Margins on Sales Orders

348 Table 22.4: Examples of products with their different prices Product Sale Price Cost Price Default supplier price Acclo Portable 1,200 887 893 Toshibishi Portable 1,340 920 920 Berrel Keyboard 100 50 50 Office Computer 1,400 1,000 1,000 Default Price Lists Figure 22.17: Default pricelist after installing OpenERP When you install the software two pricelists are created by default: one for sales and one for purchases. These each contain only one pricelist version and only one line in that version. The price for sales defined in the Default Public Pricelist is set by default to the Public Price of the product in the product file, which is the Sale Price in the Product file. The price for purchases defined in the Default Purchase Pricelist is set by default in the same way to the Cost Price of the product in the product file. Trading Company Take the case of a trading company, where the sale price for resellers can be defined like this: • For portable computers, the sale price is calculated from the list price of the supplier Acclo, with a supplement of 23 on the cost of purchase. • For all other products the sale price is given by the standard cost in the product file, on which 31 is added. The price must end in .99 . • The sale price of Berrel keyboards is fixed at 60 for a minimum quantity of 5 keyboards purchased. Otherwise it uses the rule above. • Assume that the Acclo pricelist is defined in OpenERP. The pricelist for resellers and the pricelist version then contains three lines: 1. Acclo line: – Product Category : Portables , – Based on : Other pricelist , – Pricelist if other : Acclo pricelist , – Field1 : -0.23 , – Priority : 1 . 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.