mirror of
https://github.com/OCA/contract.git
synced 2025-02-13 17:57:24 +02:00
15 lines
663 B
ReStructuredText
15 lines
663 B
ReStructuredText
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 products on the SO with BOM 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
|