Unit of Measure
We have discussed this particular feature in previous blogs and the first part of this series of blogs. You should only activate it if a translation exists between different purchasing units regarding sales. It is not necessary to display individual units.
This is another quite powerful feature in Odoo. As far as I am aware, there is no installation that did not require its set-up. However, that does not necessarily mean that there isn’t one somewhere. In a nutshell, the feature is about adjusting a product’s standard sales prices for customers or distribution channels. The function is available in two varieties. One shows a somewhat simpler display and maintenance where you can enter products and their respective prices. You are also able to adjust validity periods. The more extended version allows you to create pricing rules that have to be met before a price, a discount, or a formula for price calculation is applied.
Since I have started working with Odoo, which is to say since 2007 (when Odoo still was known as TinyERP 4.2), this function has been available and for many years only in the „Advanced Version“ (as it is called today). The simplified version has only been introduced together with the eCommerce Module. Basically, the calculation and complexity are always the same, but – depending on the selected option – it is presented in a more straightforward or more complicated way.
And since I am used to it after all these years, I feel at home in the Advanced Version and keep installing it.
In combination with the multi-currency option in the Finance Module, price lists will take over the control of the currency for the customer. However, you can also define rules that allow the setting of a fixed price. You can use it, for example, to determine an amount in another currency to avoid strange values due to the current exchange rate, to allow the setting of a discount rate, or to combine discounts, surcharges, and rounding up or down.
Product groups, major products (we have used their technical term „product templates“ above), and variants that are may now be combined with the ordered quantity and a validity period.
The feature may also be used quite conveniently to set up „general pricing conditions regarding the customer,“ regardless of whether it is a trading company, a manufacturer, or a service provider.
In general, it is possible to create or maintain subordinate addresses or contact persons for companies or contacts, and to differentiate between invoicing or delivery addresses. But when you create an offer or an order, you do not have much control over this process, since there is only one field „customer“ on display, while alternate addresses are loaded and used only in the background.
It is more comfortable by far to live without this feature if you only have one deviating invoicing or delivery address, or only a deviating invoicing address without a delivery address, because the customer is a service provider and the delivery address may have been entered in the commentary field in the offer. Otherwise, it should be activated by all means.
This feature is a small function with a significant impact. Customers often ask how a delivery stop could be initiated. The answer to this question is: with this feature!
Using it, you can enter a „Warning“ or „Blocking“ message. In the first option, a pop-up window with a pre-formulated text appears as soon as an offer is created for this customer. If you select a blocking message, another pre-configured text appears, but you are not allowed to enter an offer.
This function may also be activated for purchasing, deliveries, invoices, and products.