Help

2

How do you set a default pricelist when creating a customer in odoo 10?

Avatar
Bryan

I have Specific prices per customer segment, currency, etc. set. When a customer is created I would like a default pricelist to
be allocated to that customer.

I have tried to set the default value in Technical->Actions->User defined defaults with 

property_product_pricelist

Model Name res.partner

Default value or action reference = 1

But not working. Any Ideas?


Avatar
Discard
1 Answer
1
Avatar
Cameron
Best Answer

I can confirm the option to set default pricelist in customer form view does not exist

> Developer Mode > Customer form view > Set Defaults > No option to set default pricelist

A bit of a work around

(this may be the reason you cannot set the default in res.partner....I do not know :( )

Set the default pricelist in Sales Orders...

> Developer Mode > Sales > Orders > Sales Orders > Select a sale > Open Developer Tools > Set Defaults
> Default... set to Pricelist = ....... > Condition... "Blank" > All Users > Save Default

This value gets over written when the value is set in the partner


Avatar
Discard