How to link terms and conditions to a quotation? - Odoo 10.0

Overview

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 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.

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:

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.

General terms and conditions

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

To specify your Terms and Conditions go into : Sales ‣ Configuration ‣ Settings ‣ Default Terms and Conditions.

After saving, your terms and conditions will appear on your new quotations, sales orders and invoices (in the system but also on your printed documents).