How to manage Terms & Conditions?

Terms & Conditions Master

Purpose:
Maintain a repository of standard legal and commercial terms (e.g., payment terms, delivery terms, warranty clauses). You can attach these to events quickly, instead of re‑typing every time.

Create Terms & Conditions

1. Go to Masters → Terms & Conditions

   • Open Masters.

   • Click on Terms & Conditions.

2. Click “Add Term & Condition”

   • Opens a form to define a new T&C .

3. Fill in T&C Details

   • Condition Name (Required)

     • Example: “Standard Payment Terms – 30 Days”, “General Commercial Terms – RFQ”.

   • Term For 

     • Example: “Common,” “Enquiry”.

   • Terms Type :

     • Text Mode

     • Attachment 

       • Upload a PDF/Word document containing the full T&Cs.

4. Save

   • Click Save.

   • The term now appears in your T&C  master for reuse.

5. Usage

   • While creating an event (RFQ / RA / FA):

     • Go to the Terms & Conditions tab.

     • Select required terms from master and add them to the event.

Edit Terms & Conditions

1. Open the T&C List

   • Go to Masters → Terms & Conditions.

2. Find the Term

   • Search by title or category. 

3. Click Edit

   • Open the term in edit mode.

4. Update Content

   • Modify Title, Category, text content, dynamic variables, or uploaded file.

   • Ensure legal review is done before major changes.

5. Save

   • Click Save.

How to Delete Terms & Conditions

1. Open the T&C List

   • Go to Masters → Terms & Conditions.

2. Click Delete

   • Click the Delete icon on the row.

3. System Validation

   • If the term is not used in any event:

     • Deletion is allowed.

   • If the term is already attached to existing or past events:

     • Deletion is blocked.

     • A message such as:
       “This term is used in events and cannot be deleted.”
       is shown.