Sales: Products: Pricelists: Apply a Pricelist to a Contact

Purpose

The purpose of this document is to show you how to apply a Pricelist to a Company in Odoo 13.

Process

To get started, navigate to the Sales app. 

Odoo image and text block

Apply to a Contact

Click Orders > Customers. By default, this page will show Customers, but Pricelists are set at a company level, so remove the Customers filter by clicking the x next to the entry in the search bar.

Next, enable  Filters > Companies.


Select the company to apply the pricelist to from the list. This will open their contact record.

Click EDIT, then under the SALES & PURCHASE tab, choose the Pricelist that you want this customer associated with. 

Click SAVEYou will now see the pricelist that you selected next to the Pricelist field. 

Now, anytime you add this customer to a Sales Order or RFQ, this preset pricelist will be applied.