Order Terms

Every Quotation, Invoice or Purchase order created and sent out has to provide terms such as payment terms, delivery terms etc. These terms can be created prior as Master data to ensure a uniform approach.

How to Create Order Terms

• Go to menu SETTINGS -> ORDER TERMS
• To create a new term, click on the Create button above the Detail view
• In the new form, choose ORDER TYPE and add the order term as desired
• Click on SAVE, else CANCEL
• To edit an existing record, double click, make necessary changes and SAVE
• Order terms cannot be deleted. It can only be made Inactive by unchecking the ACTIVE checkbox