@@ -3,78 +3,40 @@ How to link terms and conditions to a quotation?
33================================================
44
55Overview
6- ========
6+ --------
77
8- Specifying Terms and conditions is essential to ensure the good
9- relationships between customer and seller . Every seller has to declare
10- all the formal information which includes products and company policy so
8+ Specifying Terms and Conditions is essential to ensure a good
9+ relationship between customers and sellers . Every seller has to declare
10+ all the formal information which include products and company policy so
1111customer can read all those terms before committing to anything.
1212
1313Thanks to Odoo you can easily include your default terms and conditions
14- on every quotation, sales order and invoice. Moreover you can also
15- include specific information regarding any products.
14+ on every quotation, sales order and invoice.
1615
1716Let's take the following example: Your company sells water bottles to
1817restaurants and you would like to add the following standard terms and
1918conditions on all your quotations:
2019
21- - *Payment is 30 days net upon delivery. Safe storage of the products
22- of MyCompany is necessary in order to ensure their quality,
23- MyCompany will not be held accountable in case of unsafe storage
24- of the products. *
25-
26- Configuration
27- =============
28-
29- No special configuration is needed to be able to add your terms and
30- conditions. It is however necessary to install the invoice application
31- to have the possibility of sending out invoices. To do so go into the
32- app module and install the invoicing application.
33-
34- .. image :: media/terms_conditions01.png
35- :align: center
20+ *Safe storage of the products of MyCompany is necessary in order to
21+ ensure their quality, MyCompany will not be held accountable in case of
22+ unsafe storage of the products. *
3623
3724General terms and conditions
38- ============================
25+ ----------------------------
3926
40- General terms and conditions can be specified in the company data. They
41- will then automatically appear on every sales document from the
27+ General terms and conditions can be specified in the Sales settings.
28+ They will then automatically appear on every sales document from the
4229quotation to the invoice.
4330
44- To specify your Terms and Conditions go into
45- :menuselection: `Settings --> General Settings --> Configure your company data `
46- (see picture below).
47-
48- .. image :: media/terms_conditions02.png
49- :align: center
50-
51- In this new window you will be able to specify our general terms and
52- conditions by editing the page and going in the configuration window
53- (see picture below).
31+ To specify your Terms and Conditions go into : :menuselection: `Sales --> Configuration --> Settings --> Default Terms and Conditions `.
5432
55- .. image :: media/terms_conditions03 .png
33+ .. image :: media/terms_conditions01 .png
5634 :align: center
5735
58- Information on the product
59- ==========================
60-
61- It is also possible to add specific information regarding a product
62- on the quotation. To add information regarding the water bottle in your
63- quotation, go into :menuselection: `Sales --> Sales --> Products `.
64-
65- Select or create your waterbottle in the products. Click on your product, then click the edit button
66-
67- If you go into the notes widget you will have the possibility to
68- specify your description necessary for the quotation (see picture
69- below).
36+ After saving, your terms and conditions will appear on your new
37+ quotations, sales orders and invoices (in the system but also on your
38+ printed documents).
7039
71- .. image :: media/terms_conditions04 .png
40+ .. image :: media/terms_conditions02 .png
7241 :align: center
7342
74- Quotation and sales terms
75- =========================
76-
77- After saving, your terms and conditions appear on your quotation.
78-
79- .. image :: media/terms_conditions05.png
80- :align: center
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