How to adapt your prices to your customers and apply discounts - Odoo 13.0

Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc.

As pricelists only suggest prices, they can be overridden by vendors completing sales orders. Choose your pricing strategy from Sales ‣ Settings.

Several prices per product

To apply several prices per product, select Different prices per customer segment in Sales ‣ Settings. Then open the Sales tab in the product detail form. You can settle following strategies.

Prices per customer segment

Create pricelists for your customer segments: e.g. registered, premium, etc.

The default pricelist applied to any new customer is Public Pricelist. To segment your customers, open the customer detail form and change the Sale Pricelist in the Sales & Purchases tab.

Temporary prices

Apply deals for bank holidays, etc. Enter start and end dates dates.

Prices per minimum quantity

Discounts, margins, roundings

Advanced pricing based on formula allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars).

Once installed go to Sales ‣ Configuration ‣ Pricelists (or Website Admin ‣ Catalog ‣ Pricelists if you use e-Commerce).

Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities.

There are 3 modes of computation: fix price, discount & formula.

Here are different price settings made possible thanks to formulas.

Discounts with roundings

e.g. 20% discounts with prices rounded up to 9.99.

Costs with markups (retail)

e.g. sale price = 2*cost (100% markup) with $5 of minimal margin.

Prices per country

Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Odoo takes the first pricelist without any country group.

The default pricelist can be replaced when creating a sales order.

Compute and show discount % to customers

In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:

  • Check Allow discounts on sales order lines in Sales ‣ Configuration ‣ Settings ‣ Quotations & Sales ‣ Discounts.
  • Apply the option in the pricelist setup form.