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Pricelists for customer group or segment

By
Kurt Haselwimmer
on 11/19/14, 1:43 AM 1,502 views

It is a very standard requirement to be able to offer different pricing to different types of customers (eg VIP customers, loyalty programs, etc).

Whilst it does seem possible to assign a (single) pricelist to a customer there is no way to use a certain pricelist for a whole customer group, or for that matter to even define a customer group explicitly apart from the flat structure of a partner tags (as is used for contact segmentation).

If we must use tags to define customer group information then is there a way to assign a pricelist to a tag, so that it is used as a default or replacement for the customer defined pricelist.

2
Pierre Lamarche
On 11/20/14, 2:33 PM

Hi,

What I would do for that is to install the module of Serpent CS "mass_editing". It allows you to edit in batch a field for a bunch of partners for example...

So you can segment your partners by giving them a Tag as "VIP Customers"

Call them in a list view, Select them all and use the Mass Editing button you have created with this new module to update their field "Sales Pricelist" to the Price list you want to give them.

P.

 

Pierre, thanks for the suggestion - alas I am trying to run odoo-on-saas. The first stage you describe - tagging of customers, can be done formulaically using contact segmentation. Ideally it would be possible to run a server action that would write a specific pricelist to all the partners with a selected tag.

Hertford Developments Limited, Kurt Haselwimmer
on 11/21/14, 2:19 AM

Hi Kurt, It should be possible indeed. But if you need to have a "walk around", mass_editing is very useful ;) P. PS : please like this comment if you found it usefull.

Savoir-Faire Linux, Pierre Lamarche
on 11/21/14, 4:59 PM

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Asked: 11/19/14, 1:43 AM
Seen: 1502 times
Last updated: 3/16/15, 8:10 AM