Ajouter des termes et conditions

Specifying terms and conditions is essential to set out important contractual points such as payment terms, limitation of liability and delivery terms between customers and sellers. Every seller must declare all formal information concerning products and company policy. On the other hand, each customer must take note of all these conditions before committing to anything. With Odoo Sales, it is very easy to include your default terms and conditions on every quotation, sales order, and invoice that you manage.

Termes et conditions par défaut

Configuration

Go to Accounting ‣ Configuration ‣ Settings and activate Default Terms & Conditions.

Note

Please note that this feature is activated via the settings of the Invoicing App and not via the settings of the Sales App. Moreover, you don’t need to install the invoicing application since it is done automatically with the installation of the sales application.

DT&C on your quotations, sales orders, and invoices

Dans les paramètres de l’app Facturation, vous avez la possibilité d’insérer vos conditions générales par défaut.

Ils apparaissent ensuite sur chaque offre, commande client et facture.

DT&C on your quotation templates

According to your business needs, you can specify your terms and conditions on your quotation templates. This is interesting if you have different terms and conditions within your company.

Important

Be sure to check out our documentation about quotation templates: Utilisez les templates de devis., to master each step of this amazing feature.

Termes et Conditions par défaut

GT&C on your website

Use the Website App and create your own general terms and conditions page. For example, here is the Odoo terms and conditions page:

You can refer to this page in the footer of all your documents. The layout is available in the General Settings under the Business Documents category. For example, this footer appears in every document from Odoo.

GT&C as attachment in your emails

Joignez un document externe avec vos conditions générales lorsque vous êtes sur le point d’envoyer votre devis par email à vos clients.

GT&C as attachment in your quotation templates

Create and edit email templates to set a default attachment for all quotation emails that you will send in the future. To do so, you have to go to Sales ‣ Configuration ‣ Quotation templates and create a new quotation template or modify an existing one. Under the confirmation tab, you are now able to activate online signatures, online payments and to set a confirmation mail in which you have the possibility to configure the default attachment. There, you can put your general terms & conditions.

Astuce

To customize your email templates, activate the developer mode and go to Settings ‣ Technical ‣ Email ‣ Templates.

Avec Odoo Ventes, il est désormais très simple de gérer les termes et conditions.

Voir aussi

• Utilisez les templates de devis.

• Obtenez une signature pour confirmer une commande

• Soyez payé pour confirmer une commande