Pricing is a critical element of any business strategy. Set your prices too high and you may lose customers; too low and you risk eating into your profit margins. In an increasingly competitive market, smart pricing can mean the difference between thriving and merely surviving. Thankfully, with the open-source ERP and CRM software Dolibarr, you have access to the Price Selling module—a powerful tool to manage, configure, and optimize your sales pricing strategy across products, customers, and markets.

In this comprehensive article, we’ll dive deep into how you can use the Price Selling module in Dolibarr to take full control of your pricing, streamline your sales process, and increase profitability. Whether you’re running a retail business, a wholesale operation, or a service-based company, this module has features that can adapt to your needs.

Understanding the Role of Price Management in Business

Before we explore the technical aspects of Dolibarr’s module, it’s important to understand why price management matters. Effective pricing is not just about assigning a dollar amount to a product or service. It involves:

• Understanding customer value perception

• Adjusting for market competition

• Factoring in production, distribution, and operational costs

• Creating pricing rules based on volume, region, or customer type

• Offering promotional prices or discounts during specific periods

Dolibarr’s Price Selling module is designed to help you automate and manage these pricing variables efficiently.

Introduction to Dolibarr ERP/CRM and Its Modular Nature

Dolibarr is a web-based, open-source ERP and CRM platform designed for small and medium-sized enterprises (SMEs). What makes Dolibarr especially attractive is its modular design. Users can enable only the functionalities they need, minimizing system complexity and maximizing performance.

The Price Selling module is one of the many modules that can be activated within Dolibarr. It connects with core components such as Products/Services, Third Parties, Invoices, Proposals, Orders, and Stock to provide an integrated pricing solution. Once activated, it becomes an essential part of your sales management toolkit.

Activating and Accessing the Price Selling Module

To get started, log in as an administrator and navigate to the list of available modules. Locate “Price Selling” and click “Activate.” Once enabled, new options become available under the Products/Services and Sales menus. These include price level management, customer-specific pricing, and margin simulation tools.

For businesses already using Dolibarr, activating this module does not disrupt existing configurations. Instead, it enhances the current pricing functions by adding more flexibility and precision.

Setting Up Base Prices and Selling Prices

The base price of a product in Dolibarr is usually defined at the time of product creation. However, the Price Selling module allows you to go far beyond a single price per product.

You can define multiple selling prices for each product based on:

• Customer type (retail, reseller, VIP)

• Price levels (standard, promotional, seasonal)

• Quantity brackets (bulk pricing)

• Currencies (multi-currency support)

• Specific customers (customer-specific pricing)

Each price can be configured manually or set using a formula based on purchase price, margin percentage, or a multiplier.

Managing Multiple Price Levels

In most businesses, it’s common to offer different pricing levels depending on the customer. Dolibarr allows you to define unlimited price levels and assign them to customers as needed.

For example, you might have:

• Level 1: Standard pricing for regular customers

• Level 2: Discounted pricing for partners

• Level 3: VIP pricing for long-term clients

When a customer is assigned a price level, all product prices automatically adjust according to the level configuration. This eliminates the need to maintain separate product lists for each pricing tier.

Customer-Specific Pricing

There are cases where a customer negotiates a unique price for a specific product. Dolibarr allows you to define customer-specific pricing directly within the customer’s profile or via the product card.

This feature is especially useful for:

• B2B transactions

• Framework agreements

• Long-term service contracts

These custom prices override standard pricing levels and ensure that each customer receives the agreed-upon rate.

Advanced Price Rules and Conditions

The Price Selling module also enables advanced pricing logic. You can create rules based on various conditions:

• Quantity purchased

• Purchase date or promotional period

• Product category or attributes

• Geographic region or shipping zone

• Payment terms or delivery methods

Using these rules, you can automate discounts like “Buy 10, get 10% off” or “20% off all electronics during Q4.” Rules can be set to activate and expire on specific dates, ensuring timely execution of marketing campaigns.

Simulating Margins and Profitability

Dolibarr doesn’t just let you define prices; it also helps you analyze them. With margin simulation tools, you can:

• Compare purchase price with various selling prices

• Calculate gross margin percentages

• Identify low-margin products

• Evaluate pricing impact before rollout

This simulation helps you avoid setting prices that could lead to losses or minimal profits. By understanding your margins upfront, you make data-driven decisions that support long-term profitability.

Integration with Sales Documents

Pricing data from the module is fully integrated into Dolibarr’s commercial documents:

• Quotes/Proposals

• Sales Orders

• Invoices

When you create a document for a customer, the system automatically pulls the correct price based on their assigned level or specific pricing. This reduces errors, speeds up document creation, and ensures consistency across transactions.

You can also include notes on discounts, payment terms, or pricing logic directly on the documents, which is useful for both sales teams and clients.

Multi-Currency and International Pricing Support

If your business operates internationally, the Price Selling module has robust features for multi-currency support. You can:

• Define prices in multiple currencies

• Automatically apply currency conversion rates

• Display price lists based on customer location

This is particularly helpful for eCommerce businesses or wholesalers dealing with cross-border clients. You maintain consistency while adapting to local financial contexts.

Price Lists and Export Features

Dolibarr lets you generate and export price lists in various formats (PDF, Excel, CSV). These lists can be customized to show only relevant price levels or customer-specific data.

This functionality is ideal for:

• Sales representatives in the field

• Trade shows and exhibitions

• Sending quotations to clients

Price lists can be updated in bulk using import tools, saving time when updating prices for dozens or hundreds of products.

Automating Price Updates

Prices often need adjustment due to supplier cost changes, inflation, or strategic shifts. The Price Selling module lets you:

• Batch update prices using formulas

• Schedule future price changes

• Synchronize prices across categories

For instance, you can apply a 5% increase to all products in a specific category starting next month. Automation minimizes manual work and ensures that price changes are implemented accurately and on time.

Promotional Campaign Management

You can use the Price Selling module to manage limited-time offers or promotions. Set start and end dates, apply discounts by percentage or amount, and even segment your promotions by customer groups or product lines.

This is useful for:

• Seasonal sales

• Product launches

• Clearance events

Tracking the effectiveness of promotions is possible through linked sales reports, helping you evaluate ROI and fine-tune future campaigns.

User Rights and Control

Dolibarr lets you control who can view or edit pricing data. You can assign permissions by user role, ensuring that only authorized personnel can change or view sensitive pricing information.

For example:

• Sales managers: full access

• Sales reps: view-only access

• Accountants: access to margin data

This adds a layer of security and governance to your pricing strategy.

Reporting and Analytics

To continuously improve pricing performance, Dolibarr offers reporting tools that show:

• Best-selling products by price level

• Revenue per customer category

• Margin by product or product family

• Discount trends over time

You can export this data or create visual dashboards to present key insights to stakeholders.

Customization and Extensibility

Because Dolibarr is open-source, you can tailor the Price Selling module to fit your exact needs. Developers can:

• Add custom pricing fields

• Build integrations with external platforms (e.g., WooCommerce, Magento)

• Create APIs for real-time price synchronization

There’s also a growing ecosystem of third-party modules and community contributions that extend functionality even further.

Tips for Maximizing the Price Selling Module

To make the most of this module:

• Keep your base purchase costs updated

• Regularly analyze margins and profitability

• Use pricing rules to reward loyalty and incentivize volume

• Combine price levels with marketing automation tools

• Educate your sales team on how pricing tiers work

Strategic use of the module can significantly boost both revenue and customer satisfaction.

Conclusion: Smarter Pricing, Stronger Business

The Price Selling module in Dolibarr empowers businesses to implement sophisticated pricing strategies without the complexity or cost of enterprise-level software. By leveraging its features—from price levels and custom rules to margin simulations and promotions—you gain precise control over how you sell, to whom, and at what profit.

For any business that wants to remain competitive, agile, and profitable in today’s market, mastering pricing with Dolibarr isn’t just an option—it’s a strategic imperative. Start optimizing your selling prices today and unlock the full potential of your products and services with Dolibarr.