118 lines
4.4 KiB
ReStructuredText
118 lines
4.4 KiB
ReStructuredText
======================
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Add terms & conditions
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======================
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Specifying terms and conditions is essential to set out important contractual points such as payment
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terms, limitation of liability and delivery terms between customers and sellers. Every seller must
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declare all formal information concerning products and company policy. On the other hand, each
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customer must take note of all these conditions before committing to anything. With Odoo Sales, it
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is very easy to include your default terms and conditions on every quotation, sales order, and
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invoice that you manage.
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Default Terms & Conditions
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==========================
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Configuration
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-------------
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Go to :menuselection:`Accounting --> Configuration --> Settings` and activate
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*Default Terms & Conditions*.
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.. image:: media/terms_conditions_1.png
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:align: center
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:class: img-thumbnail
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:alt: How to enable Default Terms & Conditions on Odoo Sales?
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.. note::
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Please note that this feature is activated via the settings of the **Invoicing App** and **not**
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via the settings of the **Sales App**. Moreover, you don't need to install the invoicing
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application since it is done automatically with the installation of the sales application.
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DT&C on your quotations, sales orders, and invoices
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---------------------------------------------------
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In the settings of the **Invoicing App**, you have the possibility to insert your default terms
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and conditions.
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.. image:: media/terms_conditions_2.png
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:align: center
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:class: img-thumbnail
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:alt: Default Terms & Conditions on quotation on Odoo Sales
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They appear subsequently on every quotation, sales order, and invoice.
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DT&C on your quotation templates
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--------------------------------
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According to your business needs, you can specify your terms and conditions on your quotation
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templates. This is interesting if you have different terms and conditions within your company.
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.. image:: media/terms_conditions_3.png
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:align: center
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:class: img-thumbnail
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:alt: Add Default Terms & Conditions to your quotation templates on Odoo Sales
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.. important::
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Be sure to check out our documentation about quotation templates: :doc:`quote_template`,
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to master each step of this amazing feature.
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General Terms & Conditions
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==========================
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GT&C on your website
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--------------------
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Use the **Website App** and create your own general terms and conditions page. For example, here is
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the Odoo terms and conditions page:
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.. image:: media/terms_conditions_4.png
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:align: center
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:class: img-thumbnail
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:alt: General Terms & Conditions on your website
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You can refer to this page in the footer of all your documents. The layout is available in the
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**General Settings** under the **Business Documents** category. For example, this footer appears
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in every document from Odoo.
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.. image:: media/terms_conditions_7.png
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:align: center
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:class: img-thumbnail
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:alt: General Terms & Conditions in your business documents
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GT&C as attachment in your emails
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---------------------------------
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Attach an external document with your general terms and conditions when you are about to send your
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quotation by email to your customers.
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.. image:: media/terms_conditions_5.png
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:align: center
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:class: img-thumbnail
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:alt: General Terms & conditions as attachment in your email
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GT&C as attachment in your quotation templates
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----------------------------------------------
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Create and edit email templates to set a default attachment for all quotation emails that you
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will send in the future. To do so, you have to go to :menuselection:`Sales --> Configuration
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--> Quotation templates` and create a new quotation template or modify an existing one. Under
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the confirmation tab, you are now able to activate online signatures, online payments and to set
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a confirmation mail in which you have the possibility to configure the default attachment.
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There, you can put your general terms & conditions.
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.. image:: media/terms_conditions_6.png
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:align: center
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:class: img-thumbnail
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:alt: General Terms & conditions as attachment in your quotation templates
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.. tip::
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To customize your email templates, activate the **developer mode** and
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go to :menuselection:`Settings --> Technical --> Email --> Templates`.
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With Odoo Sales it is now very simple to deal with terms & conditions.
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.. seealso::
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- :doc:`quote_template`
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- :doc:`get_signature_to_validate`
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- :doc:`get_paid_to_validate`
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