Agreements

This module keeps a central register of agreements with customers and vendors. Each agreement has a code, name, partner, type, domain, signature, start and end dates, and can be flagged as a template for reuse. It is used by sales, purchase and legal staff, and adds an agreements smart button on the partner form. It plugs into Contacts and Odoo chatter. The benefit is one tracked place for contract information.

1. 1

   Define agreement types

   Under the Agreements configuration the user creates agreement types with a name and a domain such as sale or purchase. Types can be archived. They classify agreements for reporting.

   • Name and domain
   • Archivable
   • Used to classify
2. 2

   Create an agreement

   In the Agreements menu the user enters code, name, partner, company, type and domain. The display name combines code and name. Chatter and activities are tracked on the record.

   • Code and name required
   • Partner and company
   • Chatter tracking
3. 3

   Set the dates

   The user records signature date, start date and end date, all tracked. These dates show the contract period at a glance. Users can archive an agreement that is no longer valid.

   • Signature, start, end dates
   • Tracked changes
   • Archive when invalid
4. 4

   Use templates

   An agreement can be marked as a template so it is kept for reuse. Users copy a template to start a new agreement. This saves retyping the common terms.

   • Template flag
   • Copy to reuse
   • Saves retyping
5. 5

   See agreements from the partner

   The partner form shows an agreements smart button with a count, computed from the linked agreements. Clicking it lists all agreements of that partner. This links contracts to the customer or vendor.

   • Smart button with count
   • List per partner
   • Links contracts to partners

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