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Cómo vincular términos y condiciones en una cotización?

Información general

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.

Tomemos el siguiente ejemplo: Su compañía vende agua en botella a restaurantes y le gustaría agregar los siguientes términos y condiciones estándar en todas sus cotizaciones:

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.

Términos generales y condiciones

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).