Purpose

Terms and Conditions serve as the foundation for regulating interactions, transactions, and relationships between parties. They define the rules, regulations, and guidelines that govern the agreements between stakeholders.

In this system, the Terms and Conditions module allows users to create and manage standardized terms that can be applied across various processes such as sales, procurement, or agreements. By centralizing these terms, the system ensures consistency, compliance, and transparency, simplifying operations and supporting seamless execution of transactions.

Dependency

The Terms and Conditions module relies on several dependencies to ensure its functionality and integration within the system:

1. Transaction Modules: The Terms and Conditions are linked to various transactional modules such as sales, procurement, and invoicing. These terms are applied to ensure compliance and clarity during transactions.

Listing

In the Terms and Conditions listing, users can view a comprehensive list of all the Terms and Conditions created within the system. Each entry in the list provides essential details to identify and manage these records effectively:

• Title: The name or description of the Term and Condition, giving a clear idea of its purpose.
• Code: A unique identifier assigned to each Term and Condition for easy reference.
• Added By: The name of the user or system administrator who created the record.
• Added Date: The date when the Term and Condition was added to the system, helping track its history.
• Status: The current state of the record (e.g., Active, Inactive), indicating its availability for use in transactions.

Terms and Condition  Details:

Users have the option to view detailed information about each term and condition.

Clicking on the more details option will view the details of the Delivery terms Which will include the summary and Notes 

• View Summary: By clicking on the terms and condition  in the listing, the user will be navigated to the particular Terms and Condition summary page.
  • This data is fetched from the inventory.

• View Notes: On clicking the notes tab user will be able to view and add the notes for the Terms and Condition.

To add notes in the system, users need to provide the following details:

• Classification: Select a predefined category or type to classify the note, ensuring better organization and relevance.
• Comment: Enter the main content or message of the note. This field allows users to provide additional information or context related to the note.
• Upload Image: Attach any relevant image files to supplement the note, such as supporting documents, screenshots.

Add Terms and Condition 

To add new terms and condition  user will have to enter below fields : 

• Term Title: Enter the title that clearly identifies the terms and conditions.
• Term Code: Provide a unique code to reference the specific terms and conditions.
• Content: Input the detailed text outlining the terms, including any rules, obligations, or guidelines.
• Status: Specify whether the terms are active or inactive, ensuring proper application across relevant transactions.

Action Buttons

The Save button allows users to securely store the entered details of the Terms and Conditions in the system, ensuring the information is recorded for future reference and use.

The Discard button provides users with the option to cancel the current entry or edits, reverting to the previous state without saving any changes made.