David Tran Sales Hits: 367

Overview

Specifying Terms and conditions is essential to ensure the good relationships between customer and seller. Every seller has to declare all the formal information which includes products and company policy so customer can read all those terms before committing to anything.

Thanks to Odoo you can easily include your default terms and conditions on every quotation, sales order and invoice. Moreover you can also include specific information regarding any products.

Let's take the following example: Your company sells water bottles to restaurants and you would like to add the following standard terms and conditions on all your quotations:

  • Payment is 30 days net upon delivery. Safe storage of the products of MyCompany is necessary in order to ensure their quality, MyCompany will not be held accountable in case of unsafe storage of the products.

Configuration

No special configuration is needed to be able to add your terms and conditions. It is however necessary to install the invoice application to have the possibility of sending out invoices. To do so go into the app module and install the invoicing application.

media/terms_conditions01.png

General terms and conditions

General terms and conditions can be specified in the company data. They will then automatically appear on every sales document from the quotation to the invoice.

To specify your Terms and Conditions go into :menuselection:`Settings --> General Settings --> Configure your company data` (see picture below).

media/terms_conditions02.png

In this new window you will be able to specify our general terms and conditions by editing the page and going in the configuration window (see picture below).

media/terms_conditions03.png

Information on the product

It is also possible to add specific information regarding a product on the quotation. To add information regarding the water bottle in your quotation, go into :menuselection:`Sales --> Sales --> Products`.

Select or create your waterbottle in the products. Click on your product, then click the edit button

If you go into the notes widget you will have the possibility to specify your description necessary for the quotation (see picture below).

media/terms_conditions04.png

Quotation and sales terms

After saving, your terms and conditions appear on your quotation.

media/terms_conditions05.png