Auto Set Dynamic Terms & Conditions
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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 Orde, 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.
Work Flow
- 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.
