Terms And Conditions Setup

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 System Configuration> General> Terms and Conditions 

 

   General arrangements that form part of an agreement or contract 

  The Navigation Ribbon has the following buttons: 

 

 

 

 Add button 

 Add new Terms and Conditions 

 

 

 Edit button 

 View or edit an already added Terms and Conditions 

 

 

 Delete button 

 Delete the currently selected Terms and Conditions 

 

 

 Print TC's in Use 

 

 This will give you a history of Terms and conditions that have been used in the past 

 It will give you a list indicating document number, date and debtors code and name 

 

 

 

 

   

 

 Add Terms and Conditions 

 To add new terms and conditions click add 

 The screen below will display 

 

 

 

 

 Description 

 Enter a description for your terms and conditions 

 

 

 Term And Condition 

 

 Enter the actual terms and conditions 

 You can add as many as you wish based on your company's terms and conditions 

 

 

 

 Active 

 

 Put a tick on if the terms and conditions should be in use 

 Put the tick off if the terms and conditions must not be in use 

 

 

 

 

 Once you are done click Save and New if creating multiple terms and conditions or click save and close if just creating one terms and conditions.  

 Once completed the terms and conditions will display as shown below: 

 

   

 You can also select terms to be used as a default on debtors/customers' documents and creditors/suppliers' documents documents 

 Select the Debtor/ Customer and Creditor/ Supplier T/C drop down 

 Then click save as default