[IMP] accounting/sales: default terms and conditions + quotation templates

task-3304938

closes odoo/documentation#4766

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>

content/applications/finance/accounting/customer_invoices.rst

@@ -229,6 +229,7 @@ the material has been shipped to the customer.
 
    customer_invoices/overview
    customer_invoices/payment_terms
+   customer_invoices/terms_conditions
    customer_invoices/cash_discounts
    customer_invoices/credit_notes
    customer_invoices/cash_rounding

content/applications/finance/accounting/customer_invoices/terms_conditions.rst

@@ -0,0 +1,40 @@
+==================================
+Default terms and conditions (T&C)
+==================================
+
+Specifying terms and conditions is essential to establish important contractual points, such as
+return and refunds, warranty, and after-sale services.
+
+You can add default terms and conditions at the bottom of all customer invoices, sales orders, and
+quotations, either as text or a link to a web page.
+
+.. seealso::
+   `Odoo Tutorial: Terms & Conditions
+   <https://www.odoo.com/slides/slide/terms-conditions-1680?fullscreen=1>`_
+
+Configuration
+=============
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
+Invoices`, enable :guilabel:`Default Terms & Conditions`. By default, the :guilabel:`Add a Note`
+option is selected, and the terms and conditions are displayed at the bottom of the document. Enter
+the terms and conditions in the text box below.
+
+.. image:: terms_conditions/terms-note.png
+   :alt: Example of terms and conditions as a note
+
+.. tip::
+   You can also add a PDF version of your terms and conditions as an attachment when sending the
+   document via email. Edit the email templates if you want to include them by default.
+
+Alternatively, to display the terms and conditions on a web page, select the :guilabel:`Add a link
+to a Web Page` option and click :guilabel:`Save`. Click :guilabel:`Update Terms`, edit the
+content, and click :guilabel:`Save`. The link to that page is then added as a note in your document.
+
+.. note::
+   You can edit the layout and content of the page using the :doc:`Website
+   </applications/websites/website>` app. If the Website app is activated, the :guilabel:`Edit in
+   Website Builder` option then replaces :guilabel:`Update Terms`.
+
+.. image:: terms_conditions/terms-webpage.png
+   :alt: Example of terms and conditions as a web page

content/applications/sales/sales/send_quotations.rst

@@ -13,5 +13,4 @@ Send Quotations
    send_quotations/get_paid_to_validate
    send_quotations/deadline
    send_quotations/different_addresses
-   send_quotations/terms_and_conditions
    send_quotations/orders_and_variants

content/applications/sales/sales/send_quotations/quote_template.rst

@@ -1,93 +1,70 @@
-=======================
-Use quotation templates
-=======================
+===================
+Quotation templates
+===================
 
-By creating custom quotation templates, you will save a lot of time. Indeed, with the use of
-templates, you will be able to send complete quotations at a fast pace.
+Using quotation templates speeds up the creation of sales orders by filling in most quotation fields
+automatically.
 
 Configuration
 =============
 
-To enable this feature, go to :menuselection:`Sales --> Configuration --> Settings` and activate
-**Quotation Templates**.
+Go to :menuselection:`Sales --> Configuration --> Settings` and enable :guilabel:`Quotation
+Templates`.
 
-.. image:: quote_template/quotations_templates_1.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to enable quotation templates on Odoo Sales?
+Create a template
+=================
 
-For even more convenience, it is also recommended to add the **Quotation Builder** feature which
-will help you design your quotation templates very easily. This option will automatically install
-the Odoo Website App.
-
-.. image:: quote_template/quotations_templates_2.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to enable quotation builder on Odoo Sales?
-
-Create your first template
-==========================
-
-Quotation templates are under :menuselection:`Sales --> Configuration`.
-
-You can create a new template or edit an existing one. Once named, you will be able to select
-products and quantities as well as the expiration time of the quotation.
-
-.. image:: quote_template/quotations_templates_3.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Create a new quotation template on Odoo Sales
-
-Design your template
-====================
-
-You will have the possibility to design your template and edit the customer interface in order
-to manage what clients will see before accepting and paying the quotation. For example, you will
-be able to describe your company, your services and your products. To do so, you can click on
-**Edit** and you will be brought to the quotation builder.
-
-.. image:: quote_template/quotations_templates_4.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Design your quotation template on Odoo Sales
-
-You can easily edit the content of your template by dragging & dropping different building blocks
-to organize your quotation. For example, you can add a content block to describe your products.
-
-.. image:: quote_template/quotations_templates_5.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Drag & drop building blocks to create your quotation template on Odoo Sales
-
-Use a quotation template
-========================
-
-When creating a quotation, you can choose a specific template.
-
-.. image:: quote_template/quotations_templates_6.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Select a specific template on Odoo Sales
-
-.. tip::
-   You can select any template of your choice and suggest it as the default template in
-   the **Sales** settings.
-
-Confirm the quotation
-=====================
-
-Templates facilitate the confirmation process by allowing customers to sign electronically or to
-pay online. You can activate these two options directly in the quotation template itself.
-
-.. image:: quote_template/quotations_templates_7.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Allow your customers to sign electronically or to pay online on Odoo Sales
+Go to :menuselection:`Sales --> Configuration --> Quotations Templates` and click :guilabel:`New`.
 
 .. note::
-   Every quotation will now have this setting. Of course you can always change it and make it
-   specific for each quotation.
+   Apart from the name, all template fields are optional.
 
-.. seealso::
-   - :doc:`get_signature_to_validate`
-   - :doc:`get_paid_to_validate`
+After having named the template, choose default values for the following fields:
+
+- :guilabel:`Quotation expires after`: choose the number of days for which the quotation is valid.
+- :guilabel:`Online confirmation`: after sending the quotation by email, it is possible to ask the
+  customer to confirm it online on their customer portal:
+
+  - by providing a :guilabel:`Signature`,
+  - by making a :guilabel:`Payment`,
+  - or both.
+
+- :guilabel:`Confirmation Mail`: select an email template to automatically send an email to the
+  customer upon confirming the quotation.
+
+On the :guilabel:`Lines` tab, add the default products and their quantity. Add :doc:`optional
+products <optional_products>` in the :guilabel:`Optional Products` tab.
+
+Finally, add any specific sales terms and conditions on the :guilabel:`Terms & Conditions` tab.
+
+.. tip::
+   If the terms and conditions are standard across all quotations, :doc:`set them globally in the
+   Accounting/Invoicing settings
+   </applications/finance/accounting/customer_invoices/terms_conditions>` instead.
+
+Design a template
+=================
+
+Customize the appearance of quotations on the customer portal by going to :menuselection:`Sales -->
+Configuration --> Settings` and enabling the :guilabel:`Quotation Builder` feature.
+
+.. note::
+   If necessary, Odoo automatically activates the :doc:`Website </applications/websites/website>`
+   app when enabling this feature.
+
+Select a template by going to :menuselection:`Sales --> Configuration --> Quotations Templates` and
+clicking on a template. Then click the :guilabel:`Design Template` button. On the website builder,
+click :guilabel:`Edit`. Drag and drop the building blocks, edit the content, and :guilabel:`Save`.
+
+.. image:: quote_template/quotation-builder.png
+   :alt: Using the quotation builder
+
+Use a template
+==============
+
+When creating a quotation, choose a template under the :guilabel:`Quotation Template` field. All the
+fields are then filled accordingly. Manually edit any pre-filled field if needed.
+
+.. tip::
+   Go to :menuselection:`Sales --> Configuration --> Settings` to select a :guilabel:`Default
+   Template`.

content/applications/sales/sales/send_quotations/terms_and_conditions.rst

@@ -1,117 +0,0 @@
-======================
-Add terms & 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.
-
-Default Terms & Conditions
-==========================
-
-Configuration
--------------
-
-Go to :menuselection:`Accounting --> Configuration --> Settings` and activate
-*Default Terms & Conditions*.
-
-.. image:: terms_and_conditions/terms_conditions_1.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to enable Default Terms & 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.
-
-DT&C on your quotations, sales orders, and invoices
----------------------------------------------------
-
-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
-   :align: center
-   :class: img-thumbnail
-   :alt: Default Terms & Conditions on quotation on Odoo Sales
-
-They appear subsequently on every quotation, sales order, and invoice.
-
-DT&C on your quotation templates
---------------------------------
-
-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.
-
-.. image:: terms_and_conditions/terms_conditions_3.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.
-
-.. seealso::
-   - :doc:`quote_template`
-   - :doc:`get_signature_to_validate`
-   - :doc:`get_paid_to_validate`

content/applications/sales/subscriptions/plans.rst

@@ -75,9 +75,9 @@ In the :guilabel:`Optional Products` tab, enter any optional products that the c
 their quotation before confirming the order.
 
 If the subscription plan has unique :doc:`terms and conditions
-</applications/sales/sales/send_quotations/terms_and_conditions>`, add them in the :guilabel:`Terms
-& Conditions` tab. If terms conditions are specified on a plan, these will be used instead of the
-default terms and conditions set up in the *Sales* app settings.
+</applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the
+:guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used
+instead of the default terms and conditions set up in the *Sales* app settings.
 
 .. image:: plans/subplan-terms-conditions.png
    :align: center

redirects/16.0.txt

@@ -26,6 +26,7 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
 
 applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/terminals/stripe.rst             # /payment/* -> /payment_methods/terminals/*
 applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst                                             # sales/sales/invoicing/subscriptions --> /sales/subscriptions
+applications/sales/sales/send_quotations/terms_and_conditions.rst applications/finance/accounting/customer_invoices/terms_conditions.rst # from sales to accounting
 applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst                # configuration/subscription_products --> products
 applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst                  # configuration/subscription_templates --> plans
 applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst                 # follow_up/* --> *