We know that in the contact form, it's possible to choose a delivery method for a specific contact. This allows that contact, once logged into the e-commerce site, to see their personalized delivery prices and options. But what if a business needs to offer more than one delivery option?
Many companies serve both B2B and B2C clients, and often, delivery pricing differs between the two. However, Odoo by default does not allow you to restrict or differentiate delivery methods per customer type. This means that without applying the following solution, a client in the portal would be able to see both B2B and B2C delivery methods, and naturally choose the cheaper one—potentially leading to incorrect pricing and lost margin.
Let’s look at a specific example:
Imagine a client has two delivery methods available: Express and Standard. Both methods are available to B2B and B2C customers, but with different pricing. In the e-commerce store, the client must be able to choose between the two options, with pricing that adapts to the customer type. How can we implement this?
Here’s how:
1. Create Two Delivery Methods
Set up two delivery methods: Express and Standard. Link each method to a corresponding delivery product, as shown in the example below (pricing doesn’t matter at this stage):
2. Create two pricelistes
Create two separate pricelists: one for B2B customers and one for B2C. Assign the appropriate prices for each delivery product within the respective pricelists. These pricelists can also include other products or rules, depending on your needs.
3. Assign the Correct Pricelist to the Customer
Go to the contact form and assign the appropriate pricelist (B2B or B2C) to each customer.
4. Publish the Delivery Methods
Finally, make sure both delivery methods are published so they are visible and selectable in the e-commerce platform.
This setup ensures clients see only the correct prices for delivery based on their type. It can also be expanded with additional rules or logic to support more complex business needs.
