Articles in this section
Authenticate Emails with SPF and DKIM Auto-forwarding your emails to Vtiger Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Automation - Multi-path Workflows Automation - Scheduled Workflows Automation - Scheduler Automation - Standard Workflows Automation - Webforms Automation - Workflow Action - Create Event Automation - Workflow Action - Create Records Automation - Workflow Action - Create Task Automation - Workflow Action - Invoke Custom Function Automation - Workflow Action - SMS Task Automation - Workflow Action - Send Mail Automation - Workflow Action - Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Configuration - Maps Configuration - Usage Details Configure Encrypted data fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Customize your self-service portal theme using CSS styles Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Extensions - Extension Store IMAP Configuration - 2-way sync between Vtiger and IMAP providers Inventory - Payments and Subscriptions Inventory - Tax Management Login to Vtiger on SSO SAML using ADFS Mailroom Functionality in Different Scenarios Manage Global Picklists Manage Multiple Currencies Marketing & Sales - Forecast and Quota Settings Marketing & Sales - Pipelines and Stages Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering My Preferences My Preferences - Calendar Settings My Preferences - My Tags My Preferences - Notification Preferences SAML Support in Vtiger CRM Set up Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Unsubscribe your Email User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Websense - Trackers Websense - Widgets Working with Picklist field values Configuring Dependent Fields and Blocks for Modules Duplicate Prevention in Modules Module Management - Modules Module Management - Module Layouts & Fields Configuration - Storage Guard

Inventory - Terms and Conditions

This article will guide you to configure the terms and conditions for your inventory.
R
Rashmi Kashyap
3 Aug, 2020 - Updated 8 months ago

 Introduction

Are you trying hard to convey your terms and conditions to the customer?

We have the right solution for you!

 

Vtiger CRM lets you define your company’s terms and conditions related to your inventory, in the form of text. This is automatically reflected in the Inventory modules such as Quotes, Invoices, Sales Orders, Purchase Orders, etc. 

Benefits

The benefits of setting up terms and conditions are:

  1. You can convey the terms and conditions related to your products and services clearly and avoid miscommunication.

  2. You need not worry about mentioning the terms and conditions explicitly in the emails sent to the customers.

Visibility in the CRM

 

Want to know where the terms and conditions appear?

 

The terms and conditions are shown in quotes, invoices, sales orders, purchase orders, credit notes, bills, work orders, and subscriptions.
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. Sign In to your account.

  2. Click the User Menu on the top right corner of the screen.

  3. Click the Settings button.

  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. 

Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube