How to Add Terms and Conditions to a Process Report

How to Add Terms and Conditions to a Process Report

Summary

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

More Information

  • 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.


Related Articles

  • How to modify terms and conditions on a process report

Applies to: 

  • SalesPRO Software

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