About Terms and Conditions
You can assign terms and conditions documents to orders. These documents detail the terms and conditions of the sale, how much you require be paid down in advance, how much of any deposit amount is forfeited and so on.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.
When placing an order, you select the Terms and Conditions check box in the Order Totals tab. After you accept the order, the system automatically opens the Terms and Conditions field list dialog box so you can view the documents available. Once you double-click the document to assign to the order, the system writes the information to the customer database and updates the Customer Terms and Conditions dialog box.
You use this dialog box to keep track of the terms and conditions documents on file. After the customer signs the document, you can go to the Customer Terms and Conditions dialog box and receive the document as well as indicate who signed off and the date it was received. You can also make changes to the existing document information. However, you cannot add new documents in this dialog box. You attach a document at the time of the sales while placing the customer's order in order entry. When a customer has a terms and conditions document set up, the system indicates this by placing the next T&C to the right of the customer's billing address in both the Customer and Order Entry windows. This immediately notifies you of the customer's status.
Before using terms and conditions, you must set up the proper documents. Store these documents in a folder on your hard drive, C:\Terms and Conditions, for example. Within this terms and conditions folder, create separate folders for each type or order you might create — one for commercial order entry, one for furniture order entry, and one for serialized (machine) order entry, C:\Terms and Conditions\Order Entry and so on.
After the documents are stored, you must set up your terms and conditions parameters in the Keyop menu. Open the Parameter Editor window and select Terms and Conditions in the Customer parameters. You then enter the path name to a shared folder for each order entry type you use, including commercial, furniture, and machine order entry. For example, in the Furniture OE path box, you might enter the folder C:\Terms and Conditions\Furniture Order Entry. For the feature to work properly, you must also enter a password in the TC password box. In addition, you can set different terms and condition parameters for each location.
Once these parameters are set up, when you place your order, the system checks to determine the type of order you're placing commercial, furniture, and so on. It uses the hard drive path you've specified to retrieve and display the proper documents for the order entry type, allowing you to quickly choose the correct document.
To set up, go to Setting Up Terms and Conditions.
See also:
Creating Furniture Orders with Terms and Conditions
In the Customer Terms and Conditions Dialog Box
Receiving Terms and Conditions