David Tran Sales Hits: 617

Specifying Terms and Conditions is essential to ensure a good relationship between customers and sellers. Every seller has to declare all the formal information which include products and company policy; allowing the customer to read all those terms everything before committing to anything.

Odoo lets you easily include your default terms and conditions on every quotation, sales order and invoice.

Set up your default terms and conditions

Go to :menuselection:`SALES --> Configuration --> Settings` and activate Default Terms & Conditions.

media/terms_and_conditions01.png

In that box you can add your default terms & conditions. They will then appear on every quotation, SO and invoice.

media/terms_and_conditions02.png media/quote_template02.png

Set up more detailed terms & conditions

A good idea is to share more detailed or structured conditions is to 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 structured conditions to the email you send to the customer. You can even set a default attachment for all quotation emails sent.

media/terms_and_conditions03.png