[IMP] pos: update content of the pricelists page

task-3005170

Author: LoredanaLrpz

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

@@ -2,45 +2,122 @@
 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 allows you to adjust product prices based on predefined criteria.
+
+It can be used 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
+=============
+
+To **activate** the pricelist feature, access the :ref:`general PoS app's settings
+<configuration/settings>` and enable :guilabel:`Pricelists` in the :guilabel:`Pricing` section.
+
+Then, select the :ref:`type of pricelist <pricelists/create>` 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.
+
+.. _pricelists/create:
+
+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 to 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 set on a POS order 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 in the
+         pop-up window:
+
+         - :guilabel:`Fixed Price` to attribute another price to the designated product(s).
+         - :guilabel:`Discount` to attribute a discount to the designated product(s).
+         - :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 :doc:`Rounding Method <cash_rounding>` and specify the minimum amount of
+             **margin** over the base price *(optional)*.
+
+      #. 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`
+
+      #. 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
+
+      .. note::
+         Pricelists can be set on a POS order if the conditions are unmet, but the computation will
+         not be applied.
 
-.. image:: pricelists/pricelists_01.png
-   :align: center
+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.
 
-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.
+.. note::
+   - All available pricelists must be in the same currency as the company or the **Sales Journal**
+     set on the selected point of sale.
+   - Changes to the pricelist feature setup affect the entire database and also apply to the
+     :doc:`Sales <../../sales/products_prices/prices/pricing>` and :ref:`eCommerce
+     <multi_website/pricelists>` apps.
 
-.. image:: pricelists/pricelists_02.png
-   :align: center
+Use pricelists
+==============
 
-Go back to your *PoS* settings and add the Happy Hour pricelist to the
-list. You can even choose a default pricelist if needed.
+:ref:`Open a POS session <pos/session-start>`, click the **pricelists** button, and select the
+desired pricelist from the list.
 
-.. image:: pricelists/pricelists_03.png
-   :align: center
+.. image:: pricelists/pricelist-button.png
+   :alt: button to select a pricelist on the pos frontend
 
-From now on, on the *PoS* interface, a new button is available, allowing you to choose
-among the different *pricelists* you added before.
+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.
 
-.. image:: pricelists/pricelists_04.png
-   :align: center
+.. note::
+   Multiple pricelists must be selected for the **pricelist button** to be displayed.
 
 .. seealso::
-   * :doc:`../../sales/products_prices/prices/pricing`
+   - :doc:`../../sales/products_prices/prices/pricing`
+   - :ref:`How to use pricelists in a multi-website environment <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
 ----------