diff --git a/content/applications/websites/ecommerce/products/prices.rst b/content/applications/websites/ecommerce/products/prices.rst index 0a8317c8ab..a4ee9c0947 100644 --- a/content/applications/websites/ecommerce/products/prices.rst +++ b/content/applications/websites/ecommerce/products/prices.rst @@ -26,13 +26,13 @@ Choosing the displayed price tax usually depends on a country's regulations or t :menuselection:`Website --> Configuration --> Settings`, select the website, scroll down to the :guilabel:`eCommerce` 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 summary ` step; -- :guilabel:`Tax Included`: the price displayed on the website is tax-included. +- :guilabel:`Tax Excluded`: The price displayed on the website is tax-excluded, and the tax is + computed at the :ref:`order summary ` 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. + This setting is website-specific and can therefore be configured independently for every website + in the database. .. tip:: - Switch the :ref:`Tax indication ` toggle on in the @@ -51,12 +51,12 @@ To display a :doc:`price per unit ` alongside the sales price on the product page, follow these steps: -#. Go to :menuselection:`Website --> Configuration --> Settings`, scroll to the - :guilabel:`eCommerce` section, and enable :guilabel:`Product Reference Price`. +#. Go to :menuselection:`Website --> Configuration --> Settings`. +#. Check the :guilabel:`Product Reference Price` checkbox in the :guilabel:`eCommerce` section. #. :ref:`Navigate to the product form `. #. 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. +#. In the :guilabel:`Base Unit Count` field, enter the number of units in the product. +#. Select the relevant unit from the drop-down list. .. example:: Imagine you want to sell a 2-liter bucket of paint for $60, i.e., $30 per liter. @@ -64,8 +64,8 @@ price on the product page, follow these steps: .. 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. + 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. @@ -84,6 +84,7 @@ 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 `, and/or customer type. + To enable pricelists for eCommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`eCommerce` section, enable :guilabel:`Pricelists`, and :guilabel:`Save`. Then, click :guilabel:`Pricelists` or go to :menuselection:`Website --> eCommerce @@ -97,8 +98,8 @@ In the :guilabel:`Ecommerce` tab, configure options specific to online sales, su .. 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 + 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 `. - Pricelists can also be :ref:`assigned to a specific customer `. @@ -106,8 +107,8 @@ In the :guilabel:`Ecommerce` tab, configure options specific to online sales, su .. 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. + - 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 `. @@ -120,8 +121,8 @@ Selectable pricelists --------------------- Selectable pricelists are useful, for example, when selling products in :doc:`multiple currencies -` and allow customers to -choose a pricelist using the catalog's pricelist selector located next to the :ref:`search bar +` and allow customers to choose a +pricelist using the catalog's pricelist selector located next to the :ref:`search bar `. .. image:: prices/pricelist-selector.png @@ -159,9 +160,9 @@ the appropriate :guilabel:`Country Groups`. Create or edit as many pricelists fo 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 ` if needed. +To create a new country group, click :guilabel:`Search more` in the drop-down list, then +:guilabel:`New`. Add a :guilabel:`Group Name` and select the relevant :guilabel:`Countries`. Use +:ref:`Custom filters ` if needed. .. note:: Each country group must contain at least one country. @@ -190,24 +191,24 @@ Use :ref:`Custom filters ` if needed. - `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. + 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 ` are -used, public users see the pricelist of their country group by default. :ref:`Logged-in users -` with -:ref:`assigned pricelists ` 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). +used, public users see the pricelist of their country group by default. + +:ref:`Logged-in users ` with :ref:`assigned pricelists +` 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. @@ -217,8 +218,8 @@ assigned pricelist is linked to a different country group. :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. + 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. @@ -232,10 +233,9 @@ Discounts Discounts programs ------------------ -To enable :doc:`discount programs ` -for your ecommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll -down to the :guilabel:`eCommerce` section, and enable the :guilabel:`Discounts, Loyalty & Gift -Card` feature. +To enable :doc:`discount programs ` for +your ecommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the +:guilabel:`eCommerce` section, and enable the :guilabel:`Discounts, Loyalty & Gift Card` feature. :ref:`Configure ` the discount program, make sure the :guilabel:`Website` option is enabled, and add the relevant :ref:`Pricelist @@ -253,12 +253,11 @@ 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:`eCommerce`, enable the :guilabel:`Comparison -Price` option, and :guilabel:`Save`. Then, :ref:`go to the product form -`, enter the new (discounted) price in the -:guilabel:`Sales Price` field and the original one (strikethrough) in the -:guilabel:`Compare to Price` field. +To display a permanently discounted price, navigate to :menuselection:`Website --> Configuration --> +Settings`, scroll down to the :guilabel:`eCommerce`, enable the :guilabel:`Comparison Price` option, +and :guilabel:`Save`. Then, :ref:`go to the product form `, +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 @@ -272,9 +271,9 @@ Price` option, and :guilabel:`Save`. Then, :ref:`go to the product form Discounted pricelists --------------------- -It is also possible to create :ref:`pricelists with discounts `. -To do so, :ref:`create a pricelist ` and -:ref:`configure the discount `. +It is also possible to create :ref:`pricelists with discounts `. To do +so, :ref:`create a pricelist ` and :ref:`configure the +discount `. If a :ref:`pricelist ` contains a :ref:`Discount ` price type, the price is striked through for applicable customers, @@ -291,36 +290,61 @@ E-commerce promotional code --------------------------- To offer a discounted pricelist for customers with a specific discount code, access the relevant -:ref:`pricelist form `, go to the :guilabel:`Ecommerce` tab, and add -an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Sales -Price` tab, click :guilabel:`Add a line`, and :ref:`configure the discount -`. When a customer inserts the code during the :ref:`checkout process -`, this discount is granted according to the :guilabel:`Sales -Price` configuration. +:ref:`pricelist form `, go to the :guilabel:`Ecommerce` tab, and add an +:guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. + +Then, go to the :guilabel:`Sales Price` tab, click :guilabel:`Add a line`, and :ref:`configure the +discount `. When a customer inserts the code during the :ref:`checkout +process `, this discount is granted according to the +:guilabel:`Sales Price` configuration. .. note:: - Make sure that the :ref:`Promo Code ` option - in the website editor is enabled and, if using :ref:`country groups - `, that the discounted pricelist has the same country group - assigned as the non-discounted pricelist. + Make sure that the :ref:`Promo Code ` option in the website + editor is enabled and, if using :ref:`country groups `, that the + discounted pricelist has the same country group assigned as the non-discounted pricelist. .. _ecommerce/prices/hide-prices: -Hide prices -=========== +Limiting sales +============== + +Many :ref:`B2B `, luxury, and custom companies showcase their products +online but restrict direct purchases and hide pricing. + +The :guilabel:`Hide Add To Cart` drop-down option offers two configurations to control price +visibility and online sales using. Navigate to :menuselection:`Website --> Configuration --> +Settings`, check the :guilabel:`Hide Add To Cart` checkbox in the :guilabel:`eCommerce` section. -Some businesses, such as :ref:`B2B shops ` or companies that sell luxury -or custom items, often prefer to showcase their products online without displaying their prices. +Select one of the drop-down options: -To hide product prices on the ecommerce, go to :menuselection:`Website --> Configuration --> -Settings`, enable :guilabel:`Prevent Sale of Zero Priced Product` in the :guilabel:`eCommerce` -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 ` if needed. +- :guilabel:`0 price products`: Products with a price of `0` have their prices hidden and **cannot** + be purchased from the wesite. +- :guilabel:`Specific categories`: Products belonging to selected categories cannot be purchased + directly from the website, and the prices are displayed only if the product price is greater than + `0`. -After enabling this feature, either set the price to `0` for all desired products or create a -:ref:`pricelist ` 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. +If choosing the :guilabel:`Specific categories` option, the :guilabel:`Categories` submenu appears. +Select **at least one** product category from the drop-down menu. + +Enter a redirect URL in the :guilabel:`Link 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 +` if needed. + +.. example:: + A jewelry company wants to direct customers to a custom order form for its most expensive rings. + Instead of an :guilabel:`Add to cart` option, the product pages display only the prices and a + link to the specialized order form. + + .. image:: prices/specific-categories-setting.png + :alt: Example of the Specific categories option configuration for the Hide Add To Cart + setting. + +0 price products option +----------------------- + +After choosing :guilabel:`0 price products`, either set the price to `0` for all desired products or +create a :ref:`pricelist ` 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 @@ -330,5 +354,12 @@ pricelist is assigned to the correct website and is listed first among the websi ` a regular pricelist (with actual prices) to customers with :ref:`portal access `. +Specific categories option +-------------------------- + +After enabling this option, navigate to :menuselection:`Website app --> eCommerce --> Products` and +modify all the desired products to the chosen :ref:`product category +`. + .. seealso:: :doc:`../customer_accounts` diff --git a/content/applications/websites/ecommerce/products/prices/price-tax-display-type.png b/content/applications/websites/ecommerce/products/prices/price-tax-display-type.png deleted file mode 100644 index ed60847fcd..0000000000 Binary files a/content/applications/websites/ecommerce/products/prices/price-tax-display-type.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/products/prices/specific-categories-setting.png b/content/applications/websites/ecommerce/products/prices/specific-categories-setting.png new file mode 100644 index 0000000000..4f929d8fc8 Binary files /dev/null and b/content/applications/websites/ecommerce/products/prices/specific-categories-setting.png differ