Sale Dealer Margin
Web Sale Dealer Margin
Geminate comes with feature to set dealer sales margin on product, product variant and globally. by this, we can keep separate configuration for b2c customer and b2b dealers. even it provides generic way to manage tax included and tax excluded pricing as well. user can configure or change on sale quotation, sale order and sales invoice as well to give special pricing to special dealers.
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Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Screenshots
User Configuration:.
- If it is checked then the user will be considered as dealer and its related customer's sale order and invoice's calculation is done based on product's dealer prices.
Dealer Margin:(3 ways to apply dealer margin):
1) Dealer Margin on Product Variant:
- If dealer margin is set on product variant then it will be used to calculate dealer price or else it will automatically set the parent product dealer margin.If parent product dealer margin is not set then it will automatically set the globally configured dealer margin.
2) Dealer Margin on Product:
- If dealer margin is set in product then it will be used to calculate dealer price or else it will automatically set the globally configured dealer margin.
3) Global Dealer Margin:
- It is given last priority i.e if dealer margin is not set on product variant and products then it will applied by default.
Dealer Margin Calculation:
1) Dealer Price (For Tax-Excluded)
2) Dealer Price (For Tax-Included)
Dealer Sale order:
- If customer selected is a dealer then sale order will be a Dealer Sale order.
- When new saleorder line is added by default product dealer price is applied to unit price and dealer discount will be automatically set from product's dealer margin.
Dealer Price Configuration Wizard:
- You can modify the dealer price or dealer discount by clicking the "Edit" icon which is on left side of each order line.
After making changes in Dealer Price Configuration Wizard:
Sale order Report (For Dealer)
Invoice created based on sale order (Ref-SO092)
Group by Dealer Order in search view
Dealer Invoice:
- If customer selected is a dealer then invoice will be a Dealer Invoice.
- When new invoice line is added by default product dealer price is applied to unit price and dealer discount will be automatically set from product's dealer margin.
Dealer Price Configuration Wizard:
- You can modify the dealer price or dealer discount by clicking the "Edit" icon which is on left side of each invoice line.
After making changes in Dealer Price Configuration Wizard:
Invoice Report (For Dealer)
Group by Dealer Invoice in search view
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