[IMP] pos: update content of the pricelists page

task-3005170

Author: LoredanaLrpz

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

@@ -2,45 +2,118 @@
 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?
-
-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.
-
-Set up Pricelists
+The pricelist feature in Point of Sale allows you to adjust product prices based on predefined
+criteria.
+
+This feature can be employed for a designated duration, like a temporary sale on products within a
+particular PoS category, for specific users, or as a reward when customers meet certain conditions,
+such as a minimum purchase quantity or amount.
+
+Configuration
+=============
+
+Start by **activating** the pricelist feature. To do so, reach the :ref:`general PoS app's settings
+<configuration/settings>` and enable :guilabel:`Pricelists` in the :guilabel:`Pricing` section.
+
+.. note::
+   The feature can already be available in Point of Sale if it was previously enabled in the
+   :doc:`Sales <../../sales/products_prices/prices/pricing>` or :ref:`Website
+   <multi_website/pricelists>` apps.
+
+Then, select the type of pricelist by checking :guilabel:`Multiple prices per product` or
+:guilabel:`Advanced price rules (discounts, formulas)`, save, and click :guilabel:`Pricelists` to
+create new ones or modify existing ones.
+
+.. image:: pricelists/settings.png
+   :alt: enabling the pricelists feature in the general PoS' settings.
+
+.. note::
+   Alternatively, you can go to :menuselection:`Point of Sales --> Products --> Pricelists` to reach
+   the previous screen.
+
+Create pricelists
 =================
 
-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*.
+Click :guilabel:`Create` or select an existing pricelist. The pricelist setup form differs depending
+on the chosen type of pricelist.
+
+.. tabs::
+   .. tab:: Multiple prices per product
+
+      This type of pricelist requires selecting a product for which you can attribute one or
+      multiple other prices. To do so,
+
+      #. click :guilabel:`Add a line` and select a product;
+      #. add conditions such as a specific quantity to reach for the price to change in the
+         :guilabel:`Min. Quantity` column or a determined period during which the pricelist
+         can be applied in the :guilabel:`Start Date` and :guilabel:`End Date` columns;
+      #. filter the pricelist to be set on one specific variant of the selected product in the
+         :guilabel:`Variants` column.
+
+      .. image:: pricelists/multiple-prices.png
+         :alt: setup form of a multiple prices pricelist.
+
+      .. note::
+         - Conditions and filters are optional. You can leave these columns empty to use a pricelist
+           without conditions.
+         - Pricelists can be selected if the conditions are unmet, but the computation will not be
+           applied.
+
+   .. tab:: Advanced price rules
+
+      To set up this type of pricelist, click :guilabel:`Add a line` and select one of the three
+      available computations on the pop-up window:
+
+      - Select :guilabel:`Fixed Price` to attribute another price to the designated product(s).
+      - Select :guilabel:`Discount` to attribute a discount to the designated product(s).
+      - Select :guilabel:`Formula` to compute the prices according to a formula that combines
+        multiple computations:
+
+        - Define what the calculation is based on (the :guilabel:`Sales Price`, the
+          :guilabel:`Cost`, or an :guilabel:`Other Pricelist`.)
+        - Apply a :guilabel:`Discount` and/or add an :guilabel:`Extra Fee`.
+        - Define a :guilabel:`Rounding Method` and specify the minimum amount of **margin**
+          over the base price *(optional)*.
+
+      Then, select the products you want to apply this computation to:
+
+      - :guilabel:`All Products`
+      - a :guilabel:`Product Category`
+      - a specific :guilabel:`Product`
+      - a specific :guilabel:`Product Variant`
+
+      And add conditions such as a specific quantity to reach for the price to change in the
+      :guilabel:`Min. Quantity` field or a specific period of time during which the pricelist can
+      be applied in the :guilabel:`Validity` fields.
+
+      .. image:: pricelists/price-rules.png
+         :alt: setup form to configure an advanced pricelist
 
-.. image:: pricelists/pricelists_01.png
-   :align: center
+      .. note::
+         Pricelists can be selected if the conditions are unmet, but the computation will not be
+         applied.
 
-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.
+Once pricelists are created, go to the :ref:`POS settings <configuration/settings>` and select
+either one pricelist in the :guilabel:`Default Pricelist` field or tick the :guilabel:`Advanced
+Pricelists` checkbox and fill in the :guilabel:`Available` field with all the desired pricelists.
 
-.. image:: pricelists/pricelists_02.png
-   :align: center
+.. note::
+   All available pricelists must be in the same currency as the company or the **Sales Journal** set
+   on the selected point of sale.
 
-Go back to your *PoS* settings and add the Happy Hour pricelist to the
-list. You can even choose a default pricelist if needed.
+Use pricelists
+==============
 
-.. image:: pricelists/pricelists_03.png
-   :align: center
+:ref:`Open a POS session <pos/session-start>`, click the **pricelists** button, and select the
+desired pricelist from the list.
 
-From now on, on the *PoS* interface, a new button is available, allowing you to choose
-among the different *pricelists* you added before.
+.. image:: pricelists/pricelist-button.png
+   :alt: button to select a pricelist on the pos frontend
 
-.. image:: pricelists/pricelists_04.png
-   :align: center
+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 on the
+:guilabel:`Pricelist` field of the :guilabel:`Sales & Purchase` tab.
 
 .. seealso::
-   * :doc:`../../sales/products_prices/prices/pricing`
+   - :doc:`../../sales/products_prices/prices/pricing`
+   - :ref:`multi_website/pricelists`

content/applications/sales/point_of_sale/pricing/pricelists/multiple-prices.png

@@ -257,6 +257,8 @@ Each kit will link each published “virtual” product to the main
 reference managed in your inventory. That way, any item sold from your
 website will be converted into the storable item in the delivery order.
 
+.. _multi_website/pricelists:
+
 Pricelists
 ----------