[IMP] sales: updated terms and conditions for RST

closes odoo/documentation#4443

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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
+Specifying terms and conditions is essential to establish important contractual points, such as
-terms, limitation of liability and delivery terms between customers and sellers. Every seller must
+payment terms, limitations of liability, and delivery terms between customers and sellers.
-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
+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
+Go to :menuselection:`Accounting app --> Configuration --> Settings`, scroll to the
-*Default Terms & Conditions*.
+: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 and Conditions on Odoo Sales.
-   :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**
+   Please note that this feature is activated via the settings of the *Accounting* app, and **not**
-   via the settings of the **Sales App**. Moreover, you don't need to install the invoicing
+   in the settings of the *Sales* app.
-   application since it is done automatically with the installation of the sales application.
 
-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
+.. image:: terms_and_conditions/terms-conditions-setting-field.png
-and conditions.
-
-.. image:: terms_and_conditions/terms_conditions_2.png
    :align: center
-   :class: img-thumbnail
+   :alt: Default Terms and Conditions on quotation on Odoo Sales.
-   :alt: Default Terms & 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
+Quotation templates
-templates. This is interesting if you have different terms and conditions within your company.
+-------------------
 
-.. 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 and Conditions to quotation templates on Odoo Sales.
-   :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:`/applications/sales/sales/send_quotations/quote_template`
-   - :doc:`get_signature_to_validate`
+
-   - :doc:`get_paid_to_validate`
+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`