How to Add Terms and Conditions to a Process Report : Solatech, Inc.

How to Add Terms and Conditions to a Process Report Print

Modified on: Tue, 10 Jul, 2018 at 11:20 AM

Summary

This article will explain how to add terms and conditions to a process report .

From within SalesPRO, navigate to the Setup tab and select the Process Reports icon.

In the Manage Reports window, select the report to which you wish to add Terms and Conditions (Quote, Order Confirmation, Etc.).
Click the Modify button.
In the Modify Report Layout window, click the “Other” tab.
Click on the Signature and T&C tab.
Under Terms and Conditions, place a check mark to the left of "Show terms & conditions".
Using the drop down menu to the right of Source file, select an existing source file, or create a new file.
If you create a new file, be sure to save it as a Rich Text File (.rtf)
Click OK to exit and save your changes.
Repeat with all process reports to which you wish to add Terms and Conditions.

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