[IMP] pos: update content of the pricelists page

task-3005170

Author: LoredanaLrpz

content/applications/sales/point_of_sale/pricing/pricelists.rst

@@ -2,45 +2,130 @@
 Pricelists
 ==========
 
-You probably know the concept of happy hour: during a certain period of
-time, the barman gives a discount on some drinks (usually 50% off or a
-buy one get one free). When the period is over, prices go back to
-normal. But how does that relate with Odoo?
+Pricelists allow you to adjust product prices depending on various criteria automatically. For
+example, you can set POS-specific prices, create temporary discount periods, reward specific
+customers, or offer discounts when set quantities are ordered.
 
-In Odoo, you can set up happy hours. It’s one of the many possible uses
-of *Pricelists*. Those *Pricelists* allow the creation of
-multiple prices for the same product: a regular one and a special one
-for happy hours. Available in the *PoS* app, those are really
-convenient.
+.. _pricelists/configuration:
 
-Set up Pricelists
-=================
+Configuration
+=============
 
-To set up a *Pricelist*, go to :menuselection:`Point of Sale --> Configuration --> Configuration`
-and enable the *Pricelist* feature. Then, go to :menuselection:`Point of Sale --> Configuration
---> Point of Sale` and enable *Pricelist* for the *PoS*.
+Navigate to the :ref:`general POS app settings <configuration/settings>` and ensure
+:guilabel:`Flexible Pricelists` are enabled under the :guilabel:`Pricing` section.
 
-.. image:: pricelists/pricelists_01.png
-   :align: center
+:ref:`Multiple prices per product <pricelists/simple>` is the default pricelist option for setting
+simple fixed price rules per product. Select :ref:`Advanced price rules (discounts, formulas)
+<pricelists/advanced>` to apply price rules to multiple products at once and to compute prices
+dynamically using percentage discounts or more complex formulas in addition to setting fixed prices.
 
-Now, you can create *Pricelists* by clicking on the *Pricelists* link.
-Then, set it up by choosing the product category you want to include in your happy hour
-and the discount.
+.. image:: pricelists/settings.png
+   :alt: Enabling pricelists in the general P0S settings
 
-.. image:: pricelists/pricelists_02.png
-   :align: center
+.. note::
+   The selected pricelist type applies to the entire database, including the :doc:`Sales
+   <../../sales/products_prices/prices/pricing>` and :ref:`eCommerce <ecommerce/pricelists>`
+   apps.
 
-Go back to your *PoS* settings and add the Happy Hour pricelist to the
-list. You can even choose a default pricelist if needed.
+.. _pricelists/create:
 
-.. image:: pricelists/pricelists_03.png
-   :align: center
+Create pricelists
+-----------------
 
-From now on, on the *PoS* interface, a new button is available, allowing you to choose
-among the different *pricelists* you added before.
+Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click :guilabel:`New` or
+select an existing pricelist. The pricelist setup differs depending on the :ref:`selected pricelist
+option <pricelists/configuration>`.
 
-.. image:: pricelists/pricelists_04.png
-   :align: center
+.. _pricelists/simple:
+
+Multiple prices per product
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When pricelists are configured to use the :guilabel:`Multiple prices per product` option, it is
+possible to use multiple fixed prices for different products or their variants depending, if
+necessary, on one or several conditions. To add a new price rule to a pricelist:
+
+#. Click :guilabel:`Add a line`, and select a **product** and its **variant** if needed.
+#. Add the condition(s):
+
+   - a product quantity to be reached by using the :guilabel:`Min. Quantity` column;
+   - a determined period during which the pricelist is applied by using the :guilabel:`Start Date`
+     and :guilabel:`End Date` columns.
+
+#. Add the :guilabel:`Price` to be applied when the conditions are met (if any).
+
+.. image:: pricelists/multiple-prices.png
+   :alt: Setup form of a multiple prices pricelist
+
+.. _pricelists/advanced:
+
+Advanced price rules
+~~~~~~~~~~~~~~~~~~~~
+
+When pricelists are configured to use the :guilabel:`Advanced price rules (discounts, formulas)`
+option, it is possible to use percentage discounts/mark-ups and formulas in addition to using fixed
+prices. To add a new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up windows:
+
+#. Select a :guilabel:`Computation` method:
+
+   - :guilabel:`Fixed Price` to set a new fixed price (similarly to the :guilabel:`Multiple prices
+     per product` option).
+   - :guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or mark-up (e.g.,
+     `-10.00` %).
+   - :guilabel:`Formula` to compute the price according to a formula. It is required to define what
+     the calculation is **based on** (:guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other
+     Pricelist`). You can then:
+
+     - Apply a percentage :guilabel:`Discount` or mark-up.
+     - Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount (e.g., $ `-5.00`).
+     - Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after
+       :guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra Fee` is applied
+       afterward.
+
+       .. example::
+          To have the final price end with `.99`, set the :guilabel:`Rounding Method` to `1.00` and
+          the :guilabel:`Extra Fee` to `-0.01`.
+
+     - Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit
+       :guilabel:`Margins` for computations based on :guilabel:`Cost`.
+
+#. Select on which product(s) the price rule should be **applied**:
+
+   - :guilabel:`All Products`
+   - a :guilabel:`Product Category`
+   - a :guilabel:`Product`
+   - a :guilabel:`Product Variant`
+
+#. Add conditions, such as a specific quantity to reach for the price to change by using the
+   :guilabel:`Min. Quantity` field or a specific period during which the pricelist should be
+   applied by using the :guilabel:`Validity` fields.
+
+.. image:: pricelists/price-rules.png
+   :alt: Setup form to configure an advanced pricelist
+
+Select pricelists
+-----------------
+
+Go to the :ref:`specific POS settings <configuration/settings>` and add all the available
+pricelists in the :guilabel:`Available` field. Then, set its **default pricelist** in the
+:guilabel:`Default` field.
+
+When you :ref:`open a POS session <pos/session-start>`, click the **pricelists** button, and select
+the desired pricelist from the list.
+
+.. image:: pricelists/pricelist-button.png
+   :alt: Button to select a pricelist on the POS frontend
+
+.. note::
+   - Multiple pricelists must be selected for the **pricelist button** to be displayed.
+   - If a pricelist is selected on a POS order while its conditions are **not** met, the price will
+     **not** be adjusted.
+
+.. tip::
+   You can also set a pricelist to be selected automatically once a specific :ref:`customer is set
+   <pos/customers>`. To do so, go to the customer form and switch to the preferred pricelist in the
+   :guilabel:`Pricelist` field of the :guilabel:`Sales & Purchase` tab.
 
 .. seealso::
-   * :doc:`../../sales/products_prices/prices/pricing`
+   - :doc:`../../sales/products_prices/prices/pricing`
+   - :ref:`How to use pricelists in an ecommerce environment <ecommerce/pricelists>`