Terms and Conditions
Terms and Conditions are the rules that a buyer and seller agree to follow when they buy or sell a product or service.
It would be best if every Quote or Sales Order came with a set of Terms and Conditions that clearly state what your business is responsible for. These help set the rules for service, how it can be used, limits on liability, and other legal issues. Making a standard template for your Terms and Conditions will make sure that your business documents are clear and consistent.
To get to the Terms and Conditions Template, go to:
1. How to make a template for terms and conditions
Click on New in the list of Terms and Conditions Templates.
Put the text of your Terms and Conditions in the space that is given.
Click the Save button.
1.1 Choose in Transaction
There will be a separate Terms and Conditions section when you make transactions like Quotations or Sales Orders. You can look for and bring in a Terms and Conditions template that you saved before into your current document.
1.2 Rules and Conditions for Printing
When you add the Terms and Conditions to a transaction (like a sale or a purchase), they will automatically show up in the print version of the document.
1.3 What should be in the Terms and Conditions?
Terms and Conditions templates usually have the following:
How long the offer is good for.
Do you have to pay in full, on credit, or in part?
List any goods or services that cost the customer more.
Warnings about safety and how to use the product, especially for dangerous or technical items.
Information about the warranty, if any.
The rules for how items can be returned.
The time frames, methods, and duties that apply during shipping.
How disputes will be handled, including clauses on indemnity and liability.
Company contact information, such as an address, phone number, and email address.
These clauses are both general and specific rules that your business must follow. They are an important part of any agreement or contract made with customers, suppliers, or business partners.