diff --git a/sales/quotation/setup/media/terms_conditions01.png b/sales/quotation/setup/media/terms_conditions01.png index b40acac19..5f1006e63 100644 Binary files a/sales/quotation/setup/media/terms_conditions01.png and b/sales/quotation/setup/media/terms_conditions01.png differ diff --git a/sales/quotation/setup/media/terms_conditions02.png b/sales/quotation/setup/media/terms_conditions02.png index 0f6305f73..d20c6877b 100644 Binary files a/sales/quotation/setup/media/terms_conditions02.png and b/sales/quotation/setup/media/terms_conditions02.png differ diff --git a/sales/quotation/setup/media/terms_conditions03.png b/sales/quotation/setup/media/terms_conditions03.png deleted file mode 100644 index ebdabb1cd..000000000 Binary files a/sales/quotation/setup/media/terms_conditions03.png and /dev/null differ diff --git a/sales/quotation/setup/media/terms_conditions04.png b/sales/quotation/setup/media/terms_conditions04.png deleted file mode 100644 index ca0e64ae6..000000000 Binary files a/sales/quotation/setup/media/terms_conditions04.png and /dev/null differ diff --git a/sales/quotation/setup/media/terms_conditions05.png b/sales/quotation/setup/media/terms_conditions05.png deleted file mode 100644 index 738fa2476..000000000 Binary files a/sales/quotation/setup/media/terms_conditions05.png and /dev/null differ diff --git a/sales/quotation/setup/terms_conditions.rst b/sales/quotation/setup/terms_conditions.rst index 986bf142e..a6c3463b8 100644 --- a/sales/quotation/setup/terms_conditions.rst +++ b/sales/quotation/setup/terms_conditions.rst @@ -3,78 +3,40 @@ How to link terms and conditions to a quotation? ================================================ Overview -======== +-------- -Specifying Terms and conditions is essential to ensure the good -relationships between customer and seller. Every seller has to declare -all the formal information which includes products and company policy so +Specifying Terms and Conditions is essential to ensure a good +relationship between customers and sellers. Every seller has to declare +all the formal information which include products and company policy so customer can read all those terms before committing to anything. Thanks to Odoo you can easily include your default terms and conditions -on every quotation, sales order and invoice. Moreover you can also -include specific information regarding any products. +on every quotation, sales order and invoice. Let's take the following example: Your company sells water bottles to restaurants and you would like to add the following standard terms and conditions on all your quotations: -- *Payment is 30 days net upon delivery. Safe storage of the products - of MyCompany is necessary in order to ensure their quality, - MyCompany will not be held accountable in case of unsafe storage - of the products.* +*Safe storage of the products of MyCompany is necessary in order to +ensure their quality, MyCompany will not be held accountable in case of +unsafe storage of the products.* -Configuration -============= +General terms and conditions +---------------------------- -No special configuration is needed to be able to add your terms and -conditions. It is however necessary to install the invoice application -to have the possibility of sending out invoices. To do so go into the -app module and install the invoicing application. +General terms and conditions can be specified in the Sales settings. +They will then automatically appear on every sales document from the +quotation to the invoice. + +To specify your Terms and Conditions go into : :menuselection:`Sales --> Configuration --> Settings --> Default Terms and Conditions`. .. image:: media/terms_conditions01.png :align: center -General terms and conditions -============================ - -General terms and conditions can be specified in the company data. They -will then automatically appear on every sales document from the -quotation to the invoice. - -To specify your Terms and Conditions go into -:menuselection:`Settings --> General Settings --> Configure your company data` -(see picture below). +After saving, your terms and conditions will appear on your new +quotations, sales orders and invoices (in the system but also on your +printed documents). .. image:: media/terms_conditions02.png :align: center -In this new window you will be able to specify our general terms and -conditions by editing the page and going in the configuration window -(see picture below). - -.. image:: media/terms_conditions03.png - :align: center - -Information on the product -========================== - -It is also possible to add specific information regarding a product -on the quotation. To add information regarding the water bottle in your -quotation, go into :menuselection:`Sales --> Sales --> Products`. - -Select or create your waterbottle in the products. Click on your product, then click the edit button - -If you go into the notes widget you will have the possibility to -specify your description necessary for the quotation (see picture -below). - -.. image:: media/terms_conditions04.png - :align: center - -Quotation and sales terms -========================= - -After saving, your terms and conditions appear on your quotation. - -.. image:: media/terms_conditions05.png - :align: center