odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/invoicing.md

@@ -0,0 +1,18 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/invoicing.html"
+---
+
+:nosearch:
+# 
+# Invoicing Method
+
+.. toctree::
+   :titlesonly:
+
+   invoicing/invoicing_policy
+   invoicing/down_payment
+   invoicing/proforma
+   invoicing/time_materials
+   invoicing/milestone
+   invoicing/expense

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/ewallets_giftcards.md

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+---
+title: "Use eWallets and gift cards"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/ewallets_giftcards.html"
+---
+
+===========================
+# Use eWallets and gift cards
+
+With Odoo, customers can use **eWallets** and **gift cards** for online and in-store shopping.
+
+To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), first enable
+:guilabel:`Discounts, Loyalty & Gift Card` under :menuselection:`Sales app --> Configuration -->
+Settings --> Pricing section`. Once enabled, go to :menuselection:`Sales app --> Products --> Gift
+cards & eWallet` and :guilabel:`Create` a new eWallet or gift card program.
+
+# eWallets
+
+eWallets allow customers to save credits on their online account and use these credits as a payment
+method when buying items in an online store or a brick-and-mortar store. eWallets can also be used
+to centralize multiple :ref:`gift cards <ewallet_gift/gift-cards>`.
+
+Before creating an eWallet program, it is necessary to create an eWallet **top-up** product. Top-ups
+are pre-defined digital credit values added to an eWallet in exchange for its equivalent in real
+currency. These credits can then be used as a payment method in the eCommerce shop or :abbr:`PoS
+(Point of Sale)`. Top-up values can be of different amounts.
+
+.. example::
+   A $50 top-up can be bought for $50, and adds that same amount of credits to the eWallet.
+
+To create a top-up product, go to :menuselection:`Sales app --> Products --> Products` and
+:guilabel:`Create` a new product. On the product template, configure the options as follows:
+
+- :guilabel:`Product Name`: enter a name for the top-up product (for example, `$50 Top-Up`)
+- :guilabel:`Can be Sold`: enabled
+- :guilabel:`Product Type`: select :guilabel:`Service`
+- :guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`
+- :guilabel:`Create on Order`: select :guilabel:`Nothing`
+- :guilabel:`Sales Price`: enter the amount of the top-up
+
+> **note**:
+>    In order to have eWallet top-ups of different amounts, create multiple top-up products and
+   modify the :guilabel:`Sales Price` accordingly.
+
+Once the top-up is created, go to :menuselection:`Sales app --> Products --> Gift cards & eWallet`
+to :guilabel:`Create` an eWallet program. The following configuration options are available:
+
+- :guilabel:`Program Name`: enter a name for the eWallet program
+- :guilabel:`Program Type`: select :guilabel:`eWallet`
+- :guilabel:`eWallet Products`: select the eWallet top-up created earlier. Repeat the process if
+  you created top-ups of different amounts.
+- :guilabel:`Email template`: select the email template used for the email sent to the customer. To
+  create a new template, click on the field, select :guilabel:`Search More`, and then click
+  :guilabel:`Create`.
+- :guilabel:`Currency`: select the currency to use for the eWallet program
+- :guilabel:`Company`: select the company for which the program is valid and available
+- :guilabel:`Available On`: select the applications on which the program is valid and available
+- :guilabel:`Website`: select the website on which the program is valid and available. Leave this
+  field empty to include all websites.
+- :guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which the program is valid
+  and available. Leave this field empty to include all :abbr:`PoS (Point of Sale)`.
+
+.. image:: ewallets_giftcards/ewallet-configuration.png
+   :align: center
+   :alt: eWallet program configuration page
+
+Once the program is configured, click the :guilabel:`Generate eWallet` button in the upper-left
+corner to generate eWallets. eWallets can be generated based on :guilabel:`Customers` and/or
+:guilabel:`Customer Tags`. The quantity is automatically adapted according to the
+:guilabel:`Customers` and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet
+value`. Finally, set the :guilabel:`Valid Until` period if applicable.
+
+Generated eWallets can be accessed through the :guilabel:`eWallets` smart button in the upper-right
+corner. From there, :guilabel:`Send` or :guilabel:`Share` the eWallets via email or a URL link.
+
+.. image:: ewallets_giftcards/ewallet-share.png
+   :align: center
+   :alt: eWallets send and share buttons
+
+Click on an eWallet to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or
+:guilabel:`Balance`. The :guilabel:`Code` of an eWallet *cannot* be changed, deleted, or duplicated.
+
+.. _ewallet_gift/gift-cards:
+
+# Gift cards
+
+Gift cards can be purchased by customers, and in turn used as a payment method upon checkout at an
+eCommerce shop or :abbr:`PoS (Point of Sale)`.
+
+Before creating a new gift card program, it is necessary to first create gift cards as products. To
+do so, go to :menuselection:`Sales app --> Products --> Products` and :guilabel:`Create` a product.
+On the product template, configure the options as follows:
+
+- :guilabel:`Product Name`: enter a name for the gift card product
+- :guilabel:`Can be Sold`: enabled
+- :guilabel:`Product Type`: select :guilabel:`Service`
+- :guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`
+- :guilabel:`Create on Order`: select :guilabel:`Nothing`
+- :guilabel:`Sales Price`: enter the amount of the gift card
+
+> **note**:
+>   In order to have gift cards of different amounts, create multiple gift card products and modify
+  the :guilabel:`Sales Price` accordingly.
+
+Once the gift card product is created, go to :menuselection:`Sales app --> Products --> Gift cards
+& eWallet` to :guilabel:`Create` a gift card program. The following configuration options are
+available:
+
+- :guilabel:`Program Name`: enter a name for the gift card program
+- :guilabel:`Program Type`: select :guilabel:`Gift Card`
+- :guilabel:`Gift Card Products`: select the gift card product created earlier. Repeat the process
+  if you created gift card products of different amounts.
+- :guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift Card Information`
+  template, or create a new template by clicking on the field, selecting :guilabel:`Search More`,
+  and then clicking :guilabel:`Create`.
+- :guilabel:`Print Report`: select :guilabel:`Gift Card`
+- :guilabel:`Currency`: select the currency to use for the gift card program
+- :guilabel:`Company`: select the company for which the program is valid and available
+- :guilabel:`Available On`: select the applications on which the program is valid and available
+- :guilabel:`Website`: select the website on which the program is valid and available. Leave this
+  field empty to include all websites.
+- :guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which the program is valid
+  and available. Leave this field empty to include all :abbr:`PoS (Point of Sale)`.
+
+.. image:: ewallets_giftcards/giftcard-configuration.png
+   :align: center
+   :alt: Gift card program configuration page
+
+Once the program is configured, click the :guilabel:`Generate Gift Cards` button in the upper-left
+corner to generate gift cards. Gift cards can be generated either for :guilabel:`Anonymous
+Customers` or :guilabel:`Selected Customers`. Set the :guilabel:`Quantity to generate` for
+:guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or :guilabel:`Customer
+Tags` for :guilabel:`Selected Customers`. Then, set the :guilabel:`Gift Card value`. Finally, set
+the :guilabel:`Valid Until` period if applicable.
+
+Generated gift cards can be accessed through the :guilabel:`Gift Cards` smart button in the
+upper-right corner. From there, :guilabel:`Send` or :guilabel:`Share` the gift cards via email or a
+URL link.
+
+.. image:: ewallets_giftcards/giftcard-share.png
+   :align: center
+   :alt: Gift cards send and share buttons
+
+Click on a gift card to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or
+:guilabel:`Balance`. The :guilabel:`Code` of a gift card *cannot* be changed, deleted, or
+duplicated.

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/loyalty_discount.md

@@ -0,0 +1,206 @@
+---
+title: "Discount and loyalty programs"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/loyalty_discount.html"
+---
+
+=============================
+# Discount and loyalty programs
+
+The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users to create discount and
+loyalty programs that customers can use for online and in-store shopping. These programs offer more
+varied, public, and time-sensitive pricing options than :doc:`pricelists
+</applications/sales/sales/products_prices/prices/pricing>`.
+
+# Configure the settings
+
+To begin using discount and loyalty programs, navigate to :menuselection:`Sales --> Configuration
+--> Settings`. Under the :guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty &
+Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save
+the changes.
+
+# Configure discount and loyalty programs
+
+To create discount and loyalty programs, go to :menuselection:`Sales --> Products --> Discount &
+Loyalty`.
+
+If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to
+help create the first program. Choose one of the template cards, or click :guilabel:`New` to create
+a new program from scratch.
+
+Or, if there are already existing programs, select an existing program to edit it.
+
+.. image:: loyalty_discount/price-discount-loyalty.png
+   :align: center
+   :alt: Discount and loyalty program template cards.
+
+> **note**:
+>    Templates **only** appear when no programs have been created, and they disappear once the first
+   program is created.
+
+Creating or editing a program opens the program form.
+
+.. image:: loyalty_discount/price-programs.png
+   :align: center
+   :alt: Program options on the loyalty program form.
+
+The program form contains the following fields:
+
+- :guilabel:`Program Name`: Enter the name of the program in this field. The program name is **not**
+  visible to the customer.
+- :guilabel:`Program Type`: Select the desired :ref:`program type
+  <sales/pricing_management/program-types>` from the drop-down menu.
+- :guilabel:`Currency`: Select the currency used for the program.
+- :guilabel:`Pricelist`: If desired, select a pricelist from the drop-down menu to have this loyalty
+  program applied to a specific pricelist (and customers attached to the pricelist). More than one
+  pricelist can be selected in this field. When a single loyalty program is linked to several
+  pricelists, it makes it viable for different customer segments to have different pricelists, but
+  the *same* loyalty programs. If this field is left blank, the program applies to everyone,
+  regardless of pricelist.
+- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards`
+  program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is
+  **only** available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`.
+- :guilabel:`Start Date`: Select the date on which the program becomes valid. Leave this field blank
+  if the program should always be valid and not expire.
+- :guilabel:`End Date`: Select the date on which the program stops being valid. Leave this field
+  blank if the program should always be valid and not expire.
+- :guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number of :guilabel:`usages`
+  to limit the number of times the program can be used during the validity period.
+- :guilabel:`Company`: If working in a multi-company database, choose the one company for which the
+  program is available. If left blank, the program is available to all companies in the database.
+- :guilabel:`Available On`: Select the apps on which the program is available.
+- :guilabel:`Website`: Select a website on which the program is available. Leave this field blank to
+  make it available on all websites.
+- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave
+  this field blank to make it available at all :abbr:`PoS (Point of Sale)`.
+
+> **note**:
+>    The options available on the program form vary depending on the :ref:`Program Type
+   <sales/pricing_management/program-types>` selected.
+
+All of the existing cards, codes, coupons, etc. that have been generated for the program are
+accessible through the smart button located at the top of the form.
+
+.. image:: loyalty_discount/price-programs-items.png
+   :align: center
+   :alt: Program items smart button on the loyalty program form.
+
+> **note**:
+>    In Odoo 17 (and later), when a loyalty card or coupon is associated with a contact in the
+   database, a :guilabel:`Loyalty Cards` smart button conditionally appears on the contact form.
+
+   .. image:: loyalty_discount/loyalty-cards-smart-button.png
+      :align: center
+      :alt: The Loyalty Card smart button as it appears on a contact form in Odoo 17.
+
+   This smart button **only** appears if a loyalty card or coupon is associated with the contact.
+
+.. _sales/pricing_management/program-types:
+
+## Program types
+
+The different :guilabel:`Program Types` available on the program form are:
+
+- :guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to
+  rewards.
+- :guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for
+  rewards on current and/or future orders.
+- :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant
+  access to rewards for the customer.
+- :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the
+  customer.
+- :guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted 1 credit. After
+  accumulating a specified amount of credits, the customer can trade them in to receive (Y) item.
+- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to
+  rewards on the customer's next order.
+
+## Conditional rules
+
+Next, configure the :guilabel:`Conditional rules` that determine when the program applies to a
+customer's order.
+
+In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to :guilabel:`Conditional rules`
+to add *conditions* to the program. This reveals a :guilabel:`Create Conditional rules` pop-up
+window.
+
+.. image:: loyalty_discount/price-conditional-rewards.png
+   :align: center
+   :alt: Rules & Rewards tab of the loyalty program form.
+
+> **note**:
+>    The options for :guilabel:`Conditional rules` vary depending on the selected :ref:`Program Type
+   <sales/pricing_management/program-types>`.
+
+The following options are available for configuring conditional rules:
+
+- :guilabel:`Discount Code`: Enter a custom code to be used for the :guilabel:`Discount Code`
+  program, or use the default one generated by Odoo. This field is only available when the
+  :guilabel:`Program Type` is set to :guilabel:`Discount Code`.
+- :guilabel:`Minimum Quantity`: Enter the minimum number of products that must be purchased in order
+  to access the reward. Set the minimum quantity to at least `1` to ensure that the customer must
+  make a purchase in order to access the reward.
+- :guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with :guilabel:`tax
+  Included` or :guilabel:`tax Excluded`, that must be spent in order to access the reward. If both a
+  minimum quantity *and* minimum purchase amount are entered, then the customer's order must meet
+  both conditions.
+- :guilabel:`Products`: Select the specific product(s) for which the program applies. Leave this
+  field blank to apply it to all products.
+- :guilabel:`Categories`: Select the category of products for which the program applies. Choose
+  :guilabel:`All` to apply it to all product categories.
+- :guilabel:`Product Tag:` Select a tag to apply the program to products with that specific tag.
+- :guilabel:`Grant`: Enter the number of points the customer earns :guilabel:`per order`,
+  :guilabel:`per currency spent`, or :guilabel:`per unit paid` (for the :guilabel:`Loyalty Cards`
+  and :guilabel:`Buy X Get Y` programs).
+
+.. image:: loyalty_discount/price-conditions.png
+   :align: center
+   :alt: Conditional rules configuration window for a discount or loyalty program.
+
+Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click
+:guilabel:`Save & New` to save the rule and immediately create a new one.
+
+## Rewards
+
+In the :guilabel:`Rules & Rewards` tab of the program form, click :guilabel:`Add` next to
+:guilabel:`Rewards` to add *rewards* to the program. This reveals a :guilabel:`Create Rewards`
+pop-up window.
+
+> **note**:
+>    The options for :guilabel:`Rewards` vary depending on the selected :ref:`Program Type
+   <sales/pricing_management/program-types>`.
+
+The following options are available for configuring rewards:
+
+- :guilabel:`Reward Type`: Select the reward type among :guilabel:`Free Product`,
+  :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other options for reward configuration
+  depend on the :guilabel:`Reward Type` selected.
+
+  - :guilabel:`Free Product`:
+
+    - :guilabel:`Quantity Rewarded`: Select the number of free products rewarded to the customer.
+    - :guilabel:`Product`: Select the product given for free as a reward. Only one product can be
+      selected.
+    - :guilabel:`Product Tag`: Select a tag to further specify the free product eligible for the
+      reward.
+
+  - :guilabel:`Discount`:
+
+    - :guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`,
+      :guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the
+      discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the
+      order, or only :guilabel:`Specific Products`.
+    - :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
+      a discount. Leave this field at `0` for no limit.
+
+  - :guilabel:`Free Shipping`:
+
+    - :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
+      a discount. Leave this field at `0` for no limit.
+
+- :guilabel:`In exchange of`: Enter the number of points required to exchange for the reward (for
+  the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs).
+- :guilabel:`Description on order`: Enter the description of the reward, which is displayed to the
+  customer upon checkout.
+
+.. image:: loyalty_discount/price-rewards.png
+   :align: center
+   :alt: Rewards configuration window for a discount or loyalty program.

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/prices/currencies.md

@@ -0,0 +1,224 @@
+---
+title: "Foreign currencies"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/prices/currencies.html"
+---
+
+==================
+# Foreign currencies
+
+With Odoo, pricelists can be used to manage prices in a number of foreign currencies. Specifically,
+Odoo has the ability to work with 167 total currencies.
+
+> **note**:
+>    In order to use multiple currencies in Odoo *Sales*, the *Accounting* application **must** be
+   installed.
+
+# Settings
+
+Once the *Accounting* app has been installed, foreign currencies can be added to the database.
+Navigate to :menuselection:`Accounting app --> Configuration --> Settings`, scroll to the
+:guilabel:`Currencies` section, and locate the :guilabel:`Main Currency` setting.
+
+.. image:: currencies/main-currency-setting-page.png
+   :align: center
+   :alt: How the main currency feature appears on settings page in Odoo Accounting.
+
+Odoo automatically sets the main currency as the currency of the country the company is based in.
+
+To change the main currency of the company, select the drop-down menu in the :guilabel:`Currency`
+field, select the desired currency, and be sure to :guilabel:`Save` the changes.
+
+> **tip**:
+>    To ensure currency rates are updated automatically, enable the *automatic currency rates* feature
+   on the *Accounting* settings page (:menuselection:`Accounting app --> Configuration --> Settings
+   --> Currencies section`).
+
+   .. image:: currencies/automatic-currency-rates.png
+      :align: center
+      :alt: How the main currency feature appears on settings page in Odoo Accounting.
+
+   Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, choose a designated
+   bank to get the currency rates from in the :guilabel:`Service` field drop-down menu, and select
+   an :guilabel:`Interval` of time for the updates to take place. Then determine when the date of
+   the :guilabel:`Next Run` should be.
+
+   To instantly update the currency rates, click the :guilabel:`🔁 (circular arrows)` icon, located
+   to the right of the :guilabel:`Next Run` field.
+
+   When all configurations are complete, be sure to :guilabel:`Save` all changes.
+
+> **note**:
+>    All payment methods **must** be in the same currency as the sales journal, or the company
+   currency, if the company currency is not set. If it is not the same, a :guilabel:`Validation
+   Error` message appears.
+
+# View, edit, and add currencies
+
+To view, edit, and add currencies to the database, making them available on pricelists and on the
+:guilabel:`Main Currency` drop-down menu, click the :guilabel:`Currencies` link, located beneath the
+:guilabel:`Currency` field on the :menuselection:`Accounting app --> Settings` page.
+
+When the :guilabel:`Currencies` link is clicked, a separate :guilabel:`Currencies` page is revealed.
+
+.. image:: currencies/main-currencies-page.png
+   :align: center
+   :alt: How the main currencies page appears in Odoo Accounting.
+
+On this page, Odoo provides a master list of 167 global currencies. Each row shows the corresponding
+:guilabel:`Currency`, :guilabel:`Symbol`, :guilabel:`Name`, date of the :guilabel:`Last Update`, and
+:guilabel:`Current Rate` (compared to the default currency of the country in which the company is
+based).
+
+To the far right, there are two columns, which can be toggled on or off:
+
+- :guilabel:`Active`: this currency is activated, which means it can be added to a pricelist, or
+  used as the main currency of the company, if desired (via :menuselection:`Accounting app -->
+  Configuration --> Settings --> Currencies section`).
+
+> **note**:
+>    By default, all the :guilabel:`Active` currency options are at the top of the list.
+
+> **tip**:
+>    It is recommended that *at least* one pricelist is created per :guilabel:`Active` currency. See
+   :doc:`./pricing` to learn more about pricelist configuration.
+
+To toggle options on/off, click the toggle switch in the row for the corresponding column. When *on*
+the color of the switch is green. When *off*, the color of the switch is grey.
+
+## Currency detail form
+
+To edit any currency on the :guilabel:`Currencies` page, click the desired currency to reveal the
+detail form for that specific currency, and proceed to make any necessary changes.
+
+.. image:: currencies/currency-detail-form.png
+   :align: center
+   :alt: How a currency detail form looks in Odoo Accounting.
+
+On the currency detail form, the relevant currency code appears in the :guilabel:`Currency` field.
+Beneath that, the name for the currency is in the :guilabel:`Name` field.
+
+Then, toggle the currency's availability with the :guilabel:`Active` toggle: *on* is indicated with
+a green switch, and *off* is indicated with a grey switch.
+
+On the right of the currency detail form, the appropriate :guilabel:`Currency Unit` (e.g. `Dollars`)
+and :guilabel:`Currency Subunit` (e.g. `Cents`) can be found.
+
+Next, under the :guilabel:`Rates` tab, the various conversion rates can be viewed, added, or
+deleted. Each row shows the :guilabel:`Date` of that specific rate, the :guilabel:`Company` to which
+it is connected, followed by the :guilabel:`Unit per...` and :guilabel:`...per Unit`.
+
+> **note**:
+>    The *...* in each of the last two columns represents the main currency set for the company. For
+   example, if the main currency is set to `USD`, the columns are titled :guilabel:`Unit per USD`
+   and :guilabel:`USD per Unit`.
+
+To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` tab, and proceed to fill in
+the necessary information in the aforementioned columns.
+
+## Main currency detail form
+
+If the selected currency is the main currency of the company, a blue banner appears at the top of
+the currency detail form with the message: :guilabel:`This is your company's currency.`.
+
+.. image:: currencies/main-currency-detail-form.png
+   :align: center
+   :alt: How a main currency detail form looks in Odoo Accounting.
+
+All the fields are the same as a typical currency detail form, but there will **not** be a
+:guilabel:`Rates` tab because all other currency rates are based off the main currency of the
+company.
+
+# Create new currency
+
+If a desired currency isn't on the :guilabel:`Currencies` page, click the :guilabel:`New` button to
+open a blank currency template form.
+
+> **tip**:
+>    The same :guilabel:`New` button is located in the upper-right corner of any currency detail form.
+
+.. image:: currencies/blank-currency-detail-form.png
+   :align: center
+   :alt: How a blank currency detail form looks in Odoo Accounting.
+
+On the blank currency detail form, proceed to enter the desired currency code in the
+:guilabel:`Currency` field. Beneath that, enter the name for the currency in the :guilabel:`Name`
+field.
+
+Then, toggle the currency's availability with the :guilabel:`Active` toggle switch.
+
+On the right of the currency detail form, enter the appropriate :guilabel:`Currency Unit` (e.g.
+`Dollars`) and appropriate :guilabel:`Currency Subunit` (e.g. `Cents`).
+
+Next, under the :guilabel:`Rates` tab, add a new rate by clicking :guilabel:`Add a line`. Then,
+proceed to confirm and adjust the :guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`,
+and :guilabel:`...per Unit` fields to ensure all the auto-populated information is accurate.
+
+> **note**:
+>    The *...* in each of the last two columns represents the main currency set for the company. For
+   example, if the main currency is set to `USD`, the columns are titled :guilabel:`Unit per USD`
+   and :guilabel:`USD per Unit`.
+
+# Currency-specific pricelists
+
+It is recommended that *at least* one pricelist is created per active currency in the database. To
+create (or assign) a pricelist to a specific currency, start by navigating to :menuselection:`Sales
+app --> Products --> Pricelists`.
+
+From the :guilabel:`Pricelists` page, either select an existing pricelist to edit, or click
+:guilabel:`New` to create a new pricelist.
+
+On the pricelist detail form, for either a new or existing pricelist, adjust the
+:guilabel:`Currency` field as desired.
+
+.. seealso::
+   :doc:`./pricing` to learn more about pricelist configuration.
+
+# Auto-conversion from public price
+
+It should be noted that the public price seen on products is directly related to the main currency
+the company has set, which is configured by navigating to :menuselection:`Accounting app -->
+Configuration --> Settings --> Currencies section --> Main Currency --> Currency drop-down menu`.
+
+The sales price automatically updates if the pricelist is changed to a different pricelist that has
+a different currency than the company's main currency. The change in price is directly related to
+the updated conversion rate for that currency.
+
+# Set product prices
+
+In order to have product prices set in place to avoid any changes in currency rates, start by
+navigating to :menuselection:`Sales app --> Products --> Products`.
+
+From the :guilabel:`Products` page, select the desired product to modify. Or, create a new product
+by clicking the :guilabel:`New` button.
+
+Then, on the product detail form, click the :guilabel:`Extra Prices` smart button, located in the
+upper-left corner. Doing so reveals a separate :guilabel:`Price Rules` page, specific to that
+particular product.
+
+.. image:: currencies/price-rules-currencies.png
+   :align: center
+   :alt: How to set product prices based on foreign currency pricelists in Odoo Sales.
+
+Click :guilabel:`New`, and select the desired pricelist from the drop-down menu in the
+:guilabel:`Pricelist` column.
+
+The :guilabel:`Applied On` field is auto-populated with the product, so proceed to enter in the
+desired figures in the :guilabel:`Min. Quantity` and :guilabel:`Price` fields.
+
+> **note**:
+>    The figure in the :guilabel:`Min. Quantity` field means the :guilabel:`Price` being set will
+   **only** trigger if at least that amount of product is purchased.
+
+If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` for the set prices.
+Leaving those columns blank ensures the set price will remain valid, regardless of the date of sale.
+
+If working in a multi-company environment, designate to which company this price rule should be
+applied in the :guilabel:`Company` field. Leaving that field blank ensures the price rule applies to
+all companies in the database.
+
+With those configurations complete, regardless of any changes/updates in conversion, whenever those
+designated pricelists are applied to a customer trying to purchase this specific product, these
+pre-determined set prices appear.
+
+.. seealso::
+   :doc:`./pricing`