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 Feature Availability
Vtiger Editions: One Pilot | One Professional | One Enterprise

Introduction

Vtiger CRM allows you to define standardized inventory Terms and Conditions that can be automatically applied across inventory-related records. Once configured, these terms are displayed in modules such as Quotes, Invoices, Sales Orders, and Purchase Orders, ensuring consistency and clarity in customer communication.

By centralizing terms and conditions, organizations can reduce manual effort, avoid inconsistencies, and maintain transparency across all inventory documents.

Benefits

The benefits of setting up terms and conditions are:

• Ensures clear communication of policies related to products and services.
• Eliminates the need to manually include terms and conditions in customer emails.
• Maintains consistency across all inventory documents.
• Reduces the risk of miscommunication or contractual disputes.

In this article, you will learn about:

• Terms and Conditions
• Adding the Terms and Conditions

Key Terminology

  

Visibility in the CRM 

The terms and conditions are shown in Quotes, Invoices, Sales Orders, Purchase Orders, Credit Notes, and other Inventory Modules.
You can also see it in the Customer Portal, the Email Templates, and the Print Templates.

To read about these modules, please visit our website.

 

Adding the Terms and Conditions

You can add terms and conditions separately for different modules as required.

 

Follow these steps to enter your terms and conditions:

1. Log in to the CRM.
2. Go to the Main Menu.
3. Click Settings.
4. Look for the Inventory section.
5. Select Terms and Conditions.
6. Select the module for which you want to specify the terms and conditions from the dropdown.
7. Specify the terms and conditions in the text area.
8. Click Save.

Your terms and conditions will now reflect in the selected module. 

Creating and Managing Invoices