diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions.rst b/content/applications/sales/sales/send_quotations/terms_and_conditions.rst index 9cb44753f..b34ac6ed4 100644 --- a/content/applications/sales/sales/send_quotations/terms_and_conditions.rst +++ b/content/applications/sales/sales/send_quotations/terms_and_conditions.rst @@ -1,117 +1,151 @@ -====================== -Add terms & conditions -====================== +==================== +Terms and conditions +==================== -Specifying terms and conditions is essential to set out important contractual points such as payment -terms, limitation of liability and delivery terms between customers and sellers. Every seller must -declare all formal information concerning products and company policy. On the other hand, each -customer must take note of all these conditions before committing to anything. With Odoo Sales, it -is very easy to include your default terms and conditions on every quotation, sales order, and -invoice that you manage. +Specifying terms and conditions is essential to establish important contractual points, such as +payment terms, limitations of liability, and delivery terms between customers and sellers. -Default Terms & Conditions -========================== +Sellers must declare all formal information concerning products and company policy. Conversely, +customers must take note of all these conditions before committing to a purchase. + +With Odoo *Sales*, it's very easy to include default terms and conditions on every quotation, sales +order, and invoice. + +Default terms and conditions +============================ Configuration ------------- -Go to :menuselection:`Accounting --> Configuration --> Settings` and activate -*Default Terms & Conditions*. +Go to :menuselection:`Accounting app --> Configuration --> Settings`, scroll to the +:guilabel:`Customer Invoices` heading, and check the box beside the :guilabel:`Default Terms & +Conditions` feature to activate it. -.. image:: terms_and_conditions/terms_conditions_1.png +.. image:: terms_and_conditions/terms-conditions-setting.png :align: center - :class: img-thumbnail - :alt: How to enable Default Terms & Conditions on Odoo Sales? + :alt: How to enable Default Terms and Conditions on Odoo Sales. .. note:: - Please note that this feature is activated via the settings of the **Invoicing App** and **not** - via the settings of the **Sales App**. Moreover, you don't need to install the invoicing - application since it is done automatically with the installation of the sales application. + Please note that this feature is activated via the settings of the *Accounting* app, and **not** + in the settings of the *Sales* app. -DT&C on your quotations, sales orders, and invoices ---------------------------------------------------- +In the :guilabel:`Settings` of the :menuselection:`Accounting` application, after activating the +:guilabel:`Default Terms & Conditions` feature, a field appears beneath the feature. In this field, +specific terms and conditions can be entered. -In the settings of the **Invoicing App**, you have the possibility to insert your default terms -and conditions. - -.. image:: terms_and_conditions/terms_conditions_2.png +.. image:: terms_and_conditions/terms-conditions-setting-field.png :align: center - :class: img-thumbnail - :alt: Default Terms & Conditions on quotation on Odoo Sales + :alt: Default Terms and Conditions on quotation on Odoo Sales. -They appear subsequently on every quotation, sales order, and invoice. +Click :guilabel:`Save` to save the terms and conditions. -DT&C on your quotation templates --------------------------------- +These terms and conditions appear on every quotation, sales order, and invoice. -According to your business needs, you can specify your terms and conditions on your quotation -templates. This is interesting if you have different terms and conditions within your company. +Quotation templates +------------------- -.. image:: terms_and_conditions/terms_conditions_3.png +Default terms and conditions can be applied to quotation templates, as well, depending on the +specific needs of the business. This is useful when various terms and conditions are used within a +company. + +.. note:: + When a quotation template is used on a quotation, the quotation uses the terms and conditions + specified on that template, over the terms and conditions specified in the settings. + +First, navigate to the :menuselection:`Sales app --> Configuration --> Quotation Templates` to view +all the quotation templates. From here, either select a template or create a new one, via the +:guilabel:`Create` button. + +Once on the desired quotation template form, click :guilabel:`Edit`, and enter in specific terms and +conditions that should be applied to this quotation template, at the bottom of the :guilabel:`Lines` +tab. Once done, click :guilabel:`Save` to save all changes. + +.. image:: terms_and_conditions/terms-conditions-lines-tab.png :align: center - :class: img-thumbnail - :alt: Add Default Terms & Conditions to your quotation templates on Odoo Sales - -.. important:: - Be sure to check out our documentation about quotation templates: :doc:`quote_template`, - to master each step of this amazing feature. - -General Terms & Conditions -========================== - -GT&C on your website --------------------- - -Use the **Website App** and create your own general terms and conditions page. For example, here is -the Odoo terms and conditions page: - -.. image:: terms_and_conditions/terms_conditions_4.png - :align: center - :class: img-thumbnail - :alt: General Terms & Conditions on your website - -You can refer to this page in the footer of all your documents. The layout is available in the -**General Settings** under the **Business Documents** category. For example, this footer appears -in every document from Odoo. - -.. image:: terms_and_conditions/terms_conditions_7.png - :align: center - :class: img-thumbnail - :alt: General Terms & Conditions in your business documents - -GT&C as attachment in your emails ---------------------------------- - -Attach an external document with your general terms and conditions when you are about to send your -quotation by email to your customers. - -.. image:: terms_and_conditions/terms_conditions_5.png - :align: center - :class: img-thumbnail - :alt: General Terms & conditions as attachment in your email - -GT&C as attachment in your quotation templates ----------------------------------------------- - -Create and edit email templates to set a default attachment for all quotation emails that you -will send in the future. To do so, you have to go to :menuselection:`Sales --> Configuration ---> Quotation templates` and create a new quotation template or modify an existing one. Under -the confirmation tab, you are now able to activate online signatures, online payments and to set -a confirmation mail in which you have the possibility to configure the default attachment. -There, you can put your general terms & conditions. - -.. image:: terms_and_conditions/terms_conditions_6.png - :align: center - :class: img-thumbnail - :alt: General Terms & conditions as attachment in your quotation templates - -.. tip:: - To customize your email templates, activate the **developer mode** and - go to :menuselection:`Settings --> Technical --> Email --> Templates`. - -With Odoo Sales it is now very simple to deal with terms & conditions. + :alt: Add Default Terms and Conditions to quotation templates on Odoo Sales. .. seealso:: - - :doc:`quote_template` - - :doc:`get_signature_to_validate` - - :doc:`get_paid_to_validate` + :doc:`/applications/sales/sales/send_quotations/quote_template` + +Attachment on confirmation emails +--------------------------------- + +Terms and conditions can also be sent as an attachment on the confirmation email of a quotation +template. + +To do so, navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates` and +create a new quotation template (via the :guilabel:`Create` button), or modify an existing one. + +On the desired quotation template form, click :guilabel:`Edit`. Under the :guilabel:`Confirmation` +tab, there are options to activate an :guilabel:`Online Signature`, :guilabel:`Online Payment`, and +:guilabel:`Confirmation Mail`. + +Click on the :guilabel:`Confirmation Mail` field to reveal a drop-down menu from which an email +template can be chosen or created. To create a new email template from here, start typing the name +of this new template, and then select :guilabel:`Create and Edit...`, which reveals a +:guilabel:`Create: Confirmation Mail` pop-up form. + +On this pop-up form, customize the email message in a number of different ways, but be sure to click +:guilabel:`Attachments` at the bottom of the :guilabel:`Content` tab to add the desired terms and +conditions attachment to the mailing. Once done, click :guilabel:`Save` to save all changes. + +.. image:: terms_and_conditions/terms-conditions-create-edit.png + :align: center + :alt: Terms and conditions as attachment in quotation templates. + +Website page +============ + +Use the Odoo *Website* application to create a terms and conditions page. To do that, first navigate +to the front-end of the website, via :menuselection:`Website app --> Go to Website`. From here, +click :guilabel:`+ New` in the top right corner of the page, then select :guilabel:`Page`. Give the +terms and conditions page a title in the pop-up form that appears. + +Then, decide if this page should be accessible via the main website header menu, using the +:guilabel:`Add to menu` toggle in the pop-up form, and click :guilabel:`Continue` to create the new +page. + +Doing so reveals a blank page on the website that can be fully customized and edited with Odoo's +drag-and-drop building blocks. Use those building blocks to add the terms and conditions to the +page, and click :guilabel:`Save` to save all changes. + +Don't forget to publish the page, via the :guilabel:`Unpublished` / :guilabel:`Published` toggle at +the top of the page. Unpublished pages will **not** be accessible to website visitors. + +.. image:: terms_and_conditions/terms-conditions-page-frontend.png + :align: center + :alt: Terms and Conditions on a website. + +This terms and conditions page can be linked in the footer of all documents, if desired. To do that, +access the document layout by navigating to the :menuselection:`Settings` app. In the +:guilabel:`General Settings`, under the :guilabel:`Business Documents` heading, click +:guilabel:`Configure Document Layout` (located beneath :guilabel:`Document Layout`). + +Doing so reveals a :guilabel:`Configure your document layout` pop-up form. On this form, in the +:guilabel:`Footer` field, enter the URL for the terms and conditions page on the website. + +It's good practice to also provide a brief title prefacing the URL, so customers know what the link +leads to when they see it on the footer of documents. + +.. image:: terms_and_conditions/terms-conditions-footer-field.png + :align: center + :alt: Terms and Conditions in business documents. + +Email attachments +================= + +Odoo provides the ability to attach an external document, such as one containing terms and +conditions, when quotations are sent by email to customers. + +On a quotation, sales order, or other document, click the :guilabel:`Send by Email` button to send +an email to the customer. Then, on the email form, click :guilabel:`Attach a File` to attach the +terms and conditions document. + +.. image:: terms_and_conditions/terms-conditions-attach-file.png + :align: center + :alt: Terms and conditions as attachment in emails. + +.. seealso:: + - :doc:`/applications/sales/sales/send_quotations/quote_template` + - :doc:`/applications/sales/sales/send_quotations/get_signature_to_validate` + - :doc:`/applications/sales/sales/send_quotations/get_paid_to_validate` diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_5.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-attach-file.png similarity index 100% rename from content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_5.png rename to content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-attach-file.png diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_6.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-create-edit.png similarity index 100% rename from content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_6.png rename to content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-create-edit.png diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-footer-field.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-footer-field.png new file mode 100644 index 000000000..b16b7b4c5 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-footer-field.png differ diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-lines-tab.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-lines-tab.png new file mode 100644 index 000000000..1e6edf625 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-lines-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-page-frontend.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-page-frontend.png new file mode 100644 index 000000000..2e3e27607 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-page-frontend.png differ diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_2.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-setting-field.png similarity index 100% rename from content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_2.png rename to content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-setting-field.png diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_1.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_1.png rename to content/applications/sales/sales/send_quotations/terms_and_conditions/terms-conditions-setting.png diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_3.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_3.png deleted file mode 100644 index 0bf769276..000000000 Binary files a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_3.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_4.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_4.png deleted file mode 100644 index 3a31cb215..000000000 Binary files a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_4.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_7.png b/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_7.png deleted file mode 100644 index fe46463e9..000000000 Binary files a/content/applications/sales/sales/send_quotations/terms_and_conditions/terms_conditions_7.png and /dev/null differ