ManualDoc:T405
Fist thing to notice is that, as shown in the image above, "Lines" tab is split into two sections:
- the first section allows you to:
- let Openbravo know:
- the "Business Partner" and/or
- the "Product Category" and/or
- the "Product"
to which the price/discount rules to be defined in the next section are going to applied.
- let Openbravo know:
- the second section allows you to:
- configure which price of the existing price list is going to be taken as "Base List Price" in the new price list version. The options available are:
- Net List Price which is the price published in the price list
- Net Unit Price which is the final price used in purchase and sales order/invoice lines
- Fixed Price, as it is possible to configure that for the new price list version, therefore the net list price is equal to a given fixed price.
- Cost, which is the price published in the price list, will be the product cost (costing tab in product window) and a margin.
- Fixed Price or Cost Based combines the previous two options with the following condition:
- If the fixed price is greater than the cost, then the defined fixed price is selected.
- If the fixed price is lesser than the cost, then the cost (plus the defined margin) is selected.
- Fixed Price or Cost plus Margin Based combines fixed price and cost options with the following condition:
- If the set fixed List/Unit price is higher than the current cost plus List/unit Price margin, the price list will be created with the fixed price.
- If the set fixed List/Unit price is lower than the current cost plus List/Unit Price margin, then price list will be created using the cost plus the margin.
- configure which price of the existing price list is going to be taken as "Base Unit Price" in the new price list version. The options available are the same as above:
- Net List Price
- Net Unit Price
- Fixed Price, as it is possible to configure that for the new price list version, the net unit price is equal than a given fixed price
- Cost
- Fixed Price or Cost based
- Fixed Price or Cost plus Margin Based
- configure the discounts if any to apply to the net unit price and/or to the net list price in the fields:
- List Price Discount %
- Unit Price Discount %
- configure the margin on the product cost to apply to the net unit price and/or to the net list price in the fields:
- List Price Margin %
- Unit Price Margin %
- configure which price of the existing price list is going to be taken as "Base List Price" in the new price list version. The options available are:
Second thing to notice is that the set of price rules and/or discounts could be configured in a "hierarchical" way, that's line by line or applying the last valid price rule (non hierarchical way).
Since 3.0PR18Q2.1 Enable Hierarchical Price List preference is available in order to select the desire behavior applying the price list rules |
Let's imagine that the rules which needs to be part of a price list schema are:
- to apply a net unit price discount of 5% to the products which belong to a Product Category X.
- to apply a net unit price discount of a 10% to the products which belong to the Product Cagegory Y.
- to apply a net unit price discount of 15% to the Product X that belongs to Product Category X.
The way above works in Openbravo is:
- the price list schema must contain 2 lines one per each discount rule to be applied:
- First Line will contain information such as:
- Sequence Number = 10
- Conversion Rate Type = Spot
- Product Category = Product Category X
- Base Net Unit Price = Net Unit Price
- Net Unit Price Discount = 5.00
- Second Line will contain information such as:
- Sequence Number = 20
- Conversion Rate Type = Spot
- Product Category = Product Category Y
- Base Net Unit Price = Net Unit Price
- Net Unit Price Discount = 10.00
- Third Line will contain information such as:
- Sequence Number = 30
- Conversion Rate Type = Spot
- Product Category = Product Category X
- Product = Product X
- Base Net Unit Price = Net Unit Price
- Net Unit Price Discount = 15.00
- First Line will contain information such as:
Using hierarchical behavior:
- unit price discount of 5% is applied to the products which belong to a Product Category X.
- unit price discount of 10% is applied to the products which belong to a Product Category Y.
- unit price discount 15% is applied to Product X, in addition to the 5% discount for belonging to Product Category X.
Using non hierarchical behavior:
- unit price discount of 5% is applied to the products which belong to a Product Category X, except to Product X.
- unit price discount of 10% is applied to the products which belong to a Product Category Y.
- unit price discount of 15% is applied to Product X.