diff --git a/agreement_sale/README.rst b/agreement_sale/README.rst index 4509bf13..3dff350e 100644 --- a/agreement_sale/README.rst +++ b/agreement_sale/README.rst @@ -1,6 +1,6 @@ -========== -Agreements -========== +================ +Agreement - Sale +================ .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! @@ -14,10 +14,10 @@ Agreements :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/11.0/agreement + :target: https://github.com/OCA/contract/tree/11.0/agreement_sale :alt: OCA/contract .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement + :target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement_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/110/11.0 @@ -25,15 +25,11 @@ Agreements |badge1| |badge2| |badge3| |badge4| |badge5| -This module allows you to manage agreements, letter of intent and contract content. -The module is meant to be used by the legal team of a company and to allow them -to define sections, clauses and templates with their respective content that can -be dynamic. +Odoo Sales App does not support the management of legal content for agreements +and contracts. It's also not integrated with the Agreement App. -Based on the template, an agreement can be created and the pdf document generated. - -The agreement would go through a workflow to finally become a contract with the -customer signature. +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** @@ -55,18 +51,23 @@ Usage To use this module: -* Go to Agreement > Agrements -* Create a new agreement -* Select a template -* Follow the process to get the required approval -* Send the invitation to the customer to review and sign the agreement +* 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 Known issues / Roadmap ====================== -* Split the module to remove the dependencies on sale and account and provide - the same feature in extra modules (agreement_sale, agreement_account, - agreement_purchase) +The roadmap is documented on https://github.com/OCA/contract/issues. Bug Tracker =========== @@ -74,7 +75,7 @@ Bug Tracker Bugs are tracked on `GitHub 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 `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -84,17 +85,13 @@ Credits Authors ~~~~~~~ -* Pavlov Media * Open Source Integrators Contributors ~~~~~~~~~~~~ -* Patrick Wilson -* Bhavesh Odedra -* Wolfgang Hall +* Steven Campbell * Maxime Chambreuil -* Sandip Mangukiya Other credits ~~~~~~~~~~~~~ @@ -117,14 +114,17 @@ 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 `maintainer `__: +Current `maintainers `__: -|maintainer-max3903| +|maintainer-osi-scampbell| |maintainer-max3903| -This module is part of the `OCA/contract `_ project on GitHub. +This module is part of the `OCA/contract `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/agreement_sale/static/description/index.html b/agreement_sale/static/description/index.html new file mode 100644 index 00000000..031943a8 --- /dev/null +++ b/agreement_sale/static/description/index.html @@ -0,0 +1,470 @@ + + + + + + +Agreement - Sale + + + +
+

Agreement - Sale

+ + +

Beta License: AGPL-3 OCA/contract Translate me on Weblate Try me on Runbot

+

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

+ +
+

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 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
      • +
    +
    • +
+
+ +
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • Open Source Integrators
    • +
+
+ +
+

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.

+Odoo Community Association +

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.

+

Current maintainers:

+

osi-scampbell max3903

+

This module is part of the OCA/contract project on GitHub.

+

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

+
+
+
+ +