[IMP] update content of "Terms & conditions" (Sales - V13) (#556)

Co-authored-by: Julien B <37931357+jubodoo@users.noreply.github.com>
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================================ ======================
Add terms & conditions on orders Add terms & conditions
================================ ======================
Specifying Terms and Conditions is essential to ensure a good Specifying terms and conditions is essential to set out important contractual points such as payment
relationship between customers and sellers. Every seller has to declare terms, limitation of liability and delivery terms between customers and sellers. Every seller must
all the formal information which include products and company policy; declare all formal information concerning products and company policy. On the other hand, each
allowing the customer to read all those terms everything before customer must take note of all these conditions before committing to anything. With Odoo Sales, it
committing to anything. is very easy to include your default terms and conditions on every quotation, sales order, and
invoice that you manage.
Odoo lets you easily include your default terms and conditions on every Default Terms & Conditions
quotation, sales order and invoice. ==========================
Set up your default terms and conditions Configuration
======================================== -------------
Go to :menuselection:`Accounting --> Configuration --> Settings` and activate Go to :menuselection:`Accounting --> Configuration --> Settings` and activate
*Default Terms & Conditions*. *Default Terms & Conditions*.
.. image:: media/terms_and_conditions01.png .. image:: media/terms_conditions_1.png
:align: center :align: center
:class: img-thumbnail
:alt: How to enable Default Terms & Conditions on Odoo Sales?
In that box you can add your default terms & conditions. They will then .. note::
appear on every quotation, SO and invoice. 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.
.. image:: media/terms_and_conditions02.png DT&C on your quotations, sales orders, and invoices
:align: center ---------------------------------------------------
.. image:: media/terms_and_conditions03.png In the settings of the **Invoicing App**, you have the possibility to insert your default terms
:align: center and conditions.
.. image:: media/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:: media/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.
Set up more detailed terms & conditions General Terms & Conditions
======================================= ==========================
A good idea is to share more detailed or structured conditions is to GT&C on your website
publish on the web and to refer to that link in the terms & conditions --------------------
of Odoo.
You can also attach an external document with more detailed and Use the **Website App** and create your own general terms and conditions page. For example, here is
structured conditions to the email you send to the customer. You can the Odoo terms and conditions page:
even set a default attachment for all quotation emails sent.
.. image:: media/terms_and_conditions04.png .. image:: media/terms_conditions_4.png
:align: center :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:: media/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:: media/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:: media/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`