This feature enables you to 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. This will help you to convey your terms and conditions explicitly. Having the terms and conditions text ready in inventory modules also helps you to populate the text in pdf templates sent to customers.
Getting Started
Simply CRM provides default text in Inventory Terms and Conditions feature. You can modify the text to match your business requirements.
Follow few simple steps to modify text in Inventory Terms and Conditions
- Click
gear icon in the top-right
- Click CRM Settings
- Click ‘Other Settings’ drop-down in the left
- Click Inventory Terms and Conditions. You can click on
pin icon next to it to add a shortcut to your settings home page
- Modify the default text in the text-space provided
- Click Save
Working with Inventory Terms and Conditions
Inventory Terms and Conditions text is automatically populated in Terms & Conditions block in inventory modules: Invoices, Sales Orders, Purchase Orders and Quotes. However, you can modify the text from within individual inventory module record, too.
For instance, I am going to modify Inventory terms and conditions text from within my invoice record
