How can default terms and conditions be configured to apply on all purchase orders?
To add or update default terms and conditions, navigate to the top right of your screen, select the drop-down, and access “Branch Profile”.
Once you access the Branch Profile, select “Default Terms” from the panel on the left.
There are two areas in which you can include information that will be shared with the supplier:
Default Terms and Conditions - This is a text field in which you can enter your terms and conditions.
Default file Attachments - You can upload file attachments alongside your terms and conditions by selecting upload default files.
Both the Default Terms and attachments will automatically populate when creating a new transaction.
Please note- while default terms and conditions will be automatically populated for each transaction created on the system, these can be edited on a per-transaction basis during the creation process.
Click “Save Changes” at the bottom right of your screen to confirm and apply the updated terms and conditions.
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