diff --git a/sales/quotation/setup.rst b/sales/quotation/setup.rst index 9bceaf59e..600c24914 100644 --- a/sales/quotation/setup.rst +++ b/sales/quotation/setup.rst @@ -7,4 +7,5 @@ Setup setup/first_quote setup/different_addresses - setup/optional \ No newline at end of file + setup/optional + setup/terms_conditions \ No newline at end of file diff --git a/sales/quotation/setup/media/terms_conditions01.png b/sales/quotation/setup/media/terms_conditions01.png new file mode 100644 index 000000000..b40acac19 Binary files /dev/null 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 new file mode 100644 index 000000000..0f6305f73 Binary files /dev/null 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 new file mode 100644 index 000000000..ebdabb1cd Binary files /dev/null and b/sales/quotation/setup/media/terms_conditions03.png differ diff --git a/sales/quotation/setup/media/terms_conditions04.png b/sales/quotation/setup/media/terms_conditions04.png new file mode 100644 index 000000000..ca0e64ae6 Binary files /dev/null and b/sales/quotation/setup/media/terms_conditions04.png differ diff --git a/sales/quotation/setup/media/terms_conditions05.png b/sales/quotation/setup/media/terms_conditions05.png new file mode 100644 index 000000000..738fa2476 Binary files /dev/null and b/sales/quotation/setup/media/terms_conditions05.png differ diff --git a/sales/quotation/setup/terms_conditions.rst b/sales/quotation/setup/terms_conditions.rst index 1886e2407..986bf142e 100644 --- a/sales/quotation/setup/terms_conditions.rst +++ b/sales/quotation/setup/terms_conditions.rst @@ -1,3 +1,80 @@ -=================================================== -How to link my terms and conditions on a quotation? -=================================================== \ No newline at end of file +================================================ +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 +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. + +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.* + +Configuration +============= + +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. + +.. 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). + +.. 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