Margins by Project Keep Track of your Margins

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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. 351 When you have defined the campaign, you can activate it by clicking the Open button. The figure Configuring a discount campaign for computers shows a campaign with a rebate on computers which is between 10 and 20 depending on the sales volume. Figure 22.19: Configuring a discount campaign for computers Once the campaign has been defined and activated, you can assign it to various partners. To do that set a Discount Campaign in the second tab Sales Purchases of the partner form. Finally, at the end of the campaign, you should close it and OpenERP will automatically generate invoices or credit notes for your partner associated with this campaign. OpenERP opens credit notes in the Draft state that you can modify before validating them. To calculate the amount on the credit note, OpenERP uses all of the invoices sent out during the period of the campaign as its basis. You can also reach all of the draft credit notes using the menu Accounting → Customers → Customer Refunds.

22.9 Open Orders

In some industries, customers commonly place orders for a certain volume of products and ask for regular deliveries from an order up to the total amount on it. This principle, called open orders, is managed by the sale_delivery module in OpenERP. OpenERP handles open orders easily. An open order is an order for a certain quantity of products but whose deliveries are planned for various dates over a period of time. To do that, you must install the sale_delivery module in extra-addons at the time of writing. A Sales Order is entered as a normal order but you also set the total quantity that will be delivered on each order line. Then you can use the new tab Deliveries on the order to plan the quantities sold and enter your delivery planning there.