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.

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