[IMP] sales: pricelists ecommerce

closes odoo/documentation#12838

X-original-commit: f49388d3c8
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: auva-odoo <128469033+auva-odoo@users.noreply.github.com>
Co-authored-by: auva-odoo <128469033+auva-odoo@users.noreply.github.com>

content/applications/sales/sales/products_prices/prices/pricing.rst

@@ -65,6 +65,8 @@ to all companies in the database.
 If working in a multinational company, select the countries where this pricelist will apply under
 the :guilabel:`Country Groups` column.
 
+.. _sales/products/price-rules:
+
 Price Rules tab
 ---------------
 

content/applications/websites/ecommerce/products/price_management.rst

@@ -2,7 +2,7 @@
 Price management
 ================
 
-Odoo offers multiple options to select the price displayed on your website, as well as
+Odoo offers multiple options to select the prices displayed on a website, as well as
 condition-specific prices based on set criteria.
 
 Taxes
@@ -12,8 +12,8 @@ Tax configuration
 -----------------
 
 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>`.
+**product template** or use :doc:`fiscal positions
+</applications/finance/accounting/taxes/fiscal_positions>`.
 
 .. seealso::
    - :doc:`/applications/finance/accounting/taxes`
@@ -35,18 +35,15 @@ Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` cate
 - :guilabel:`Tax Included`: the price displayed on the website is **tax-included**.
 
 .. note::
-   This setting is **global**, and the tax-display type is the same for (all of) your website(s). It
-   is, therefore, not possible to select different tax displays for different websites. This may be
-   a significant point of consideration when implementing a database with multiple ecommerce
-   websites aimed at varying customer types (i.e., B2B and B2C).
+   This setting is website specific, and therefore can be altered for each website within a
+   database.
 
-You can choose to display the type of pricing next to the product price by going to
-:menuselection:`Website --> Site --> Homepage --> Shop`, selecting a product, and then
-:menuselection:`Edit --> Customize tab` and enabling :guilabel:`Tax Indication`.
+To display the type of pricing next to the product price, navigate to :menuselection:`Website -->
+Site --> Homepage --> Shop`, select a product, then click :guilabel:`Edit` and, in the
+:guilabel:`Customize` tab, enable :guilabel:`Tax Indication`.
 
 .. image:: price_management/price-tax-display-type.png
-   :align: center
-   :alt: Tax type displayed on the product page
+   :alt: Tax type displayed on the product page.
 
 .. seealso::
    :doc:`/applications/finance/accounting/taxes/B2B_B2C`
@@ -58,19 +55,17 @@ It is possible to display a :doc:`price per unit
 <../../../inventory_and_mrp/inventory/product_management/configure/uom>` on the product page. To do
 that, go to :menuselection:`Website --> Configuration --> Settings` and enable :guilabel:`Product
 Reference Price` under the :guilabel:`Shop - Products` section. When enabled, ensure an amount is
-set in the :guilabel:`Base Unit Count` field of the **product template**, and in the
-:guilabel:`Sales Price`.
+set in the :guilabel:`Base Unit Count` field of the product template, and in the :guilabel:`Sales
+Price` field.
 
 .. image:: price_management/price-cost-per-unit.png
-   :align: center
-   :alt: Cost per unit pricing on the product template
+   :alt: Cost per unit pricing on the product template.
 
 The price per unit of measure can be found above the :guilabel:`Add to Cart` button on the product
 page.
 
 .. image:: price_management/price-cost-per-unit-page.png
-   :align: center
-   :alt: Cost per unit pricing on the product page
+   :alt: Cost per unit pricing on the product page.
 
 .. note::
    Pay attention that having the price per unit may be **mandatory** in some countries.
@@ -80,59 +75,127 @@ page.
 
 .. _ecommerce/pricelists:
 
-Price configuration: pricelists
--------------------------------
+Pricelists
+==========
 
-Pricelists are the primary tool to manage prices on your eCommerce. They allow you to define
-website-specific prices - different from the price on the product template - based on the **country
-group**, **currency**, **minimum quantity**, **period**, or **variant**. You can create as many
-pricelists as needed, but it is mandatory to have at least one pricelist configured per website. If
-no custom pricelists are added, Odoo defaults to the **Public Pricelist** for all websites.
+Pricelists are the primary tool to manage prices on an eCommerce website. They make it possible to
+define website-specific prices - different from the price on the product template - based on the
+country group, currency, minimum quantity, period, or variant.
 
 .. seealso::
    :doc:`/applications/sales/sales/products_prices/prices/pricing`
 
-Configuration
-~~~~~~~~~~~~~
+Understanding default pricelists
+--------------------------------
 
-Pricelists can be found under :menuselection:`Website --> eCommerce --> Pricelists`, but must first
-be activated. For that, head to :menuselection:`Website --> Configuration --> Settings` and scroll
-down to the :guilabel:`Shop - Products` section. There, you can find two options:
+The concept of a default pricelist in Odoo depends on the application being used. In the **Sales**
+app, a customer's default pricelist is determined by their contact profile. If a pricelist is
+manually assigned to a contact, the pricelist becomes their default. If no pricelist is assigned,
+the default is the first pricelist listed.
 
-- :guilabel:`Multiple prices per product`;
-- :guilabel:`Advanced price rules (discounts, formulas)`.
+In the **eCommerce** app,the default pricelist is assigned at the website level. However, it is
+influenced by the user's login status and country group settings.
 
-The **first** option allows you to set different prices per customer *segment*, i.e., registered
-customers, gold customers, regular customers, etc. The **second** option allows you to set *price
-change* rules such as **discounts**, **margins**, **roundings**, etc.
+How pricelists are applied in eCommerce
+---------------------------------------
+
+If a portal user has a specific pricelist assigned to their contact profile, that pricelist is
+applied to their purchase. However, if that pricelist is **not** assigned to the website they are
+visiting, the user sees the website's default pricelist.
+
+.. note::
+   The default website pricelist is the first available pricelist assigned to a website, without the
+   country group setting configured.
+
+Public, non-logged in users, see the website's default pricelist.
+
+If a pricelist includes a country group, Odoo checks the visitor's IP address and applies the
+corresponding pricelist. If a visitor has a pricelist assigned in their contact profile, that
+pricelist takes precedence over the country-based pricelist, unless the assigned pricelist has 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 record. This assignment takes precedence over the country
+   group assignation, so the :guilabel:`Loyal Customer Discount` is applied.
+
+   .. image:: price_management/pricelists-example.png
+      :alt: An example of various pricelists assigned to a website.
+
+Pricelist configuration
+-----------------------
+
+To activate pricelists, navigate to :menuselection:`Website --> Configuration --> Settings`, scroll
+down to the :guilabel:`Shop - Products` section, enable the :guilabel:`Pricelist` feature, then
+click :guilabel:`Save`. Once pricelists have been activated, go to :menuselection:`Website -->
+eCommerce --> Pricelists` to configure them.
+
+Preventing sales if price is zero
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The :guilabel:`Prevent Sale of Zero Priced Product` feature prevents customers from purchasing a
+product if the sales price is listed as `0`. When this feature is enabled, instead of seeing
+: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.
+
+To utilize this feature, first navigate to :menuselection:`Website --> Configuration --> Settings`
+and tick the :guilabel:`Prevent Sale of Zero Priced Product` checkbox, then click :guilabel:`Save`.
+
+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.
+
+Selectable pricelists
+~~~~~~~~~~~~~~~~~~~~~
+
+*Selectable pricelists* appear in the shop page's pricelist drop-down menu. When a pricelist is
+designated as :guilabel:`Selectable`, it allows the customer to choose between available pricelists.
+
+.. 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.
+
+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**.
+menu next to the search bar.
 
 .. image:: price_management/price-pricelists.png
-   :align: center
-   :alt: Pricelists selection
+   :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
-   :align: center
-   :alt: Price strikethrough
+   :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.