Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day!
Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in their preferred language. Additionally, if there are different tax treatments or specific pricing arrangements for each customer, these details need to be communicated clearly in the Terms & Conditions section. In such cases, today's custom function is invaluable. You can enter customer-specific terms and conditions in a custom field, and whenever a quote is created, the function will automatically copy this text into the Terms & Conditions section of the quote.
Prerequisites:
1. Create a Connection named "zbooks" to successfully execute the scheduler. You can watch the GIF attached below to know how to create the connection.
2. Create a Text Box (Multi-line) type custom field for Customers. Here, you can enter the text to be copied over to the Terms & Conditions section of the respective customer's sales transaction.
2. Create a Text Box (Multi-line) type custom field for Customers. Here, you can enter the text to be copied over to the Terms & Conditions section of the respective customer's sales transaction.
Custom Function:
Navigate to Settings -> Automation -> Workflow Actions -> Custom Functions -> +New Custom Function > Add the function code from this GitHub link -> Save.
Workflow Rule:
Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and set up the workflow rule as shown below:-
In the final step of this workflow rule, associate the custom function you created and then hit Save.
This function updates the Terms & Conditions section of a quote. To ensure that the updated Terms & Conditions are also reflected on the Sales Orders and Invoices created from the quote, you can configure a preference in the Settings.
In the final step of this workflow rule, associate the custom function you created and then hit Save.
This function updates the Terms & Conditions section of a quote. To ensure that the updated Terms & Conditions are also reflected on the Sales Orders and Invoices created from the quote, you can configure a preference in the Settings.
If you start your sales cycle by creating Sales Orders or Invoices and want to implement this function for those modules, you will need to set up separate workflow rules for each module and add the respective scripts.
Try-out these functions and let us know your feedback. If you need assistance with the implementation, please contact our Support team at support[at]zohobooks[dot]com. We are happy to help.
Regards,
Shireen Farhana
Zoho Books
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