Odoo
Implementation
Auto Set Dynamic Terms & Conditions in Sale Orders, Purchase Orders, & Invoicing | Default Set Terms & Conditions | Auto Translate Terms & Conditions
by Creyox Technologies https://www.creyox.com
Odoo
$ 49.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 527 |
| Technical Name |
cr_terms_and_conditions |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Auto Set Dynamic Terms & Conditions
Overview
This app allows to manage default and dynamic Terms and Conditions (T&C) associated with Sale Order, Purchase Order, and Invoicing. It automatically assigns the appropriate T&C based on the selected partner (customer). It Uses default company-wise T&C if no specific terms are found for the selected customer or if the selected customer has no associated T&C.Users can manually select the T&C they wish to apply to the Sale Order, Purchase Order, and Invoicing. Additionally features automatic translation capabilities, enhancing usability for international customers.
Hot Features
Auto Set Terms & Conditions
Default Set Terms & Conditions
Manually Set Terms & Conditions
Auto Translate
Enabling Auto-translation
Available in Sale Order
Available in Purchase Order
Available in Invoicing
Features
Links T&C documents with each Sale Order , Purchase Order and Invoicing.
Automatically fetches T&C based on the customer’s profile during the order creation process.
If no customer-specific T&C exist , the system defaults to company-wise T&C.
Users can manually select the T&C they wish to apply to the Sale Order , Purchase Order and Invoicing.
Translates T&C into the customer's language , making them accessible and understandable.
Allows for configuration via company settings, enabling or disabling auto-translation and setting default T&C.
Supported in Odoo community and enterprise edition.
Auto Set Dynamic Terms & Conditions
- Go to Sale Order Configuration >> Terms & Conditions
Set the Terms & Conditions for the Users.
- In the Quotations When you set customer 'Gemini Furniture' then Automatically their Terms & Conditions are set.
- Go to Settings , currently the 'Default Terms & Conditions' checkbox is disable.
- In the Terms & Conditions model for the four users T&C is set.
- If the user is not match to any T&C then the default T&C is display , if in the
settings
default Terms & Conditions enable.
For 'Azure Interior' any T&C is not set and in the setting Default Terms & Conditions also not enable so any Terms & Conditions is not display here.
- Go to Settings and Enable Default Terms & Conditions and set the T&C.
- Now when you select 'Azure Interior' then the default T&C is display.
- Every Customer has their own Language.
Here Deco Addict's language is 'English(US)'.
- Go to Settings , currently the 'Auto Translate' checkbox is disable.
- When you select 'Deco Addict' then T&C is not display in the Deco Addict's default language. If you enable 'Auto Translate' from Settings then T&C display in the Deco Addict's Language , here the Deco Addict's Language is English(US).
- Go to Settings and enable 'Auto Translate'.
- Now when you select Deco Addict then T&C display in English.
- User can also select any T&C they want.
Here you can see Deco Addict's default T&C is 'Delivery And Shipping Terms' but , he is able to select another T&C 'Title and Risk of Loss' and note that the actual language of that T&C is 'Dutch' but here T&C is display in Deco Addict's Language because the 'Auto Translate' is enable.
- Additionally T&C is also display in the Report.
- The same set of steps will be performed for Purchase.
- The same set of steps will be performed for Invoicing.
Our Services
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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