Margins by Product Keep Track of your Margins

349 2. Berrel Keyboard line: – Product Template : Berrel Keyboard , – Min. Quantity : 5 , – Field1 : 1.0 , – Field2 : 60 , – Priority : 2 . 3. Other products line: – Based on: Standard Price , – Field1 : -0.31 , – Field2 : -0.01 , – Rounding : 1.0 . – Priority : 3. It is important that the priority of the second rule is set below the priority of the third in this example. If it were the other way round the third rule would always be applied because a quantity of 5 is always greater than a quantity of 1 for all products. Also note that to fix a price of 60 for the 5 Berrel Keyboards, the formula Price = Base Price x 1 + 1.0 + 60 has been used. Establishing Customer Contract Conditions The trading company can now set specific conditions to a customer, such as the company TinAtwo, who might have signed a valid contract with the following conditions: • For Toshibishi portables, TinAtwo benefits from a discount of 5 of resale price. • For all other products, the resale conditions are unchanged. The sale price for TinAtwo, called TinAtwo contract , contains two rules: 1. Toshibishi portable : • Product : Toshibishi Portable , • Based on : Other pricelist , • Pricelist if other : Reseller pricelist , • Field1 : 0.05 , • Priority : 1 . 2. Other Products: • Product : • Based on : Other pricelist , • Pricelist if other : Reseller pricelist , • Priority : 2 . Once this list has been entered you should look for the partner form for TinAtwo again. Click the Sales Purchases tab to set the Sale Pricelist field to TinAtwo Contract. If the contract is only valid for one year, do not forget to set the Start Date and End Date fields in the Pricelist Version. Then when salespeople prepare an estimate for TinAtwo the prices proposed will automatically be calculated from the contract conditions. 350

22.7.3 Pricelists and Managing Currencies

If your trading company wants to start a product catalog in a new currency you can handle this several ways: • Enter the prices in a new independent pricelist and maintain the lists in the two currencies separately, • Create a field in the product form for this new currency and make the new pricelist depend on this field: prices are then maintained separately but in the product file, • Create a new pricelist for the second currency and make it depend on another pricelist or on the product price: the conversion between the currencies will then be done automatically at the prevailing currency conversion rate.

22.8 Rebates at the End of a Campaign

If you want to provide discounts on an order, use the pricelist system in OpenERP. But it is better to work with end-of-campaign rebates or year-end rebates. In this case, the customer pays a certain price for the whole of the campaign or the year and a rebate is returned to him at the end of the campaign that depends on the sales he has made throughout the year. Take the case of a contract negotiations with a wholesaler. To get the best selling price, the wholesaler will ask you for a good deal and will sign up to a certain volume of orders over the year. You can then propose a price based on the volume that the wholesaler agrees to sell. But then you do not have any control over his orders. If at the end of the year the wholesaler has not taken the agreed volumes then you can do nothing. At most you can review his terms for the following year. Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract where the price is dependent on the usual wholesaler’s terms. You can propose a rebate grid which will be assigned at the end of the year as a function of the actual sales made. Install the discount_campaign module in extra-addons at the time of writing to generate rebates at the end of the campaign. Once the modules have been installed you can configure your campaign using the menu Sales → Configuration → Sales → Discount Campaigns . Note: Year-end rebate Most companies use the term year-end rebate, where rebates are applied at the end of the year. But if you are using rebates at the end of a campaign, this would only actually be the case if the campaign lasts exactly one year. Figure 22.18: Configuring a year-end rebate A campaign must have a name, a refund journal, a start date, and an end date. After entering this information, you should describe the lines of the campaign. Each line can be applied to a product or a category of products. Then set the quantity of products sold from which the discount is applied, and the amount of the rebate as a percentage of the actual sales volume.