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.
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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:
Click on your name in the top right corner
A dropdown list will appear, click on About
Click Activate the developer mode link on the bottom right of the About prompt
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:
Once in developer mode, click on the Purchases app in your database’s homepage
Click on Purchase in the top banner, and a drop down list will appear
Select Purchase Orders
Click CREATE under the Purchase Orders title, and then a create new RFQ window appears
Click on the bottom left text box and write the Terms & Conditions you would like to save as a default
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
Select Set Defaults and a Set Default prompt will appear
Under the default drop down list, select the Terms & Conditions you just wrote
You can leave the condition field blank, however, you have the option to set different Terms & Conditions based upon the vendor you select
Click on All users to make sure your default Terms & Conditions apply to all of your database's users
Click on Save Default
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:
Click on your name in the top right corner
A dropdown list will appear, click on About
Click Activate the developer mode link on the bottom right of the About prompt
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:
Once in developer mode, click on the Settings icon in your database’s homepage
Click Technical on the top banner, a drop down list will appear
Scroll down through the list and click on Reports, a list of reports appears
Click on the Purchase Order item name in the list
In the middle of the window, click on Search associated QWeb views
Click on report_purchaseorder_document, and you will find the reports architecture.
Click on EDIT and above the o.notes field, insert your Terms & Conditions (written in HTML)
Now when you print a Purchase Order, you will see your Terms & Conditions.
Please let me know if this helps!
Thanks so much for the help!
Thanks a lot for this. Still helpful in 2018 (Version 11).
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.
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!
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?
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.