Search 1.9 billion lines of Odoo code on GitHub
agreement_sale
<h1 class="title">Agreement - Sale</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement_sale"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement_sale"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Odoo Sales App does not support the management of legal content for agreements
and contracts. It's also not integrated with the Agreement App.</p>
<p>This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>To configure this module:</p>
<ul class="simple">
<li>Go to Agreement > Configuration > Templates</li>
<li>Create a new template with sections and clauses and their respective content</li>
<li>Go to Agreement > Configuration > Stages</li>
<li>Create and reorder stages to match your process</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To use this module:</p>
<ul class="simple">
<li>Go to Sales</li>
<li>Create or select a quotation</li>
<li>Set the agreement template and add some products</li>
<li>Confirm the quotation. An agreement is created and linked to the sales order:<ul>
<li>the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices</li>
<li>all the sales order lines are added as agreement lines</li>
<li>the products on the SO with BOM are added as service profile on the agreement</li>
<li>the customer information is set from the sales order</li>
<li>the eventual analytic account linked to the sales order is set on the agreement</li>
<li>the agreement is linked to the sales order and vice versa</li>
</ul>
</li>
</ul>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2>
<p>The roadmap is documented on <a class="reference external" href="https://github.com/OCA/contract/issues">https://github.com/OCA/contract/issues</a>.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20agreement_sale%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Steven Campbell <<a class="reference external" href="mailto:scampbell@opensourceintegrators.com">scampbell@opensourceintegrators.com</a>></li>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id8">Other credits</a></h3>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Pavlov Media</li>
<li>Open Source Integrators</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/osi-scampbell"><img alt="osi-scampbell" src="https://github.com/osi-scampbell.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement_sale">OCA/contract</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>