Skip to Content
Odoo Menu
  • Log ind
  • Prøv gratis
  • apps
    Økonomi
    • Bogføring
    • Fakturering
    • Udgifter
    • Regneark (BI)
    • Dokumenter
    • e-Signatur
    Salg
    • CRM
    • Salg
    • POS Butik
    • POS Restaurant
    • Abonnementer
    • Udlejning
    Hjemmeside
    • Hjemmesidebygger
    • e-Handel
    • Blog
    • Forum
    • LiveChat
    • e-Læring
    Forsyningskæde
    • Lagerbeholdning
    • Produktion
    • PLM
    • Indkøb
    • Vedligeholdelse
    • Kvalitet
    HR
    • Medarbejdere
    • Rekruttering
    • Fravær
    • Medarbejdersamtaler
    • Anbefalinger
    • Flåde
    Marketing
    • Markedsføring på sociale medier
    • E-mailmarketing
    • SMS-marketing
    • Arrangementer
    • Automatiseret marketing
    • Spørgeundersøgelser
    Tjenester
    • Projekt
    • Timesedler
    • Udkørende Service
    • Kundeservice
    • Planlægning
    • Aftaler
    Produktivitet
    • Dialog
    • Godkendelser
    • IoT
    • VoIP
    • Vidensdeling
    • WhatsApp
    Tredjepartsapps Odoo Studio Odoo Cloud-platform
  • Brancher
    Detailhandel
    • Boghandel
    • Tøjforretning
    • Møbelforretning
    • Dagligvarebutik
    • Byggemarked
    • Legetøjsforretning
    Mad og værtsskab
    • Bar og pub
    • Restaurant
    • Fastfood
    • Gæstehus
    • Drikkevareforhandler
    • Hotel
    Ejendom
    • Ejendomsmægler
    • Arkitektfirma
    • Byggeri
    • Ejendomsadministration
    • Havearbejde
    • Boligejerforening
    Rådgivning
    • Regnskabsfirma
    • Odoo-partner
    • Marketingbureau
    • Advokatfirma
    • Rekruttering
    • Audit & certificering
    Produktion
    • Tekstil
    • Metal
    • Møbler
    • Fødevareproduktion
    • Bryggeri
    • Firmagave
    Heldbred & Fitness
    • Sportsklub
    • Optiker
    • Fitnesscenter
    • Kosmetolog
    • Apotek
    • Frisør
    Håndværk
    • Handyman
    • IT-hardware og support
    • Solenergisystemer
    • Skomager
    • Rengøringsservicer
    • VVS- og ventilationsservice
    Andet
    • Nonprofitorganisation
    • Miljøagentur
    • Udlejning af billboards
    • Fotografi
    • Cykeludlejning
    • Softwareforhandler
    Gennemse alle brancher
  • Community
    Få mere at vide
    • Tutorials
    • Dokumentation
    • Certificeringer
    • Oplæring
    • Blog
    • Podcast
    Bliv klogere
    • Udannelselsesprogram
    • Scale Up!-virksomhedsspillet
    • Besøg Odoo
    Få softwaren
    • Download
    • Sammenlign versioner
    • Udgaver
    Samarbejde
    • Github
    • Forum
    • Arrangementer
    • Oversættelser
    • Bliv partner
    • Tjenester til partnere
    • Registrér dit regnskabsfirma
    Modtag tjenester
    • Find en partner
    • Find en bogholder
    • Kontakt en rådgiver
    • Implementeringstjenester
    • Kundereferencer
    • Support
    • Opgraderinger
    Github Youtube Twitter LinkedIn Instagram Facebook Spotify
    +1 (650) 691-3277
    Få en demo
  • Prissætning
  • Hjælp

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Bogføring
  • Lager
  • PoS
  • Projekt
  • MRP
All apps
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Hjælp

How to create Default Terms for Purchase Orders

Tilmeld

Få besked, når der er aktivitet på dette indlæg

Dette spørgsmål er blevet anmeldt
7 Besvarelser
10529 Visninger
Avatar
Michael Kershner

Does anyone know where I go to create Default Terms at the bottom of Purchase Orders? I know how to do it for Sales Orders and Invoices, but not purchase orders.

0
Avatar
Kassér
Ray Carnes

Thanks for the help with this. I am not an experienced coder at all and it seems so silly that you can do this easily with SO's and Invoices, but not PO's. I am astonished if that is true, but if this is the only way I will have to get Odoo or someone to do it I guess. I really appreciate the answer.

Ray Carnes

I am speculating here, but imagine since you control the terms of a Sales Order and an Invoice it makes more sense to have a way to add default terms to those documents. Not many people can dictate terms to their Vendors. Lucky you if you can!

Ray Carnes

This is perfect and it worked in my test database. My only other question is that the little lady bug symbol won't come up in my real database. Know how to get that to come up?

Fabrice Henrion (fhe)

Depending on your exact version, if you don't have a lady bug icon, then it means that you have a grey toolbar at the bottom with the same menu entries.

Avatar
Jose Coronado (jos)
Bedste svar

EDIT On 8/23/16 @ 5:00 PM PDT: Michael, there are two ways to solve your issue. I have written both methods below, the easy way and the technical way. 

Easy Way of Adding Default Terms & Conditions to Purchase Orders – Odoo Online Version 9 SaaS 11

Activate Developer Mode in Odoo Online:

  1. Click on your name in the top right corner

  2. A dropdown list will appear, click on About

  3. Click Activate the developer mode link on the bottom right of the About prompt

  4. You will notice a lady bug icon on the top banner to the left of your Discuss inbox icon

 Adding Default Terms & Condition for Purchase Orders the easy way:

  1. Once in developer mode, click on the Purchases app in your database’s homepage

  2. Click on Purchase in the top banner, and a drop down list will appear

  3. Select Purchase Orders

  4. Click CREATE  under the Purchase Orders title, and then a create new RFQ window appears

  5. Click on the bottom left text box and write the Terms & Conditions you would like to save as a default

  6. While having your cursor still in the text box click the lady bug developer icon in the top right, a drop down list will appear

  7. Select Set Defaults  and a Set Default prompt will appear

  8. Under the default drop down list, select the Terms & Conditions you just wrote

  9. You can leave the condition field blank, however, you have the option to set different Terms & Conditions based upon the vendor you select

  10. Click on All users to make sure your default Terms & Conditions apply to all of your database's users

  11. Click on Save Default

  12. Now every time you create a RFQ/Purchase Order, it will automatically populate


Technical Way of Adding Default Terms & Conditions to Purchase Orders – Odoo Online Version 9 SaaS 11

I must caution you that changing the reports architecture incorrectly (i.e. if your HTML code is incorrect), you can break the functionality of printing and sending your RFQ/Purchase Orders. So I only recommend you to do this if you are experienced writing HTML.

Activate Developer Mode in Odoo Online:

  1. Click on your name in the top right corner

  2. A dropdown list will appear, click on About

  3. Click Activate the developer mode link on the bottom right of the About prompt

  4. You will notice a lady bug icon on the top banner to the left of your Discuss inbox icon

Adding Default Terms & Condition for Purchase Orders the technical way:

  1. Once in developer mode, click on the Settings icon in your database’s homepage

  2. Click Technical on the top banner, a drop down list will appear

  3. Scroll down through the list and click on Reports, a list of reports appears

  4. Click on the Purchase Order item name in the list

  5. In the middle of the window, click on Search associated QWeb views

  6. Click on report_purchaseorder_document, and you will find the reports architecture.

  7. Click on EDIT and above the o.notes field, insert your Terms & Conditions (written in HTML)

  8. Now when you print a Purchase Order, you will see your Terms & Conditions.

Please let me know if this helps!

10
Avatar
Kassér
Fermedics

perfect explanation! thank you very much

Avatar
Michael Kershner
Forfatter Bedste svar

Thanks so much for the help!

0
Avatar
Kassér
Avatar
Ugochukwu Nnadi
Bedste svar

Thanks a lot for this. Still helpful in 2018 (Version 11).

0
Avatar
Kassér
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Tilmeld dig
Community
  • Tutorials
  • Dokumentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Oversættelser
Tjenester
  • Odoo.sh-hosting
  • Support
  • Opgradere
  • Individuelt tilpasset udvikling
  • Uddannelse
  • Find en bogholder
  • Find en partner
  • Bliv partner
Om os
  • Vores virksomhed
  • Brandaktiver
  • Kontakt os
  • Stillinger
  • Arrangementer
  • Podcast
  • Blog
  • Kunder
  • Juridiske dokumenter • Privatlivspolitik
  • Sikkerhedspolitik
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo er en samling open source-forretningsapps, der dækker alle dine virksomhedsbehov – lige fra CRM, e-handel og bogføring til lagerstyring, POS, projektledelse og meget mere.

Det unikke ved Odoo er, at systemet både er brugervenligt og fuldt integreret.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now