Skip to main content

Terms And Conditions Setup

Video Training Manual 2016 - Click Here

 System Configuration> General> Terms and Conditions

 image.png

 General arrangements that formsform part of an agreement or contract

 The Navigation Ribbon has the following buttons:

Item.
Add button Insert aAdd new Terms and Conditions Item.
Edit button View or edit an already added Terms and Conditions Item.
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

image.png

DescriptionEnter 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:

image.png

 

You can also select terms to be used as a default on Debtorsdebtors/customers' Documentsdocuments and Creditorscreditors/suppliers' Documentsdocuments documents

Select the Debtor/ Customer and ClickCreditor/ onSupplier SaveT/C defaultsdrop down

Then click save as default

image.png