Odoo Dynamic Terms & Conditions Module: Auto Apply T&C in Sales, Purchase & Invoicing
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Why Do You Need Dynamic Terms & Conditions in Odoo?
Managing Terms & Conditions across Sales Orders, Purchase Orders, and Invoices in Odoo can quickly become inconsistent and error-prone when handled manually. Businesses dealing with multiple customers, vendors, or regions often require different T&C for each transaction. Manually selecting or updating them every time not only slows down operations but also increases the risk of incorrect or missing legal clauses. The Odoo Dynamic Terms & Conditions Module by Creyox solves this by automatically applying the correct Terms & Conditions based on the selected customer or vendor. Whether you are handling sales, procurement, or invoicing, the system ensures that every document includes accurate, relevant, and compliant T&C without manual effort.
Overview:
The Creyox Odoo Dynamic Terms & Conditions Module is designed to automate how Terms & Conditions are applied across core business documents in Odoo, including Sales Orders, Purchase Orders, and Invoices. It allows businesses to define partner-specific T&C, ensuring that each customer or vendor receives the correct legal terms automatically during transaction creation. When a user creates a document, the system checks if specific Terms & Conditions are assigned to the selected partner. If found, those are applied instantly. If not, the module automatically falls back to company-level default Terms & Conditions, ensuring that no document is left without proper legal coverage. The module also provides flexibility by allowing users to manually override and select different Terms & Conditions whenever required. Additionally, built-in auto-translation functionality ensures that Terms & Conditions are presented in the appropriate language, making it ideal for businesses operating globally. Fully integrated with Odoo Sales, Purchase, and Invoicing modules, this solution improves consistency, reduces manual work, and ensures compliance across all transactional documents.
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.
