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✅ How to manage different price lists within the same quotation?

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This question has been flagged
salespricelistsqsmxcalculator
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Norma Giovanna Cuevas Elías (ngce)

Vs: Odoo 18


In this case, we present the following use case, where we are a dealer of cars and toys.


They manage different established prices, based on the product acquisition margins, so they are not governed by the volume to be sold or by assigned discounts.


That said, it is understood that they handle different price lists, each price list with its respective value.


This dealer, depending on the sales agreements, can select a price for each product from the multiple price lists they manage. To be able to use different price lists in the same quotation, the quotation calculator will be used.


How will we do it?


Settings:

Activate Quotation Templates

  • Create our calculator within the template

  • Create products
  • Create Pricelists

💡

TIP: With the help of STUDIO within sales, we will create a new model to which all the rules of the price lists will be listed.

This list will be inserted into the price list quotation template (it is important to check that the field of price is "fixed_price" instead of "price":

Within the quotation calculator, we are going to formulate the following (obviously calling the corresponding fields):

💡

=IFERROR(INDEX('Pricelist (List #2)'!C:C;MATCH(1;('Pricelist (List #2)'!A:A=I2)*('Pricelist (List #2)'!B:B=A2);0)))

So when in the quotation when we enter to the quotation calculator and in the Price List Selection column, we select one of our multiple price lists, the price from the respective list will be entered in the new price column.

BEFORE

SELECT LIST PRICE PER LINE

AFTER


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