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132 lines
4.6 KiB
ReStructuredText
132 lines
4.6 KiB
ReStructuredText
====================
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Agreement Legal Sale
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====================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/14.0/agreement_legal_sale
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/110/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Odoo Sales App does not support the management of legal content for agreements
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and contracts. It's also not integrated with the Agreement App.
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This module is for companies that needs their customer to sign an agreement
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with all the legal information based on the selected agreement template.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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Usage
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=====
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To use this module:
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* Go to Sales
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* Create or select a quotation
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* Set the agreement template and add some products
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* Confirm the quotation. An agreement is created and linked to the sales order:
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* the agreement template is copied into an agreement with a copy of the
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sections, clauses, recitals and appendices
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* all the sales order lines are added as agreement lines
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* the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement
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* the customer information is set from the sales order
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* the eventual analytic account linked to the sales order is set on the agreement
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* the agreement is linked to the sales order and vice versa
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Known issues / Roadmap
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======================
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The roadmap is documented on https://github.com/OCA/contract/issues.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Open Source Integrators
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Contributors
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~~~~~~~~~~~~
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* Steven Campbell <scampbell@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px
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:target: https://github.com/osi-scampbell
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:alt: osi-scampbell
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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:target: https://github.com/max3903
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:alt: max3903
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-osi-scampbell| |maintainer-max3903|
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/14.0/agreement_legal_sale>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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