FAQs in this section
Where will terms and conditions appear in the CRM?
Can I add terms related to my company's policies to the Inventory module in Vtiger CRM?
Why should I add terms and conditions for inventory?
Where should I set default Terms and Conditions for Quotes?
How should I change the Terms and Conditions of Invoices?
How to change the Terms and Conditions of Purchase Order?
How to change the Terms and Conditions of Sales Orders?

How can I add 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.

To know more about Terms and Conditions, click here.
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