Skip to Content
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
This question has been flagged
1 Odgovori
7547 Prikazi
Avatar
Kurt Haselwimmer

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.

Avatar
Opusti
Avatar
Pierre Lamarche
Best Answer

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.

 

Avatar
Opusti
Kurt Haselwimmer
Avtor

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.

Pierre Lamarche

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.