[IMP] accounting/sales: default terms and conditions + quotation templates

task-3304938 closes odoo/documentation#4764 X-original-commit: 7ddbeb9223 Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-05-16 07:54:13 +00:00
parent ee1f2dbc36
commit 2758fb4711
24 changed files with 105 additions and 204 deletions
@@ -229,6 +229,7 @@ the material has been shipped to the customer.

   customer_invoices/overview
   customer_invoices/payment_terms
+   customer_invoices/terms_conditions
   customer_invoices/cash_discounts
   customer_invoices/credit_notes
   customer_invoices/cash_rounding
@@ -0,0 +1,40 @@
+==================================
+Default terms and conditions (T&C)
+==================================
+
+Specifying terms and conditions is essential to establish important contractual points, such as
+return and refunds, warranty, and after-sale services.
+
+You can add default terms and conditions at the bottom of all customer invoices, sales orders, and
+quotations, either as text or a link to a web page.
+
+.. seealso::
+   `Odoo Tutorial: Terms & Conditions
+   <https://www.odoo.com/slides/slide/terms-conditions-1680?fullscreen=1>`_
+
+Configuration
+=============
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
+Invoices`, enable :guilabel:`Default Terms & Conditions`. By default, the :guilabel:`Add a Note`
+option is selected, and the terms and conditions are displayed at the bottom of the document. Enter
+the terms and conditions in the text box below.
+
+.. image:: terms_conditions/terms-note.png
+   :alt: Example of terms and conditions as a note
+
+.. tip::
+   You can also add a PDF version of your terms and conditions as an attachment when sending the
+   document via email. Edit the email templates if you want to include them by default.
+
+Alternatively, to display the terms and conditions on a web page, select the :guilabel:`Add a link
+to a Web Page` option and click :guilabel:`Save`. Click :guilabel:`Update Terms`, edit the
+content, and click :guilabel:`Save`. The link to that page is then added as a note in your document.
+
+.. note::
+   You can edit the layout and content of the page using the :doc:`Website
+   </applications/websites/website>` app. If the Website app is activated, the :guilabel:`Edit in
+   Website Builder` option then replaces :guilabel:`Update Terms`.
+
+.. image:: terms_conditions/terms-webpage.png
+   :alt: Example of terms and conditions as a web page