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Lock price or discount edition depending on pricelist items

Project description

Odoo Community Association

Sale line locking by pricelist

Alpha License: LGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module allows to lock price edition based on the applied pricelist rule scope.

Table of contents

Use Cases / Context

Sometimes we want to avoid that salesmen are able to modify prices that are fixed and negociated with the customer in advance.

Configuration

In order to configure the prices lock scope, go to the pricelist you want to configure or create a new one from Sales > Products > Pricelists.

Now, in the Configuration tab, you can set the scope on the field *Lock product prices applied on. The possible options are:

  • All products: any rule will lock the price. Very restrictive.

  • Product category: all the rules applied on product category, product or variants will lock the price.

  • Product: all the rules applied on product or variants will lock the price.

  • Product variant: only the rules applied on variants will lock the price.

For this example, we’ll choose the Product scope.

Then, in the price rules, we’ll add a fixed price of 80 to be applied on the product FURN_5555. Save and close and go to the Usage section to test it in the sales order.

Usage

To use this module, you need to log in as a salesman (i.e.: demo user), as sales manager won’t be locked. Then:

  1. Create a new sales order.

  2. Chose the pricelist we configured before.

  3. Add the product FURN_5555: you’ll see that the price unit is locked.

  4. Add another product: the price unit can be edited for that line.

  5. Change the pricelist: now you can edit the price for FURN_5555 again.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

chienandalu rafaelbn

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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