odoo14-addon-agreement-legal-sale
pypi i odoo14-addon-agreement-legal-sale

odoo14-addon-agreement-legal-sale

Create an agreement when the sale order is confirmed

by OCA

14.0.1.0.1.dev6 (see all)License:AGPL-3
pypi i odoo14-addon-agreement-legal-sale
Readme

====================

Agreement Legal Sale

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github :target: https://github.com/OCA/contract/tree/14.0/agreement_legal_sale :alt: OCA/contract .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/contract-14-0/contract-14-0-agreement_legal_sale :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/110/14.0 :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

Odoo Sales App does not support the management of legal content for agreements and contracts. It's also not integrated with the Agreement App.

This module is for companies that needs their customer to sign an agreement with all the legal information based on the selected agreement template.

Table of contents

.. contents:: :local:

Configuration

To configure this module:

  • Go to Agreement > Configuration > Templates
  • Create a new template with sections and clauses and their respective content
  • Go to Agreement > Configuration > Stages
  • Create and reorder stages to match your process

Usage

To use this module:

  • Go to Sales

  • Create or select a quotation

  • Set the agreement template and add some products

  • Confirm the quotation. An agreement is created and linked to the sales order:

    • the agreement template is copied into an agreement with a copy of the sections, clauses, recitals and appendices
    • all the sales order lines are added as agreement lines
    • the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement
    • the customer information is set from the sales order
    • the eventual analytic account linked to the sales order is set on the agreement
    • the agreement is linked to the sales order and vice versa

Known issues / Roadmap

The roadmap is documented on https://github.com/OCA/contract/issues.

Bug Tracker

Bugs are tracked on GitHub Issues <https://github.com/OCA/contract/issues>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors


* Open Source Integrators

Contributors

Other credits


The development of this module has been financially supported by:

* Pavlov Media
* Open Source Integrators

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px
    :target: https://github.com/osi-scampbell
    :alt: osi-scampbell
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-osi-scampbell| |maintainer-max3903| 

This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/14.0/agreement_legal_sale>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

GitHub Stars

127

LAST COMMIT

5mos ago

MAINTAINERS

1

CONTRIBUTORS

128

OPEN ISSUES

19

OPEN PRs

54
VersionTagPublished
14.0.1.0.1.dev6
6mos ago
14.0.1.0.1.dev4
9mos ago
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