How to Add Vendor Terms and Conditions to Orders

Overview
There are two places to add terms and conditions to your vendor orders. You can set company default terms and conditions that apply to all new vendor and subcontractor orders, or add terms and conditions to one specific vendor order.

Set Default Terms and Conditions for All Vendor Orders

Use this if you want the same terms and conditions on all of your vendor orders, so you don't forget to add them.

1. In the bottom left corner of the left-hand menu, click Settings.

2. Click Estimating settings. The Estimation settings page opens.

3. Scroll near the bottom to Vendor/sub settings.

4. Under Default terms & conditions, enter your terms and conditions.

5. In the top right corner, click Save changes.

These terms and conditions are added to all new vendor and subcontractor orders. Individual orders can still override them.

Add Terms and Conditions to a Specific Vendor Order

Use this if the terms and conditions are specific to one vendor order.

1. In the left-hand menu, click Jobs.

2. Click Job list and select the estimate. You can also click Pipeline and select it from there.

3. In the estimate's left sidebar, under Production, click Vendor orders.

4. Click Vendor order to create a new vendor order. The Create vendor order window opens.

5. Click the settings tab.

6. Under Terms & conditions, enter the terms and conditions for this vendor order.

Why This Matters

• Setting default terms and conditions means every vendor order includes them, so you don't forget to add them.
• You can still add terms and conditions that are specific to an individual vendor order when you need to.

Summary

To add terms and conditions to all vendor orders, go to Settings > Estimating settings and enter them under Vendor/sub settings > Default terms & conditions. To add them to one vendor order, open the job, go to Vendor orders, create a vendor order, and enter them on the settings tab under Terms & conditions.