Create Terms and Conditions

 

In this video, we’ll learn how to add Terms and Conditions with AntMyERP.

Terms and Conditions can be added in two ways. The first is to press Ctrl + Space and query almost the word Terms and Conditions.

This shortcut opens directly the Terms and Conditions page, which can be accessed by clicking the plus icon on the right hand side after entering the page.

The second method is navigating the Settings dialog. Click on Settings and from the left hand panel select Master. Under the Sales tab, click on Terms and Conditions. This opens the Index view where all existing Terms and Conditions are listed. To create a new one click the plus icon again.

A form will appear where you can select the module the Terms and Conditions apply to such as Sales Proposal, Rental, AMC, Purchase Order or Inward Challenge. Enter the title for example, “ABC,” and add your Terms and Conditions text. Keep in mind that up to 256 words can be added. Once done click Save to create the entry.

After saving, the Terms and Conditions will automatically appear in the relevant module for example, under Sales Proposal and can be selected while creating proposals or quotations. Modify and create customer specific Terms and Conditions as and when required.

Such a feature would allow the businesses to custom-tailor any client requirements while retaining standard documentation.

Effortless management and automation of all the Terms and Conditions for every sales and purchase workflow, making sure that every document you send has the same level of compliance, consistency, and clear communication with AntMyERP.

Simplify business operations with AntMyERP today!