Our Most Suggested Products
Sales Terms & Conditions
The Sales Terms & Conditions module enhances Odoo sales workflow by allowing users to easily manage and apply predefined terms and conditions to sales quotations and orders. It provides a structured way to define, select, and control the visibility of legal or business terms directly within the sales process.
Features
Screenshots
Support
Service
Features
Centralized Terms & Conditions Management
Easily define and manage multiple terms and conditions from the sales configuration settings. This centralized approach allows businesses to standardize their legal and commercial clauses without repeatedly entering them manually.
Flexible Selection in Quotations and Orders
Select appropriate terms and conditions directly within each quotation or sales order. This flexibility allows users to tailor terms based on the specific customer, deal, or business scenario.
Automatic Inclusion in Sales Reports
Ensure that selected terms and conditions are automatically included in printed quotations and sales order reports. This eliminates the need for manual copying or external documentation.
Screenshot
1.) Sales Terms & Conditions Configuration
A dedicated configuration area within the Sales module makes it easy to define and organize available terms and conditions. Users can quickly choose which set of terms should be applied, creating a streamlined setup that supports consistent usage across all sales activities.
Navigation : Sale → Configuration
2.) Quotation Form with Terms Selection
While preparing a quotation, terms and conditions can be selected directly within the form, giving full control over what applies to each transaction. An option to enable or disable visibility in the final report allows for precise customization, ensuring that only relevant terms are communicated to the customer.
3.) Sales Order Report with Terms & Conditions
Finalized quotations and sales orders include the selected terms and conditions in the generated report when enabled. This results in a complete, professional document that clearly outlines all agreed terms, helping avoid misunderstandings and reinforcing business transparency.
User Guide
