FEATURE FAQS

How can default terms and conditions be configured to apply on all purchase orders?

  1. Click on the dropdown menu at the top right of the screen and select “Manage Branch”
  2. Select the “Default Terms” tab from the panel on the left
  3. Enter the desired terms to be displayed in the text field
  4. Click on the “Upload Terms Files” button, or drag and drop a file over the button to attach one or more files that will be automatically attached to each new transaction
  5. Click “Save Changes” to confirm and apply the updated terms automatically to all newly created transactions. These terms can be edited during each individual transaction creation process

As a note, while default terms and conditions will be automatically populated for each transaction created on the system, these can be edited on a per-transaction basis during the creation process.

FEATURE FAQS

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