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Apply pricelists and discounts

Quick summary: Select the agreed customer price and verify discounts before sending a quotation.

Open quotations in Odoo

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Apply a price on a quotation

Section titled “Apply a price on a quotation”
  1. Open a draft quotation and select the customer. Review the proposed Pricelist and currency before adding products.
  2. Add the exact product variant, quantity, and unit. Check the unit price against the agreement; the rule may depend on the date, quantity, category, product, or variant.
  3. If you change the pricelist after entering lines, use Update Prices when offered and inspect every line again. Recalculation can replace manual prices or discounts, so compare the result before sending.
  4. If authorized, enter the line’s Discount percentage. Check the discounted subtotal and taxes; a discounted price may already be included by the pricelist, so avoid applying an additional discount unintentionally.
  5. Review the quotation total and customer-facing discount display, then send it only after any required approval.

Maintain an agreed pricelist

Section titled “Maintain an agreed pricelist”
  1. If you have the required rights, open Sales > Products > Pricelists and select the relevant list. Confirm its currency and company before making changes.
  2. Add or edit a price rule and choose its scope: all products, a category, a product, or a variant. Set the intended minimum quantity and validity dates.
  3. Enter the fixed price, discount, or formula offered by the configured rule. Check the base price and any rounding or surcharge before saving.
  4. On the customer’s sales and purchase tab, choose the agreed Pricelist as the default if it should apply to future quotations.
  5. Test the rule on draft quotations just below and at the quantity threshold, and inside the valid dates. Confirm that a specific product rule takes precedence over a broader category rule where both match.

Result and common problems

Section titled “Result and common problems”

The quotation shows the price the customer will be offered. Changing a pricelist rule does not mean every existing quotation has been repriced.

For example, a unit price of €100 with a 10% line discount gives €90 before taxes. If the unit price was already reduced to €90, another 10% gives €81. These are different commercial offers.

  • Wrong price: check customer, pricelist, currency, product variant, quantity, unit, date, and manual overrides.
  • Discount control missing: ask the administrator to check the configured feature and your access.
  • A customer sees a different web price: review the website’s price configuration separately; do not assume a back-office quotation and website use the same pricelist.

See Odoo 19 pricelists.