Configuring Pricelists and Discounts in Odoo

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.

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.