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 Contact in Odoo 15.

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 Customer Invoices, but Pricelists are set at a company level, so remove the   Customer Invoices filter by clicking the  next to the filter in the search bar.


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. 

Don't forget to click SAVE!

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