Never send a Purchase Order without approved terms again
A managed Terms & Conditions library with approval workflow, versioning, automatic assignment rules, and 3-way match tracking — so every RFQ and Purchase Order carries the right legal language, every time.
The problem
Buyers copy-paste boilerplate terms from a document, forget to attach them, or send outdated language that no longer matches what legal approved. There is no way to see whether a PO is protected, no record of who approved a change, and no reconciliation between the PO, the receipt, and the vendor bill — so disputes and audit findings follow.
The solution
One approved template library with a draft-to-active approval workflow, full version history, and rules that auto-apply the right terms by vendor, amount, category, or document type. Every PO shows an inline preview, a Terms Applied badge, and a 3-way match status — so protection is visible at a glance, not buried in a printout.
Everything procurement needs to protect every PO
Every capability below is implemented in the module.
Managed Template Library
A single, hierarchically categorized library of rich-text HTML term templates, so buyers stop copy-pasting boilerplate from a document.
Approval Workflow & Version History
Draft, Pending Approval, Active, and Archived states with a manager-only approve/reject step. Every approval snapshots a version, giving a full audit trail of the text that was in force on a given PO.
Version Compare
A side-by-side diff wizard highlighting exactly what changed between any two versions of a template, so approvers review with full context.
Partner & Conditional Assignment Rules
Auto-select the correct template by vendor, purchase amount range, product category, or document type — ranked by priority, no manual choice required.
One-Click & Batch Application
Terms auto-apply on PO creation, can be switched with a single click, or applied retroactively across many existing orders at once with the batch wizard.
Inline Preview & Terms Applied Badge
The actual term text renders inline on the Purchase Order, with a clear badge confirming protection status at a glance — no separate document to open.
3-Way Match Status
A compliance status layered on Odoo's own receipt and invoice tracking flags whether a PO, its receipt, and its bill reconcile before payment.
Vendor Acceptance Tracking
Request vendor acceptance by email and record accepted or rejected responses right on the Purchase Order, giving auditable proof of agreement.
Guided Setup Wizard
A first-run wizard creates an active default template and turns on auto-apply in one step, so buyers reach a working setup in minutes.
How it works
Build the library
Run the setup wizard or add categorized templates, then route each through submit-for-approval to go active.
Set assignment rules
Define which template applies by vendor, amount, product category, or document type, ranked by priority.
Confirm with confidence
Terms auto-apply on every RFQ and PO; the optional compliance gate blocks confirmation until terms are attached.
Track and audit
Follow vendor acceptance, 3-way match status, and the full version history behind every term in force.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Applying a template writes the term text into Odoo's native Notes field, so it still prints on the standard PDF and email — you get the managed library, approval, and rules engine on top of the workflow you already use.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Purchase Terms & Conditions
A managed terms library with an approval workflow, version history and compare, conditional assignment rules, batch application, vendor acceptance tracking and 3-way match status.
Buy on Odoo App Store