Terms & Conditions Settings

Set up, customize, and manage your store’s Terms & Conditions with ease

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The Terms & Conditions settings in Appliance.io give you full control over how your policies are presented, signed, and enforced across your sales process — from online checkouts to printed invoices. With three dedicated tabs — General Terms and Conditions, Brands, and Conditions — you can clearly define your store’s legal terms, ensure transparency with customers, and automate compliance with every order.

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📍 Accessing Terms & Conditions

To begin, open Settings from your sidebar menu. Then, select Terms & Conditions — you’ll find three tabs at the top of the page:

1. General Terms and Conditions – Manage global policies and rules for signature collection.

2. Brands – Assign special terms for specific brands.

3. Conditions – Link conditions to products or categories requiring customer acknowledgment.

Each section helps you configure exactly how and where your terms appear throughout the sales process.

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🧾 General Terms and Conditions

This section determines when and where customers must sign your store policies.

Collect Signature

You can require a customer’s signature for every purchase — whether the order is placed online, over the phone, or in person. When enabled, no order can be completed without a signature, though it won’t restrict returns.

Here’s how it works:

• When customers check out online, they’ll be prompted to sign before completing payment.

• The signature requirement can also appear on every Quote or Order — just toggle it on.

• Open the dropdown field and enter your Terms and Conditions text.

Visibility Points:

• Customer Portal: Customers must sign before proceeding to payment.

  

• Printed Documents: The T&C automatically appear at the bottom of printed Invoices and Orders.

  

• Website Checkout: Terms appear right before the payment step.

  

This ensures that every customer has acknowledged and agreed to your policies before completing a transaction.

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🏷️ Brands

Next, select the Brands tab at the top of the Terms & Conditions page.

Here, you can set up brand-specific policies — perfect for managing “Special Terms” associated with certain manufacturers or vendors.

Key Features:

• Adjust your page view using the Items Per Page dropdown at the bottom.

• Use the search bar to quickly find specific brands.

• Expand the Brand Title dropdown to view or attach brand-specific policy PDFs.

When you assign rules here, they’re marked as Special Terms, meaning the customer’s signature becomes legally binding.

For instance, if a brand doesn’t allow returns, your customer will see that policy clearly before signing.

💡 Note: Only a Super Admin can process returns for orders linked to these special brand terms.

To edit a brand:

• Click the Edit (pencil) icon next to the brand name.

• Upload your own policy PDF.

• Choose whether it applies to the entire brand or specific categories, subcategories, and detail categories.

This allows you to tailor legal terms precisely per brand and product type.

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⚙️ Conditions

Finally, open the Conditions tab to view and manage all existing policy conditions tied to specific items.

Example: An open-box product might require customers to sign a special acknowledgment before completing their purchase.

When this condition is applied:

• The system flags the line item as a Special Terms product.

• The salesperson sees a prompt in the Totals section to send the policy via text message.

• The customer can sign instantly from their phone, and once complete, the order automatically updates to allow payment.

To modify an existing condition:

• Expand the dropdown under the Conditions tab.

• Click the Edit (pencil) icon.

• In the pop-up editor, update text or upload new PDFs.

This ensures your store can dynamically apply the right policies for every unique sale scenario.

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🎉 You’re All Set!

You’ve now configured your store’s Terms & Conditions! From general signatures to brand policies and special item conditions, Appliance.io’s flexible system ensures compliance, clarity, and a seamless customer experience at every checkout.