From d221ae5f2952995f6c1441e6a8526e493fdfd587 Mon Sep 17 00:00:00 2001 From: "Tom Aarab (toaa)" Date: Tue, 28 Nov 2023 15:27:12 +0100 Subject: [PATCH] [ADD] accounting: Incoterms Adding an Incoterms page to the documentation taskid-3615863 closes odoo/documentation#7235 X-original-commit: d1a86f905022bea5164277e581f5ed21768aa8d1 Signed-off-by: Xavier Platteau (xpl) --- .../finance/accounting/customer_invoices.rst | 1 + .../customer_invoices/incoterms.rst | 46 +++++++++++++++++++ .../accounting/reporting/intrastat.rst | 3 ++ 3 files changed, 50 insertions(+) create mode 100644 content/applications/finance/accounting/customer_invoices/incoterms.rst diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index babe77d19..550ab14a8 100644 --- a/content/applications/finance/accounting/customer_invoices.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -237,3 +237,4 @@ the material has been shipped to the customer. customer_invoices/electronic_invoicing customer_invoices/snailmail customer_invoices/epc_qr_code + customer_invoices/incoterms diff --git a/content/applications/finance/accounting/customer_invoices/incoterms.rst b/content/applications/finance/accounting/customer_invoices/incoterms.rst new file mode 100644 index 000000000..fd94f3c35 --- /dev/null +++ b/content/applications/finance/accounting/customer_invoices/incoterms.rst @@ -0,0 +1,46 @@ +========= +Incoterms +========= + +:abbr:`Incoterms (International Commercial Terms)` are standardized trade terms used in +international transactions to define the rights and responsibilities of buyers and sellers. They +establish the obligations related to the delivery of goods, the transfer of risks, and the +distribution of costs between the parties involved. Incoterms specify important details, such as the +point at which the risk and costs transfer from the seller to the buyer, the responsibility for +transportation, insurance, customs clearance, and other relevant aspects of the transaction. + +.. note:: + By default, all 11 Incoterms are available in Odoo: + + - **EXW**: Ex works + - **FCA**: Free carrier + - **FAS**: Free alongside ship + - **FOB**: Free on board + - **CFR**: Cost and freight + - **CIF**: Cost, insurance and freight + - **CPT**: Carriage paid to + - **CIP**: Carriage and insurance paid to + - **DPU**: Delivered at place unloaded + - **DAP**: Delivered at place + - **DDP**: Delivered duty paid + +.. seealso:: + :doc:`../reporting/intrastat` + +.. _incoterms/invoices: + +Define an Incoterm +================== + +To define an Incoterm manually, create an invoice or bill, click the :guilabel:`Other Info` tab, and +select the :guilabel:`Incoterm`. + +.. _incoterms/default: + +Default Incoterm configuration +============================== + +You can set a default Incoterm rule to **automatically** populate the Incoterm field on all newly +created invoices and bills. Under :menuselection:`Accounting/Invoicing --> Configuration --> +Settings`, scroll down to the :guilabel:`Customer Invoices` section, and select an Incoterm in the +:guilabel:`Default Incoterm` field. diff --git a/content/applications/finance/accounting/reporting/intrastat.rst b/content/applications/finance/accounting/reporting/intrastat.rst index 40e36071e..9d1fc051d 100644 --- a/content/applications/finance/accounting/reporting/intrastat.rst +++ b/content/applications/finance/accounting/reporting/intrastat.rst @@ -17,6 +17,9 @@ collects data on: legislation `_, preferring instead *intra-Union trade in goods statistics*. +.. seealso:: + :doc:`../customer_invoices/incoterms` + .. _intrastat/general-configuration: General configuration