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Apply a global rule to all sale order

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module allows configured pricelists to be applied to a sales order by considering cumulative quantities across all lines.

Global by Product Template

If a pricelist rule has a min_quantity = 15, and a sales order contains:

  • Line 1: Variant 1, quantity = 8

  • Line 2: Variant 2, quantity = 8

Global by Product Category

Similarly, if a pricelist rule has a min_quantity = 20 for products within a category, and a sales order includes:

  • Line 1: Product 1, quantity = 10

  • Line 2: Product 2, quantity = 10

In standard Odoo, pricelist rules would not apply since no single line meets the minimum quantity. With this module, however, cumulative quantities across lines allow the pricelist rule to apply, as they meet the minimum threshold (16 in the product template example and 20 in the product category example).

Table of contents

Configuration

  • Go to Sales -> Products -> Pricelist.

  • Create a new Pricelist and add at least one line with the Apply On option set to Global - Product template or Global - Product category

  • Choose the specific product template or category for the rule.

  • Set the computation mode and save

Usage

  • Go to Sales -> Orders -> Quotations.

  • Create a new record and fill the required fields.

  • Choose a Pricelist that has a global rule configured (either by Category or Product).

  • Click the Recompute pricelist global button to update prices according to the specified pricelist rules.

Known issues / Roadmap

  • Implement automatic application of the pricelist whenever changes are made to order lines (such as prices, quantities, etc.) or to the pricelist itself, eliminating the need for manual button clicks.

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

  • Tecnativa

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.

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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