Note Template Engine (old name: Contract Conditions Engine)

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Define "Note template" in order to quickly add notes on sales/purchase order/invoice.


Version: V12
Environment: Enterprise


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Price includes: Module - Maintenance - Migration
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STORY BEHIND THE FEATURES

ODOO BEHAVIOR

Odoo proposes on sales/purchase order/invoice a field Note, which is open but which cannot be automatically field with standard Note template

CLUEDOO BEHAVIOR

 You can create Note templates, make default note template on several object (tax, customer, product) or select directly a note template on your order/invoice in order to give notes (which are sometimes mandatory) on your official document without rewritten them from scratch everytime.

MODULE +

This open way to manage note on your document give you both the possibility to fulfill mandatory requirement, like some sentences required on invoices regarding the used taxes, or internal communication with 3rd party.

CLUEDOO RECOMMENDATION

To be installed on 100% of database. 

French localization for the invoice mandatory notes and penalty conditions.

Related module:

Contract conditions to give the general condition of sales/purchase.

OUR FEATURES AS SOLUTION

Add Contract Condition in sales, purchases, invoices and voucher

HOW TO USE THIS MODULE ?

1.

Go to Setting > Users > Check the "Manage Term and Conditions"

2.

Go to Terms & Conditions – create new Terms and Conditions

For example: Create a terms&condition name :"To test" with content "ABC DEF" and link it to INVOICE.


Odoo • Text and Image

3.

When you create a an invoice, there is a box name Contract condition where you could choose the created terms&conditions. In the example, We choose "to test", the content "ABC DEF " is filled automatically.

Odoo • Text and Image

4

The created Terms&Conditions's content is visible in the printed copy of your invoice.

Odoo • Text and Image