Inventory Management - FAQ | Zoho CRM

How do I add common Terms and Conditions for the Inventory records?

Some orgs use common set of guidelines and terms of service for every service or product they sell. It will be logical to set a common value in the Terms and Conditions field that applies across the organization.

To set common value for the terms and condition field:

  1. Go to Setup > Customization > Modules and Fields > Quotes.
  2. Move your mouse over Terms and Conditions > Edit Properties.
  3. In the Edit Properties page, click the Edit link corresponding to the Terms and Conditions field.
  4. Specify the terms and conditions in the Values text box under Multi-Line Properties.
      5. Click Done.

You can do this for Purchase Orders, Invoices, Quotes and Sales Orders. By doing this all the records in the module will have the default Terms and Conditions that you specified.

    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now

          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide

                    Secure your business
                    communication with Zoho Mail

                    Mail on the move with
                    Zoho Mail mobile application

                      Stay on top of your schedule
                      at all times

                      Carry your calendar with you
                      Anytime, anywhere

                              Zoho Sign Resources

                                Sign, Paperless!

                                Sign and send business documents on the go!

                                Get Started Now

                                    Zoho SalesIQ Resources

                                        Zoho TeamInbox Resources

                                                Zoho DataPrep Resources

                                                  Zoho DataPrep Demo

                                                  Get a personalized demo or POC

                                                  REGISTER NOW

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now

                                                                          • Related Articles

                                                                          • Common Operations with records

                                                                            Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
                                                                          • How to customize the Terms & Conditions for Invoices, Quotes or Orders?

                                                                            Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...
                                                                          • Inventory Management

                                                                            Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...
                                                                          • Configure Zoho CRM for Gmail Add-on

                                                                            As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...
                                                                          • Creating Inventory Templates

                                                                            With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
                                                                          Wherever you are is as good as
                                                                          your workplace



                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                            CRM Tips

                                                                            Make the most of Zoho CRM with these useful tips.

                                                                              Zoho Show Resources