRICELIST FOR CONTACT

1. Users can also create a dedicated pricelist for a contact by going to Contacts > Select the desired contact > Actions > 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.