Terms & Conditions

Let’s Configure Your Settings for Terms & Conditions

Watch the FUN video here or read the article below, your choice!

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First, pop back to your settings page and select Terms and Conditions.

Terms & Conditions Tabs

You see here, we have 3 tabs at the top.

• General Terms and Conditions: This includes when and where to collect signatures from your customers.

• Brands. These are specific terms you can designate by the brand.

• Conditions: Pro tip, this is not where you enter and manage your conditions; this is where you set the term for your conditions.

General Terms and Conditions.

• Collect Signature

The first option is to collect a signature from your customer for every purchase made. This includes online orders, and orders made over the phone or in person. No order will be able to be completed until a signature is obtained. However, it does not affect the ability of your customer to return an item.

This is an example of what your customer will see when checking out on the website, if you require a signature.

Choose where you would like to enforce the signature requirement. Just flip on the toggle to make it appear on every Quote

Open the dropdown, and fill in the terms and conditions.

It will appear in the Customer Portal, where you have to sign it to proceed to payment.

Another place it’ll appear is if you want to print the invoice, the T&C will be added at the bottom of the printout.

The same thing goes for Order, too.

Open the Dropdown and type in the T&C.

It’ll also appear in the Order’s invoice printout.

As for the website, it’ll appear right before you proceed to the Payment.

Brands

From the main Terms and conditions page, select BRANDS - it’s the 2nd tab at the top of the page.

While you are reviewing your brands, don’t forget you can expand the amount you see at once by expanding the items per page drop-down at the bottom. You also have your page selector to the left. You will see this throughout the platform, fyi.

You can also type in the search field and your brands will auto-populate, if your looking for a certain one.

Under the Brand title to the left, you can select the drop-down to expand any PDF attachments you have included for that brand.

Any Brands that are given rules here will be considered “Special Terms”. This typically means the customer’s signature is binding. For example, if you work with a brand that does not accept returns, then you would want to let your customer know upfront that once the order is signed, they cannot cancel, return, or be reimbursed. For this particular client, they have included the fact that this brand can have unusually long estimated times of arrival. As long as the customer is aware upfront, we’re good.

Note, only a super-admin can process any returns for orders set up this way.

If you select the edit pencil on the right end of each Brand, the editor pop-up box will populate.

This is where you will upload your own policy pdf’s. You can choose to have them apply to the entire brand,

Or only apply them to certain categories. Just start by selecting your Category from the bottom drop-down.

Then choose your Sub-Category

And lastly, your Detail Category.

Conditions

Back to the main page of terms and conditions, select Conditions

Here you will see all of the conditions you have already entered into the system.

EXAMPLE

This is a good example of an order with an item containing special terms and conditions. It’s an open box item. The user set it using the condition setting and requires a signature on the order.

This warning is displayed on the line item of the order. This item is a Special Terms item and requires signed terms and conditions.

At the bottom, in your Totals section of the order, the salesperson is then prompted to send the policy to the customer by text message. They can sign the policy right from their phone, and in real time, the order will be updated and then payment can be taken.

Under the main conditions tab, you can drop down all of the details here.

Select the edit pencil to make changes.

Your pop-up edit box will populate, and you just make the changes or add the pdf’s you need to for each condition.

Yes, feel good, you’re moving along nicely! It gets a little more exciting with setting up your delivery schedule next!

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Delivery Schedule