Automatic price update in proposal after price change of product

Using my Dolibarr
1

Hello,

is it somehow possible to automatically update all the product prices of a proposal, after changing the price of a product?

At the moment it is like that:

  1. I am creating a proposal with Product X, which costs 199,90€ at the moment
  2. I am changing the Price of Product X to 179,90€, because it is cheaper now
  3. In the proposal it is still 199,90€ and I have no idea how to update it automatically.

Thanks!
BR
Manuel

2

Product card and Offer card are and should be independent from each other at many points.
There are many reasons for this. “Customer Price Policies Rules” is one of them.
Ultimately, if you want to update the price from the “product card” and want to update the prices in the “Customer Offers” from here, it is quite a problematic task.

However, as you know, you can always update the prices of the lines in “Bids”.

3

Thank you for your answer!

So there is no possibility to update the product prices afterwards?

Just image, you made a new customer offer, after 2 weeks, the price of your products (e.g. 30 different products) changed somehow. I would than need to make a whole new offer, or update the price of every single item in the offer by hand. Is this the only way?

Thanks!

4

You can update prices from the lines within the offers (this is only valid for the relevant offer).

However, if you want to update the prices of my existing products collectively, the only built-in way to do this is the import module.

or you can use external modules, below you will find modules link (it is an example, not a recommendation)

5

yes, but it requires a coder that uses the API to find all Proposals with this product and then update those Proposals to reflect the new price of the changed products.

It might be possible to do it using some Ansible using this Ansible URI module ansible.builtin.uri module – Interacts with webservices — Ansible Community Documentation but it will still require a little bit of coding.