Terms & Conditions

You may define inventory terms and conditions in the form of text that is automatically populated in inventory modules such as Invoices, Sales Orders, Purchase Orders and Quotes. These terms and conditions will be available as default entries whenever you create a new quote, sales order, purchase order or invoice.

To add new Terms and Conditions:

  1. Click on    icon at the top of page.
  2. On the left sidebar, click Templates > Terms and Conditions.
  3. Click on the + New Terms and Conditions button and enter all the information. Fields marked with an asterisk [ * ] are mandatory.

    The space available is limited to 255 characters.

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  4. Once done, click the Save button.

There are four modules which relate its records to Terms and Conditions, which are Quotes, Sales Order, Invoices, and Purchase Order. You can select any Terms and Conditions from these modules.

For example, select Terms and Conditions at Quotes module:

  1. Go to the Quotes module at the navigation area.
  2. Click on the Edit button and you will be redirected to the editing information page as displayed in the figure below.
  3. Scroll down to the "Terms and Conditions" section and select Terms and Conditions from an available picklist as shown below.

    You must select Company Details before you are able to select Terms and Conditions.

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  4. Once done, click the Save button.



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