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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?
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
(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
Hi Bryan,
Activate developer mode,
Go to Settings/parameters/company parameters
search for property_product_pricelist
Duplicate any record, remove the ressource (should be empty)
Change the value to the id you want exemple: product.pricelist,2 (2 is the id)
If you don t know the id of your pricelist, go to sells/settings/pricelist and export your list to Excel with the ID
Hope it will answer your question
Works for me! THX
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