| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 246 |
| Technical Name |
mfx_default_terms_conditions |
| License | OPL-1 |
| Website | https://www.macrofix.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 246 |
| Technical Name |
mfx_default_terms_conditions |
| License | OPL-1 |
| Website | https://www.macrofix.com |
| Versions | 17.0 18.0 19.0 |
Default Terms and Conditions
Manage reusable Terms & Conditions templates for Sale and Purchase Orders
Key Highlights
- Create unlimited T&C templates with rich HTML formatting
- Separate templates for Sales and Purchases
- One-click auto-fill on orders from pre-defined templates
- Set company-wide default T&C in Settings
- Multi-company support
Overview
Stop copy-pasting terms and conditions every time you create a sale or purchase order. This module lets you define reusable T&C templates and apply them with a single click.
Watch It In Action
Click the image above to watch the full demo on YouTube
T&C Template Management
Create and manage multiple terms and conditions templates from a dedicated menu. Each template can be categorized as either Sale or Purchase type.
- Rich HTML editor for professional formatting
- Drag-and-drop ordering via sequence field
- Archive/unarchive templates without deleting
- Filter and group by type
Rich Text T&C Editor
Write your terms using the built-in HTML editor. Format with bold, italic, lists, headings, and more.
- Full HTML formatting support
- Name your templates for easy identification
- Assign type (Sale or Purchase)
- Company assignment for multi-company setups
Sale Order Integration
A new "Terms & Conditions Template" dropdown on the Sale Order form. Select a template and the terms field is automatically populated.
- Dropdown shows only Sale type templates
- Auto-fills the "Terms and Conditions" (note) field
- Change template anytime â terms update instantly
- Clear the template to reset terms
Purchase Order Integration
The same T&C template functionality is available on Purchase Orders. The template selector is placed right below Expected Arrival for quick access. Select a purchase-type template and the notes field is filled automatically.
- Dropdown shows only Purchase type templates
- Auto-fills the "Notes" field on purchase orders
- Manage purchase T&C from Purchase > Configuration
Purchase T&C Configuration
Manage your purchase terms templates from Purchase > Configuration > Terms and Conditions.
Default T&C in Settings
Set a company-wide default T&C template in Settings > Sales and Settings > Purchase. New orders are automatically filled with the default template.
Where to Find It
| Sale Templates: | Sales → Configuration → Terms and Conditions |
| Purchase Templates: | Purchase → Configuration → Terms and Conditions |
| Default Sale T&C: | Settings → Sales → Default Terms & Conditions |
| Default Purchase T&C: | Settings → Purchase → Default Terms & Conditions |
| On Orders: | Select T&C Template dropdown on Sale/Purchase Order form |
Role-Based Access Control
| Role | Read | Create | Edit | Delete |
|---|---|---|---|---|
| Sales User / Purchase User | ✓ | ✗ | ✗ | ✗ |
| Sales Manager / Purchase Manager | ✓ | ✓ | ✓ | ✓ |
Technical Information
| New Model: | default.terms.conditions |
| Extended Models: | sale.order, purchase.order, res.config.settings |
| Dependencies: | sale_management, purchase |
| Odoo Version: | 17.0 |
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Need Help?
For support, feature requests, or custom development needs, reach out to us.
support@macrofix.com | www.macrofix.com
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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