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Product Margin Classification

Project description

Beta License: AGPL-3 OCA/margin-analysis Translate me on Weblate Try me on Runbot

This module is designed to extend Sale Price computation in Odoo.

This module add a new model ‘Margin Classifications’ linked to Product variants.

A margin classification has a ‘Profit Margin’ field and extra fields to manage computation method, like in Pricelist Item model (Markup Rate, Rounding and Surcharge fields)

If product has a margin classification defined and the theoretical price is not the same as the sale price, an extra field ‘Theoretical Price’ is displayed, based on the Margin Classification and a button is available to change sale price.

https://raw.githubusercontent.com/OCA/margin-analysis/12.0/product_margin_classification/static/description/product_product_form.png

On the Margin classification Form, user can change computation fields. (Margin, Rounding method, …) Three buttons are available to apply theoretical prices: * to all products, * only for products that are too expensive * only for products that are too cheap

https://raw.githubusercontent.com/OCA/margin-analysis/12.0/product_margin_classification/static/description/margin_classification_form.png

By clicking on the smart buttons on the right part of the form, all the products will be displayed, and user can easily change prices

https://raw.githubusercontent.com/OCA/margin-analysis/12.0/product_margin_classification/static/description/product_product_tree_incorrect_price.png

User can also see easily products with incorrect margins in the margin classification tree views:

https://raw.githubusercontent.com/OCA/margin-analysis/12.0/product_margin_classification/static/description/margin_classification_tree.png

This module use both [Markup](https://en.wikipedia.org/wiki/Markup_(business)) and [Profit Margin](https://en.wikipedia.org/wiki/Profit_margin) concepts.

You could be interested by native Pricelist functionalities, setting sale prices based on Cost prices. The main problem of this design is that sale price change automaticaly when cost price changes, that is not desired in some user cases. For exemple, if you have a shop, you want to changes sale prices when customers is not in the shop, and after having changed labels in the shop.

Table of contents

Configuration

  • Go to : ‘Sale > Configuration > Products > Margin Classifications

  • Create new classifications

  • Set classification to your products

Known issues / Roadmap

  • This module will not work for variants that have a not null price_extra value, due to the poor design of Odoo product module. This issue can be maybe fixed in new version of Odoo.

  • Onchanges features will works properly in the product.product form view. In the product.template form view, user have to save the current changes, to see the proposal of the new price displayed.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • GRAP

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 maintainer:

legalsylvain

This module is part of the OCA/margin-analysis project on GitHub.

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

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