Configuring Pricelists and Discounts in Odoo

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Questions and Answers

What is the correct way to configure a pricelist that gives a progressive discount based on the quantity being ordered?

Create one pricelist with one line, and put the two prices on this line

Create one pricelist with two lines (correct)

Create two pricelists with one line each

Create multiple pricelists with different quantities

What is NOT a 'Routes' option on a product form under the Inventory tab?

Dropship

Buy (correct)

Manufacture

Upsell

If the forecasted quantity of a storable product is less than the quantity on hand, what does it indicate?

New products are planned to arrive in stock

There is no stock management

No stock has been purchased

There are more outgoing products planned than incoming products (correct)

What does the 'Customer Lead Time' field on a product form represent?

The number of days promised to the customer between the confirmation of the sales order and the delivery Signup and view all the answers

How can you give a progressive discount based on the quantity being ordered by the customer?

By creating a pricelist with two lines Signup and view all the answers

What is the purpose of a pricelist with multiple lines?

To apply a progressive discount based on the quantity being ordered Signup and view all the answers

What is the condition for a milestone to be invoiced?

All of the above Signup and view all the answers

What information can be found in the project updates?

All of the above Signup and view all the answers

What does a green milestone indicate?

The milestone is ready to be marked as reached Signup and view all the answers

What is the outcome of typing 'Yoga class @Mike #class 3h' in the task title field?

A task with this title will be created Signup and view all the answers

What happens when typing 'Office planning!' in a new task title field?

A task with the title 'Office planning!' will be created Signup and view all the answers

What is a prerequisite for a milestone to be marked as reached?

All tasks related to the milestone must be completed Signup and view all the answers

Where can you access the 'Lost' stage?

Filters > Lost Signup and view all the answers

What is the purpose of a meeting activity type?

Create a meeting in the user's calendar Signup and view all the answers

What information does the Opportunities smart button show on a company's contact record?

All of the opportunities related to the company and the company's contacts related to those opportunities Signup and view all the answers

What determines the dispatch of tasks in the 'My Tasks' pipeline across stages?

The next activity date Signup and view all the answers

How can you activate Recurring Revenues on opportunities?

By defining recurring plans and revenues on Opportunities Signup and view all the answers

What is a limitation of portal and public users in the project workspace?

They can only view documents Signup and view all the answers

What is a characteristic of sub-tasks?

They can have their own sub-tasks Signup and view all the answers

What is NOT a way to create a lead from your website?

Set the action on the 'Subscribe' form on a website to 'Create a Lead' Signup and view all the answers

What happens when a document is uploaded to the project workspace with the 'documents' feature enabled?

The document is not automatically converted into an attachment Signup and view all the answers

What happens to the opportunity's name when it is moved to the 'Lost' stage?

It turns red Signup and view all the answers

What happens when a recurrent task is created?

All of the subsequent tasks are immediately generated Signup and view all the answers

What happens when a sales order with a product configured to create a task is validated?

A task is created in a new project, and I can invoice the timesheeted quantity Signup and view all the answers

What is the function of the button mentioned in question 263?

To open the knowledge article search Signup and view all the answers

In the given configuration, who has the permission to edit the article?

Only Mitchell Admin Signup and view all the answers

Can Marc access the accounting view if he doesn't have access to accounting?

Yes, but he can only view it Signup and view all the answers

Where can clipboards be inserted in multiple apps?

As a description or as a message Signup and view all the answers

Who has access to a new sub-article by default?

The same users as the parent article Signup and view all the answers

How can access to a workspace article be denied to a specific user?

By assigning a 'No access' permission when inviting that user Signup and view all the answers

Study Notes

Pricing and Discounts

Configure a pricelist with progressive discounts based on quantity to incentivize larger purchases.
A pricelist with multiple lines allows varying discounts and conditions for different quantity ranges.

Product and Inventory Management

'Routes' options under the Inventory tab are not related to product form configurations.
If the forecasted quantity of a storable product is less than the quantity on hand, it indicates potential overstock issues or inaccurate forecasting.
The 'Customer Lead Time' field reflects the expected time frame for product delivery after an order is placed.

Milestones and Task Management

A milestone must meet specific conditions to be invoiced, typically including completion of tasks or deliverables.
Project updates provide essential information on progress, changes, and current status of tasks and milestones.
A green milestone indicates successful completion or positive achievement within the project timeline.
Typing 'Yoga class @Mike #class 3h' in a task title creates a specific task tagged to a user and tagged with a duration.
Typing 'Office planning!' in a new task title generates a generic planning task without specific assignments.

Task and Opportunity Tracking

To mark a milestone as reached, it must meet defined criteria such as completion of previous milestones or tasks.
Access to the 'Lost' stage is typically found within the pipeline management section of project or sales software.
The meeting activity type serves to log and organize scheduled meetings related to projects or tasks.
Opportunities smart button on a contact record displays related sales activities and potential deals.

Task Management and Revenues

Dispatch of tasks in the 'My Tasks' pipeline is determined by their assigned priority and progress status across various stages.
Recurring Revenues can be activated on opportunities through specific configurations in the settings menu.
Portal and public users have limitations in the project workspace, particularly around accessing sensitive information and features.
Sub-tasks are characterized by their dependency on parent tasks and can help break down complex activities into manageable actions.

Document and Task Handling

A document uploaded with the 'documents' feature enabled becomes accessible to team members based on permission settings.
When an opportunity is moved to the 'Lost' stage, its name is typically shaded or marked to indicate the change in status.
Creation of a recurrent task leads to automatic scheduling and assignment of repetitive activities over a specified timeline.
Validating a sales order with a task-generating product triggers task creation within the project management system.

Access and Permissions

Permissions to edit an article are based on user roles defined in the system configuration settings.
Marc cannot access the accounting view without appropriate permissions, maintaining sensitive financial data privacy.
Clipboards can be inserted into multiple apps for consolidated note-taking and task management.
New sub-articles are typically accessible to all users who have permission to the parent article by default.
Denying access to a workspace article for a specific user involves adjusting permissions in the user access settings.

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Description

Test your knowledge on configuring pricelists and discounts in Odoo. This quiz covers scenarios where discounts are based on the quantity of products ordered by customers. Learn how to set up pricelists to offer progressive discounts.