81 lines
2.7 KiB
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81 lines
2.7 KiB
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How to link terms and conditions to a quotation?
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Overview
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========
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Specifying Terms and conditions is essential to ensure the good
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relationships between customer and seller. Every seller has to declare
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all the formal information which includes products and company policy so
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customer can read all those terms before committing to anything.
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Thanks to Odoo you can easily include your default terms and conditions
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on every quotation, sales order and invoice. Moreover you can also
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include specific information regarding any products.
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Let's take the following example: Your company sells water bottles to
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restaurants and you would like to add the following standard terms and
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conditions on all your quotations:
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- *Payment is 30 days net upon delivery. Safe storage of the products
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of MyCompany is necessary in order to ensure their quality,
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MyCompany will not be held accountable in case of unsafe storage
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of the products.*
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Configuration
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=============
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No special configuration is needed to be able to add your terms and
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conditions. It is however necessary to install the invoice application
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to have the possibility of sending out invoices. To do so go into the
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app module and install the invoicing application.
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.. image:: media/terms_conditions01.png
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:align: center
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General terms and conditions
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============================
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General terms and conditions can be specified in the company data. They
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will then automatically appear on every sales document from the
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quotation to the invoice.
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To specify your Terms and Conditions go into
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:menuselection:`Settings --> General Settings --> Configure your company data`
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(see picture below).
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.. image:: media/terms_conditions02.png
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:align: center
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In this new window you will be able to specify our general terms and
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conditions by editing the page and going in the configuration window
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(see picture below).
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.. image:: media/terms_conditions03.png
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:align: center
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Information on the product
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==========================
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It is also possible to add specific information regarding a product
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on the quotation. To add information regarding the water bottle in your
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quotation, go into :menuselection:`Sales --> Sales --> Products`.
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Select or create your waterbottle in the products. Click on your product, then click the edit button
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If you go into the notes widget you will have the possibility to
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specify your description necessary for the quotation (see picture
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below).
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.. image:: media/terms_conditions04.png
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:align: center
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Quotation and sales terms
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=========================
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After saving, your terms and conditions appear on your quotation.
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.. image:: media/terms_conditions05.png
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:align: center
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