[IMP] ecommerce/prices: update prices page
task-3711225 closes odoo/documentation#14937 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com> Signed-off-by: Larissa Manderfeld (lman) <lman@odoo.com>
@@ -118,6 +118,8 @@ Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sal
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The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a
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:guilabel:`Fiscal Position` from the drop-down menu.
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.. _essentials/contacts/sales-section:
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Sales section
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~~~~~~~~~~~~~
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@@ -79,22 +79,6 @@ For the purpose of this documentation, we will use the above use case:
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- but we want to sell it at 10€, tax included, in our shops or eCommerce website
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.. _b2b_b2c/ecommerce:
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eCommerce
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---------
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If you only use B2C or B2B prices on your website, simply select the appropriate setting in the
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**Website** app settings.
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If you have both B2B and B2C prices on a single website, please follow these instructions:
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#. Activate the :ref:`developer mode <developer-mode>` and go to :menuselection:`General Settings
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--> Users & Companies --> Groups`.
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#. Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`.
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#. Under the :guilabel:`Users` tab, add the users requiring access to the price type. Add B2C users
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in the B2C group and B2B users in the B2B group.
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Setting your products
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---------------------
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@@ -24,7 +24,7 @@ dynamically using percentage discounts or more complex formulas in addition to s
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.. note::
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The selected pricelist type applies to the entire database, including the :doc:`Sales
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<../../sales/products_prices/prices/pricing>` and :ref:`eCommerce <ecommerce/pricelists>`
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<../../sales/products_prices/prices/pricing>` and :ref:`eCommerce <ecommerce/prices/pricelists>`
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apps.
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.. _pricelists/create:
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@@ -128,4 +128,4 @@ the desired pricelist from the list.
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.. seealso::
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- :doc:`../../sales/products_prices/prices/pricing`
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- :ref:`How to use pricelists in an ecommerce environment <ecommerce/pricelists>`
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- :ref:`How to use pricelists in an ecommerce environment <ecommerce/prices/pricelists>`
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@@ -15,6 +15,8 @@ To begin using discount and loyalty programs, navigate to :menuselection:`Sales
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Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save
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the changes.
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.. _sales/products/loyalty-programs:
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Configure discount and loyalty programs
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=======================================
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@@ -159,6 +159,8 @@ and :guilabel:`...per Unit` fields to ensure all the auto-populated information
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example, if the main currency is set to `USD`, the columns are titled :guilabel:`Unit per USD`
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and :guilabel:`USD per Unit`.
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.. _sales/products/currencies/currency-specific-pricelists:
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Currency-specific pricelists
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============================
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@@ -9,6 +9,8 @@ time periods, etc., and is useful for creating pricing strategies and optimizing
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Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing
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strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order.
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.. _sales/products/pricelist-configuration:
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Configuration
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=============
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@@ -199,26 +201,10 @@ Lastly, configure a :guilabel:`Price` for the rental rule in the respective colu
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.. image:: pricing/sales-pricelist-rental.png
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:alt: The rental tab in a pricelist configuration form.
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Ecommerce Tab
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-------------
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.. seealso::
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:doc:`Ecommerce price configuration </applications/websites/ecommerce/products/prices>`
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Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an
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:doc:`Ecommerce website <../../../../websites/ecommerce/products>`.
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To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field.
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The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist.
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Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code`
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field.
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Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for customers
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to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers **cannot**
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select this pricelist for themselves.
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Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type
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in the desired promo code that, when entered during the checkout process, applies the pricelist to
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the customer, even if the customer does not fall into the previously-specified criteria.
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.. _sales/products/customer-pricelist-application:
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Customer pricelist application
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==============================
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@@ -285,4 +271,4 @@ rule on a fresh form.
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.. seealso::
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- :doc:`/applications/sales/sales/products_prices/prices/currencies`
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- :doc:`/applications/websites/ecommerce/products/price_management`
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- :doc:`/applications/websites/ecommerce/products/prices`
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@@ -224,6 +224,8 @@ column.
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Similar product variant creation processes are accessible through the Purchase, Inventory, and
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eCommerce applications.
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.. _products/variants/configure-variants:
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Configure variants
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------------------
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@@ -48,12 +48,8 @@ redirects users to the default contact form.
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Removing the ability to add products to the cart is often used by businesses that want to display
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an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).
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To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the
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:guilabel:`eCommerce` section, enable :guilabel:`Prevent Sale of Zero Priced Product`, and enter
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the redirect URL in the :guilabel:`Button URL` field.
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Then, for all products that should display the :guilabel:`Contact Us` button, set their price to
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`0` using the product form or a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`.
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To display the :guilabel:`Contact Us` button and a note saying `Not Available For Sale` , you need
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to :ref:`hide your prices <ecommerce/prices/hide-prices>` on your product page.
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.. image:: checkout/cart-contact-us.png
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:alt: Contact us button on product page
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@@ -56,7 +56,7 @@ Linking Odoo to GMC
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.. important::
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To activate the :abbr:`GMC (Google Merchant Center)` integration in your Odoo database, at least
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one :ref:`pricelist <ecommerce/pricelists>` must be assigned to your website.
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one :ref:`pricelist <ecommerce/prices/pricelists>` must be assigned to your website.
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#. Navigate to :menuselection:`Website --> Configuration --> Settings`, scroll to the
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:guilabel:`SEO - Search Engine Optimization` section, and enable
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@@ -106,8 +106,8 @@ Currencies
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It is also possible to create different feeds for different currencies, which allows customers
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to view prices in their local currency. To enable this feature, create a :ref:`pricelist
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<ecommerce/pricelists>` with the foreign currency in Odoo. Then, go to the :guilabel:`Products` tab
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in :abbr:`GMC`, click :guilabel:`Manage
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<ecommerce/prices/pricelists>` with the foreign currency in Odoo. Then, go to the
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:guilabel:`Products` tab in :abbr:`GMC`, click :guilabel:`Manage
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product sources`, and choose a :guilabel:`Products source`. Navigate to the
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:guilabel:`Data source setup` tab, click :guilabel:`Show advanced options`, and choose a
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:guilabel:`Currency`.
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@@ -86,6 +86,8 @@ tab, scroll down to the :guilabel:`Ecommerce description` section, and add a des
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.. tip::
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Click the :guilabel:`Go to Website` smart button to return to the frontend product's page.
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.. _ecommerce/products/product-presentation:
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Product presentation
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--------------------
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@@ -120,7 +122,7 @@ Use the :guilabel:`Customize` tab to modify the page layout or add features:
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they want to purchase.
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- :guilabel:`Tax Indication`: Toggle the switch to indicate if the price is
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:ref:`VAT included or excluded <ecommerce-price-management-tax-display>`.
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:ref:`VAT included or excluded <ecommerce/prices/taxes>`.
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- :guilabel:`Variants`: Show all possible product :ref:`variants
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<ecommerce/products/product-variants>` vertically as a :guilabel:`Products List`
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@@ -392,5 +394,5 @@ Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` sect
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:titlesonly:
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products/catalog
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products/price_management
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products/prices
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products/cross_upselling
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@@ -1,201 +0,0 @@
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================
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Price management
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================
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Odoo offers multiple options to select the prices displayed on a website, as well as
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condition-specific prices based on set criteria.
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Taxes
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=====
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Tax configuration
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-----------------
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To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the
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**product template** or use :doc:`fiscal positions
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</applications/finance/accounting/taxes/fiscal_positions>`.
|
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.. seealso::
|
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- :doc:`/applications/finance/accounting/taxes`
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- :doc:`/applications/finance/accounting/taxes/avatax`
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- :doc:`/applications/finance/accounting/taxes/fiscal_positions`
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.. _ecommerce-price-management-tax-display:
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Tax display
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-----------
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Choosing the displayed price tax usually depends on a country's regulations or the type of customers
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**(B2B vs. B2C)**. To select the type of price displayed, go to :menuselection:`Website -->
|
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Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` category, and select
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:guilabel:`Tax Excluded` or :guilabel:`Tax Included`.
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- :guilabel:`Tax Excluded`: the price displayed on the website is **tax-excluded**, and the tax is
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computed at the cart-review step;
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- :guilabel:`Tax Included`: the price displayed on the website is **tax-included**.
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.. note::
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This setting is website specific, and therefore can be altered for each website within a
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database.
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To display the type of pricing next to the product price, navigate to :menuselection:`Website -->
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Site --> Homepage --> Shop`, select a product, then click :guilabel:`Edit` and, in the
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:guilabel:`Customize` tab, enable :guilabel:`Tax Indication`.
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.. image:: price_management/price-tax-display-type.png
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:alt: Tax type displayed on the product page.
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.. seealso::
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:doc:`/applications/finance/accounting/taxes/B2B_B2C`
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Price per unit
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==============
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It is possible to display a :doc:`price per unit
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<../../../inventory_and_mrp/inventory/product_management/configure/uom>` on the product page. To do
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that, go to :menuselection:`Website --> Configuration --> Settings` and enable :guilabel:`Product
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Reference Price` under the :guilabel:`Shop - Products` section. When enabled, ensure an amount is
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set in the :guilabel:`Base Unit Count` field of the product template, and in the :guilabel:`Sales
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Price` field.
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.. image:: price_management/price-cost-per-unit.png
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:alt: Cost per unit pricing on the product template.
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The price per unit of measure can be found above the :guilabel:`Add to Cart` button on the product
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page.
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.. image:: price_management/price-cost-per-unit-page.png
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:alt: Cost per unit pricing on the product page.
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.. note::
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Pay attention that having the price per unit may be **mandatory** in some countries.
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.. seealso::
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:doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`
|
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.. _ecommerce/pricelists:
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Pricelists
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==========
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Pricelists are the primary tool to manage prices on an eCommerce website. They make it possible to
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define website-specific prices - different from the price on the product template - based on the
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country group, currency, minimum quantity, period, or variant.
|
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.. seealso::
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:doc:`/applications/sales/sales/products_prices/prices/pricing`
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Understanding default pricelists
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--------------------------------
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The concept of a default pricelist in Odoo depends on the application being used. In the **Sales**
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app, a customer's default pricelist is determined by their contact profile. If a pricelist is
|
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manually assigned to a contact, the pricelist becomes their default. If no pricelist is assigned,
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the default is the first pricelist listed.
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In the **eCommerce** app,the default pricelist is assigned at the website level. However, it is
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influenced by the user's login status and country group settings.
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How pricelists are applied in eCommerce
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---------------------------------------
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If a portal user has a specific pricelist assigned to their contact profile, that pricelist is
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applied to their purchase. However, if that pricelist is **not** assigned to the website they are
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visiting, the user sees the website's default pricelist.
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.. note::
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The default website pricelist is the first available pricelist assigned to a website, without the
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country group setting configured.
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Public, non-logged in users, see the website's default pricelist.
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If a pricelist includes a country group, Odoo checks the visitor's IP address and applies the
|
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corresponding pricelist. If a visitor has a pricelist assigned in their contact profile, that
|
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pricelist takes precedence over the country-based pricelist, unless the assigned pricelist has a
|
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different country group.
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.. example::
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A customer from the United States visits the website. They do not have a portal account. The
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:guilabel:`United States` pricelist is applied.
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A different visitor, also from the United States, has the :guilabel:`Loyal Customer Discount`
|
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pricelist assigned in their contact record. This assignment takes precedence over the country
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group assignation, so the :guilabel:`Loyal Customer Discount` is applied.
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.. image:: price_management/pricelists-example.png
|
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:alt: An example of various pricelists assigned to a website.
|
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Pricelist configuration
|
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-----------------------
|
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|
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To activate pricelists, navigate to :menuselection:`Website --> Configuration --> Settings`, scroll
|
||||
down to the :guilabel:`Shop - Products` section, enable the :guilabel:`Pricelist` feature, then
|
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click :guilabel:`Save`. Once pricelists have been activated, go to :menuselection:`Website -->
|
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eCommerce --> Pricelists` to configure them.
|
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Preventing sales if price is zero
|
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
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The :guilabel:`Prevent Sale of Zero Priced Product` feature prevents customers from purchasing a
|
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product if the sales price is listed as `0`. When this feature is enabled, instead of seeing
|
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:guilabel:`Add to Cart` when attempting to purchase a product, they see :guilabel:`Contact Us`. This
|
||||
feature is useful for companies that want to hide the prices of their products.
|
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|
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To utilize this feature, first navigate to :menuselection:`Website --> Configuration --> Settings`
|
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and tick the :guilabel:`Prevent Sale of Zero Priced Product` checkbox, then click :guilabel:`Save`.
|
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|
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Next, create a pricelist that sets all product prices to `0`. Ensure the pricelist is assigned to
|
||||
the correct website and is listed first among the website's pricelists.
|
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|
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Selectable pricelists
|
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~~~~~~~~~~~~~~~~~~~~~
|
||||
|
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*Selectable pricelists* appear in the shop page's pricelist drop-down menu. When a pricelist is
|
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designated as :guilabel:`Selectable`, it allows the customer to choose between available pricelists.
|
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|
||||
.. important::
|
||||
If a pricelist is designated as :guilabel:`Selectable`, and is not assigned to a specific
|
||||
website, then the pricelist is selectable on **all** websites.
|
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|
||||
If a pricelist is designated as :guilabel:`Selectable`, it appears in the drop-down menu next to the
|
||||
search bar. However, if a pricelist does *not* appear in the drop-down menu, it may be for one of
|
||||
the following reasons:
|
||||
|
||||
- If there is only one selectable pricelist, and the contact is assigned a pricelist, the drop-down
|
||||
may not appear.
|
||||
- If multiple selectable pricelists exist and match a visitor's country group, only those pricelists
|
||||
are shown in the drop-down.
|
||||
|
||||
Foreign currency
|
||||
----------------
|
||||
|
||||
If you are selling in **multiple currencies** and have pricelists in foreign currencies, customers
|
||||
can select their corresponding pricelist anywhere on the :guilabel:`Shop` page from the drop-down
|
||||
menu next to the search bar.
|
||||
|
||||
.. image:: price_management/price-pricelists.png
|
||||
:alt: Pricelists selection.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/products_prices/prices/pricing`
|
||||
- :doc:`/applications/sales/sales/products_prices/prices/currencies`
|
||||
|
||||
Permanent discount
|
||||
==================
|
||||
|
||||
If you have permanently reduced the price of a product, a popular means to attract customers is the
|
||||
**strikethrough** strategy. The strategy consists in displaying the previous price crossed out and
|
||||
the **new discounted price** next to it.
|
||||
|
||||
.. image:: price_management/price-strikethrough.png
|
||||
:alt: Price strikethrough.
|
||||
|
||||
To display a 'striked' price, enable the :guilabel:`Comparison Price` option under
|
||||
:menuselection:`Website --> Configuration --> Settings --> Shop - Products category`. Then, head to
|
||||
the product's template (:menuselection:`Website --> eCommerce --> Products`), and in the
|
||||
:guilabel:`Compare to Price` field, enter the **new** price.
|
||||
|
||||
.. note::
|
||||
If a pricelist contains a :ref:`Discount <sales/products/price-rules>` price type, the striked
|
||||
price is visible to applicable customers. This is true even if the :guilabel:`Comparison Price`
|
||||
feature has not been enabled.
|
||||
|
Before Width: | Height: | Size: 3.0 KiB |
|
Before Width: | Height: | Size: 12 KiB |
330
content/applications/websites/ecommerce/products/prices.rst
Normal file
@@ -0,0 +1,330 @@
|
||||
======
|
||||
Prices
|
||||
======
|
||||
|
||||
Odoo offers multiple options to configure prices on the ecommerce. For example, you can apply
|
||||
:ref:`prices per unit <ecommerce/prices/price-per-unit>`, offer :ref:`discounts
|
||||
<ecommerce/prices/discounts>`, and set up :ref:`pricelists <ecommerce/prices/pricelists>`.
|
||||
|
||||
.. _ecommerce/prices/taxes:
|
||||
|
||||
Taxes
|
||||
=====
|
||||
|
||||
To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the
|
||||
**product template** or use :doc:`fiscal positions
|
||||
</applications/finance/accounting/taxes/fiscal_positions>`.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/finance/accounting/taxes`
|
||||
- :doc:`/applications/finance/accounting/taxes/avatax`
|
||||
|
||||
.. _ecommerce-price-management-tax-display:
|
||||
|
||||
Choosing the displayed price tax usually depends on a country's regulations or the type of customers
|
||||
(B2B vs. B2C). To select the type of price displayed, go to :menuselection:`Website -->
|
||||
Configuration --> Settings`, select the website, scroll down to the
|
||||
:guilabel:`Shop - Products` section, and under :guilabel:`Display Product Prices` select between:
|
||||
|
||||
- :guilabel:`Tax Excluded`: the price displayed on the website is tax-excluded, and the tax is
|
||||
computed at the :ref:`order review <ecommerce/checkout/review_order>` step;
|
||||
- :guilabel:`Tax Included`: the price displayed on the website is tax-included.
|
||||
|
||||
.. note::
|
||||
This setting is website-specific and can therefore be configured independently for every
|
||||
website in the database.
|
||||
|
||||
.. tip::
|
||||
Switch the :ref:`Tax indication <ecommerce/products/product-presentation>` toggle on in the
|
||||
website editor to explicitly indicate if the price is `Tax excluded` or `Tax included` on the
|
||||
product page.
|
||||
|
||||
.. _ecommerce/prices/price-per-unit:
|
||||
|
||||
Price per unit
|
||||
==============
|
||||
|
||||
To display a :doc:`price per unit
|
||||
</applications/inventory_and_mrp/inventory/product_management/configure/uom>` alongside the sales
|
||||
price on the product page, follow these steps:
|
||||
|
||||
#. Go to :menuselection:`Website --> Configuration --> Settings`, scroll to the
|
||||
:guilabel:`Shop - Products` section, and enable :guilabel:`Product Reference Price`.
|
||||
#. :ref:`Navigate to the product form <ecommerce/products/create-products>`.
|
||||
#. Set the product's :guilabel:`Sales price` and select the unit (e.g., :guilabel:`Units`).
|
||||
#. In the :guilabel:`Base Unit Count` field, enter the number of units in the product, then
|
||||
select the relevant unit from the dropdown list.
|
||||
|
||||
.. example::
|
||||
Imagine you want to sell a 2-liter bucket of paint for $60, i.e., $30 per liter.
|
||||
|
||||
.. image:: prices/prices-per-unit.png
|
||||
:alt: Cost per unit pricing on the product form.
|
||||
|
||||
The price per units, in this case per liter, is shown next to the sales price on the
|
||||
product page.
|
||||
|
||||
.. image:: prices/price-cost-per-unit-page.png
|
||||
:alt: Unit pricing on the product page.
|
||||
|
||||
.. note::
|
||||
The price per unit may be mandatory in some countries.
|
||||
|
||||
.. seealso::
|
||||
:doc:`/applications/inventory_and_mrp/inventory/product_management/configure/uom`
|
||||
|
||||
.. _ecommerce/prices/pricelists:
|
||||
|
||||
Pricelists
|
||||
==========
|
||||
|
||||
Pricelists in Odoo allow to manage flexible pricing rules and to offer different prices and
|
||||
discounts based on currencies, time periods, purchase volumes, :ref:`customers' location
|
||||
<ecommerce/prices/geoip>`, and/or customer type.
|
||||
To enable pricelists for eCommerce, go to :menuselection:`Website --> Configuration --> Settings`,
|
||||
scroll down to the :guilabel:`Shop - Products` section, enable :guilabel:`Pricelists`, and
|
||||
:guilabel:`Save`. Then, click :guilabel:`Pricelists` or go to :menuselection:`Website --> eCommerce
|
||||
--> Pricelists` and :ref:`configure <sales/products/pricelist-configuration>` the relevant
|
||||
pricelists.
|
||||
|
||||
In the :guilabel:`Ecommerce` tab, configure options specific to online sales, such as assigning a
|
||||
:guilabel:`Website` to a pricelist, allowing customers to :ref:`select it
|
||||
<ecommerce/prices/selectable-pricelists>`, and/or adding an :ref:`E-commerce Promotional Code
|
||||
<ecommerce/prices/promotional-code>`.
|
||||
|
||||
.. tip::
|
||||
- If you are using several websites and you want to use the same pricelist on several of them,
|
||||
you need to duplicate the pricelist for each website. If you do not assign any
|
||||
website, the pricelist will not be used, unless it is :ref:`selectable
|
||||
<ecommerce/prices/selectable-pricelists>`.
|
||||
- Pricelists can also be :ref:`assigned to a specific customer
|
||||
<sales/products/customer-pricelist-application>`.
|
||||
|
||||
.. note::
|
||||
- When pricelists are enabled in the Sales app, they are automatically enabled in the eCommerce
|
||||
app, and vice versa.
|
||||
- In the list of pricelists, order the pricelists by priority: the first takes
|
||||
precedence over the second, the second over the third, and so on.
|
||||
- It is also possible to create specific pricelists for :ref:`variants
|
||||
<products/variants/configure-variants>`.
|
||||
|
||||
.. seealso::
|
||||
:doc:`/applications/sales/sales/products_prices/prices/pricing`
|
||||
|
||||
.. _ecommerce/prices/selectable-pricelists:
|
||||
|
||||
Selectable pricelists
|
||||
---------------------
|
||||
|
||||
Selectable pricelists are useful, for example, when selling products in :doc:`multiple currencies
|
||||
</applications/sales/sales/products_prices/prices/currencies>` and allow customers to
|
||||
choose a pricelist using the catalog's pricelist selector located next to the :ref:`search bar
|
||||
<ecommerce/catalog/top-bar>`.
|
||||
|
||||
.. image:: prices/pricelist-selector.png
|
||||
:alt: Pricelist selector on the ecommerce.
|
||||
|
||||
To make a pricelist selectable, enable :guilabel:`Selectable`.
|
||||
|
||||
.. note::
|
||||
- If a pricelist is designated as :guilabel:`Selectable`, and is not assigned to a specific
|
||||
website, then the pricelist is selectable on **all** websites.
|
||||
- If a pricelist does *not* appear in the selector, it may be due to the following situations:
|
||||
|
||||
- Only one pricelist is defined as :guilabel:`Selectable` and the :ref:`contact has a
|
||||
pricelist assigned <sales/products/customer-pricelist-application>`.
|
||||
- Multiple selectable pricelists exist, but only those matching the customer's :ref:`country
|
||||
group <ecommerce/prices/country-groups>` are shown. It is strongly recommended to disable
|
||||
the :guilabel:`Selectable` option when using pricelists with country groups on the
|
||||
ecommerce.
|
||||
|
||||
.. seealso::
|
||||
:ref:`sales/products/currencies/currency-specific-pricelists`
|
||||
|
||||
.. _ecommerce/prices/geoip:
|
||||
|
||||
GeoIP & country groups
|
||||
----------------------
|
||||
|
||||
It is possible to display a specific pricelist based on the visitor's location and IP address by
|
||||
assigning :ref:`country groups <ecommerce/prices/country-groups>` to pricelists.
|
||||
|
||||
.. _ecommerce/prices/country-groups:
|
||||
|
||||
To do so, :ref:`navigate to the relevant pricelist form <ecommerce/prices/pricelists>` and select
|
||||
the appropriate :guilabel:`Country Groups`. Create or edit as many pricelists for specific regions
|
||||
as needed. For instance, select :guilabel:`European Union` to apply the pricelist to all EU member
|
||||
states.
|
||||
|
||||
To create a new country group, click :guilabel:`Search more` in the dropdown list, then
|
||||
:guilabel:`New`. Add a :guilabel:`Group Name` and select the relevant :guilabel:`Countries`.
|
||||
Use :ref:`Custom filters <search/custom-filters>` if needed.
|
||||
|
||||
.. note::
|
||||
Each country group must contain at least one country.
|
||||
|
||||
.. example::
|
||||
Use the following filter if you want to add all non-EU countries to the country group.
|
||||
|
||||
`Country Group` + `is not in` + `European Union`
|
||||
|
||||
.. image:: prices/pricelist-country-groups.png
|
||||
:alt: Filter for country group creation.
|
||||
|
||||
.. important::
|
||||
- When using GeoIP to determine the appropriate pricelist, **all** pricelists used on the
|
||||
ecommerce must have a country group assigned.
|
||||
- It is strongly recommended to disable the :guilabel:`Selectable` option when using pricelists
|
||||
with country groups. Indeed, all pricelists with the relevant country group are automatically
|
||||
applied to the catalog but if one of them is marked as :ref:`Selectable
|
||||
<ecommerce/prices/selectable-pricelists>`, the others will disappear as soon as customers
|
||||
select the selectable pricelist.
|
||||
|
||||
.. example::
|
||||
Imagine you create three pricelists:
|
||||
|
||||
- `EU regular prices` with the `EU` country group assigned
|
||||
- `EU prices with discounts` with the `EU` country group assigned
|
||||
- `US prices` with the `US` country group assigned
|
||||
|
||||
If the :guilabel:`Selectable` option is enabled for `EU regular prices` and
|
||||
`US prices`, and the customer is from the European Union, only the pricelists
|
||||
`EU regular prices` and `EU prices with discounts` will be available. However, since the
|
||||
`EU prices with discount` list is not selectable, it will disappear once the customer selects
|
||||
the `EU regular prices` list and prices will be displayed based on the `EU regular prices`
|
||||
pricelist on the catalog.
|
||||
|
||||
Pricelist application
|
||||
---------------------
|
||||
|
||||
On the ecommerce, the *default* pricelist is automatically selected for public, non-logged in users
|
||||
when no country group is assigned. If :ref:`GeoIP and country groups <ecommerce/prices/geoip>` are
|
||||
used, public users see the pricelist of their country group by default. Logged-in users with
|
||||
:ref:`assigned pricelists <sales/products/customer-pricelist-application>` see the assigned
|
||||
pricelist by default **if it is assigned to the website** they are visiting. If not, the website's
|
||||
default pricelist is applied (i.e., the first available pricelist assigned to the website and
|
||||
without a country group, following the sequence order).
|
||||
|
||||
Assigned pricelists take precedence over country-based pricelists, when applicable, unless the
|
||||
assigned pricelist is linked to a different country group.
|
||||
|
||||
.. example::
|
||||
A customer from the United States visits the website. They do not have a portal account. The
|
||||
:guilabel:`United States` pricelist is applied.
|
||||
|
||||
A different visitor, also from the United States, has the :guilabel:`Loyal Customer Discount`
|
||||
pricelist assigned in their contact form. This assignment takes precedence over the country
|
||||
group assignation, so the :guilabel:`Loyal Customer Discount` is applied.
|
||||
|
||||
.. image:: prices/pricelists-example.png
|
||||
:alt: An example of various pricelists assigned to a website.
|
||||
|
||||
|
||||
.. _ecommerce/prices/discounts:
|
||||
|
||||
Discounts
|
||||
=========
|
||||
|
||||
Discounts programs
|
||||
------------------
|
||||
|
||||
To enable :doc:`discount programs </applications/sales/sales/products_prices/loyalty_discount>`
|
||||
for your ecommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll
|
||||
down to the :guilabel:`Shop - Products` section, and enable the :guilabel:`Discounts, Loyalty & Gift
|
||||
Card` feature.
|
||||
|
||||
:ref:`Configure <sales/products/loyalty-programs>` the discount program, make sure the
|
||||
:guilabel:`Website` option is enabled, and add the relevant :ref:`Pricelist
|
||||
<ecommerce/prices/pricelists>` and :guilabel:`Website` on the program form, if needed.
|
||||
|
||||
.. _ecommerce/prices/permanent-discounts:
|
||||
|
||||
Permanent product discount
|
||||
--------------------------
|
||||
|
||||
If the price of a specific product has been permanently reduced, the strikethrough strategy is
|
||||
commonly used. This involves showing the new discounted price, with the original price crossed out
|
||||
alongside it.
|
||||
|
||||
.. image:: prices/price-strikethrough.png
|
||||
:alt: Price strikethrough.
|
||||
|
||||
To display a permanently discounted price, navigate to :menuselection:`Website --> Configuration
|
||||
--> Settings`, scroll down to the :guilabel:`Shop - Products`, enable the :guilabel:`Comparison
|
||||
Price` option, and :guilabel:`Save`. Then, :ref:`go to the product form
|
||||
<ecommerce/products/create-products>`, enter the new (discounted) price in the
|
||||
:guilabel:`Sales Price` field and the original one (strikethrough) in the
|
||||
:guilabel:`Compare to Price` field.
|
||||
|
||||
.. note::
|
||||
The :guilabel:`Compare to Price` field must contain a price that is higher than the
|
||||
:guilabel:`Sales Price` for the original price to appear with a strikethrough.
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Compare to Price` is not displayed if discounted pricelists apply. If you want to
|
||||
use the :guilabel:`Compare to price` with another discount, configure a pricelist with a
|
||||
:ref:`promotional code <ecommerce/prices/promotional-code>`.
|
||||
|
||||
Discounted pricelists
|
||||
---------------------
|
||||
|
||||
It is also possible to create :ref:`pricelists with discounts <sales/products/price-rules>`.
|
||||
To do so, :ref:`create a pricelist <sales/products/pricelist-configuration>` and
|
||||
:ref:`configure the discount <sales/products/price-rules>`.
|
||||
|
||||
If a :ref:`pricelist <ecommerce/prices/pricelists>` contains a :ref:`Discount
|
||||
<sales/products/price-rules>` price type, the price is striked through for applicable customers,
|
||||
even if the :ref:`Comparison Price <ecommerce/prices/permanent-discounts>` feature has not been
|
||||
enabled.
|
||||
|
||||
.. note::
|
||||
If using pricelists with :ref:`country groups <ecommerce/prices/geoip>`, the discounted pricelist
|
||||
must be assigned the same country group as the one used for the non-discounted pricelist.
|
||||
|
||||
.. _ecommerce/prices/promotional-code:
|
||||
|
||||
E-commerce promotional code
|
||||
---------------------------
|
||||
|
||||
To offer a discounted pricelist for customers with a specific discount code, access the relevant
|
||||
:ref:`pricelist form <ecommerce/prices/pricelists>`, go to the :guilabel:`Ecommerce` tab, and add
|
||||
an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Price
|
||||
Rules` tab, click :guilabel:`Add a line`, and :ref:`configure the discount
|
||||
<sales/products/price-rules>`. When a customer inserts the code during the :ref:`checkout process
|
||||
<ecommerce/checkout/review_order>`, this discount is granted according to the :guilabel:`Price
|
||||
Rules` configuration.
|
||||
|
||||
.. note::
|
||||
Make sure that the :ref:`Promo Code <ecommerce/checkout/review_order>` option
|
||||
in the website editor is enabled and, if using :ref:`country groups
|
||||
<ecommerce/prices/country-groups>`, that the discounted pricelist has the same country group
|
||||
assigned as the non-discounted pricelist.
|
||||
|
||||
.. _ecommerce/prices/hide-prices:
|
||||
|
||||
Hide prices
|
||||
===========
|
||||
|
||||
Some businesses, such as B2B shops or companies that sell luxury or custom items, often prefer to
|
||||
showcase their products online without displaying their prices.
|
||||
|
||||
To hide product prices on the ecommerce, go to :menuselection:`Website --> Configuration -->
|
||||
Settings`, enable :guilabel:`Prevent Sale of Zero Priced Product` in the :guilabel:`Shop -
|
||||
Products` section, and enter a redirect URL in the :guilabel:`Button URL` field. The
|
||||
:guilabel:`Add to Cart` button on the product page is then replaced by a :guilabel:`Contact us`
|
||||
button, which can be :ref:`customized <ecommerce/checkout/prevent-sale>` if needed.
|
||||
|
||||
After enabling this feature, either set the price to `0` for all desired products or create a
|
||||
:ref:`pricelist <ecommerce/prices/pricelists>` with all product prices set to `0`. Ensure the
|
||||
pricelist is assigned to the correct website and is listed first among the website's pricelists.
|
||||
|
||||
.. tip::
|
||||
- Ensure no pricelist used on the ecommerce has been marked as :guilabel:`Selectable` to prevent
|
||||
accidentally displaying the zero-priced pricelist.
|
||||
- To hide prices from public visitors while keeping them visible to logged-in customers, create a
|
||||
zero-priced pricelist to be used for non-logged-in customers and :ref:`assign
|
||||
<sales/products/customer-pricelist-application>` a regular pricelist (with actual prices) to
|
||||
customers with :ref:`portal access <portal/access>`.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../customer_accounts`
|
||||
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
|
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
After Width: | Height: | Size: 4.3 KiB |
|
After Width: | Height: | Size: 2.2 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
After Width: | Height: | Size: 5.7 KiB |
@@ -131,7 +131,7 @@ Pricing
|
||||
-------
|
||||
|
||||
Products can be priced differently based on the website using :ref:`pricelists
|
||||
<ecommerce/pricelists>`. The following configuration is required:
|
||||
<ecommerce/prices/selectable-pricelists>`. The following configuration is required:
|
||||
|
||||
#. Go to :menuselection:`Website --> Configuration --> Settings`.
|
||||
#. Scroll down to the :guilabel:`Shop - Products` section and select the :guilabel:`Pricelists`
|
||||
|
||||
@@ -43,13 +43,13 @@ applications/productivity/voip/transfer_forward.rst applications/productivity/vo
|
||||
|
||||
# applications/websites
|
||||
|
||||
applications/websites/ecommerce/cart.rst applications/websites/ecommerce/checkout.rst
|
||||
applications/websites/website/pages/menus.rst applications/websites/website/pages/header_footer.rst
|
||||
applications/websites/website/building_blocks/dynamic_content.rst applications/websites/website/building_blocks.rst
|
||||
applications/websites/website/building_blocks/features.rst applications/websites/website/building_blocks.rst
|
||||
applications/websites/website/building_blocks/inner_content.rst applications/websites/website/building_blocks.rst
|
||||
applications/websites/website/building_blocks/structure.rst applications/websites/website/building_blocks.rst
|
||||
applications/websites/website/pages/menus.rst applications/websites/website/pages/header_footer.rst
|
||||
applications/websites/website/pages/header_footer.rst applications/websites/website/structure/header_footer.rst
|
||||
applications/websites/website/pages.rst applications/websites/website/structure/pages.rst
|
||||
applications/websites/website/pages/seo.rst applications/websites/website/structure/seo.rst
|
||||
applications/websites/ecommerce/products/price_management.rst applications/websites/ecommerce/products/prices.rst
|
||||
applications/websites/ecommerce/cart.rst applications/websites/ecommerce/checkout.rst
|
||||
|
||||