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| 1 | +========================== |
| 2 | +Sale pricelist global rule |
| 3 | +========================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:b93829a100ce8864f9f399ba2bf2c998544d9a7b00d3555405045eaebe3f4cd4 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/sale-workflow/tree/16.0/sale_pricelist_global_rule |
| 21 | + :alt: OCA/sale-workflow |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_pricelist_global_rule |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=16.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module allows configured pricelists to be applied to a sales order |
| 32 | +by considering cumulative quantities across all lines. |
| 33 | + |
| 34 | +**Global by Product Template** |
| 35 | + |
| 36 | +If a pricelist rule has a min_quantity = 15, and a sales order contains: |
| 37 | + |
| 38 | +- Line 1: Variant 1, quantity = 8 |
| 39 | +- Line 2: Variant 2, quantity = 8 |
| 40 | + |
| 41 | +**Global by Product Category** |
| 42 | + |
| 43 | +Similarly, if a pricelist rule has a min_quantity = 20 for products |
| 44 | +within a category, and a sales order includes: |
| 45 | + |
| 46 | +- Line 1: Product 1, quantity = 10 |
| 47 | +- Line 2: Product 2, quantity = 10 |
| 48 | + |
| 49 | +In standard Odoo, pricelist rules would not apply since no single line |
| 50 | +meets the minimum quantity. With this module, however, cumulative |
| 51 | +quantities across lines allow the pricelist rule to apply, as they meet |
| 52 | +the minimum threshold (16 in the product template example and 20 in the |
| 53 | +product category example). |
| 54 | + |
| 55 | +**Table of contents** |
| 56 | + |
| 57 | +.. contents:: |
| 58 | + :local: |
| 59 | + |
| 60 | +Configuration |
| 61 | +============= |
| 62 | + |
| 63 | +- Go to Sales -> Products -> Pricelist. |
| 64 | +- Create a new Pricelist and add at least one line with the Apply On |
| 65 | + option set to Global - Product template or Global - Product category |
| 66 | +- Choose the specific product template or category for the rule. |
| 67 | +- Set the computation mode and save |
| 68 | + |
| 69 | +Usage |
| 70 | +===== |
| 71 | + |
| 72 | +- Go to Sales -> Orders -> Quotations. |
| 73 | +- Create a new record and fill the required fields. |
| 74 | +- Choose a Pricelist that has a global rule configured (either by |
| 75 | + Category or Product). |
| 76 | +- Click the **Recompute pricelist global** button to update prices |
| 77 | + according to the specified pricelist rules. |
| 78 | + |
| 79 | +Known issues / Roadmap |
| 80 | +====================== |
| 81 | + |
| 82 | +- Implement automatic application of the pricelist whenever changes are |
| 83 | + made to order lines (such as prices, quantities, etc.) or to the |
| 84 | + pricelist itself, eliminating the need for manual button clicks. |
| 85 | + |
| 86 | +Bug Tracker |
| 87 | +=========== |
| 88 | + |
| 89 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_. |
| 90 | +In case of trouble, please check there if your issue has already been reported. |
| 91 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 92 | +`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_pricelist_global_rule%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 93 | + |
| 94 | +Do not contact contributors directly about support or help with technical issues. |
| 95 | + |
| 96 | +Credits |
| 97 | +======= |
| 98 | + |
| 99 | +Authors |
| 100 | +------- |
| 101 | + |
| 102 | +* Tecnativa |
| 103 | + |
| 104 | +Contributors |
| 105 | +------------ |
| 106 | + |
| 107 | +- `Tecnativa <https://www.tecnativa.com>`__ |
| 108 | + |
| 109 | + - Pedro M. Baeza |
| 110 | + - Carlos López |
| 111 | + |
| 112 | +Maintainers |
| 113 | +----------- |
| 114 | + |
| 115 | +This module is maintained by the OCA. |
| 116 | + |
| 117 | +.. image:: https://odoo-community.org/logo.png |
| 118 | + :alt: Odoo Community Association |
| 119 | + :target: https://odoo-community.org |
| 120 | + |
| 121 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 122 | +mission is to support the collaborative development of Odoo features and |
| 123 | +promote its widespread use. |
| 124 | + |
| 125 | +This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_pricelist_global_rule>`_ project on GitHub. |
| 126 | + |
| 127 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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