Set up the Purchase Order Module
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      2. Purchase Order Automation
      3. Set up the Purchase Order Module

      Adding terms and conditions to Purchase Orders

      How to add a PDF copy of your Terms and Conditions to be attached and sent out with your Purchase Orders.

      Introduction

      How to add a Terms and Conditions document

      Introduction

      You are able to attach a PDF document to your Purchase Orders. This may be Terms and Conditions, or any PDF that you wish to send out.

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      How to add a Terms and Conditions document

      Go to Home > Settings > Managers and tasks > Payable Manager

       

      In the Terms and conditions section:

      • Drag your file here or click to browse and select your file.
      • Click Upload terms and condition file.
      • Click Save.

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      Last updated: 10 February 2022.