How to Add Vendor Terms and Conditions to Orders
In Bolster, you can add vendor-specific terms and conditions to individual purchase orders or work orders within a project. This is useful when a vendor requires terms that differ from your company-wide default terms and conditions.
Important distinction: Your company-wide terms and conditions are configured in Company Settings. Vendor-specific terms and conditions, covered in this article, are set at the order level and apply only to that specific vendor order — they will not appear anywhere else.
When to Use This Feature
Use vendor-specific terms and conditions when:
- A particular vendor requires different terms than your standard company-wide terms
- You need to include custom language for a specific project or order
- You want to tailor agreement terms on a per-order basis
Steps
1. Navigate to Purchasing in a Booked Project
Open the project you are working in, then go to the Purchasing section from the project navigation.
2. Create a New Vendor Order
Click Create New to start a new purchase order or work order.
If no vendor orders exist yet, the list will be empty — this is expected.
3. Fill in Order Details
Complete the basic order information:
- Vendor — Select the vendor this order is going to
- Description — Add a description if needed
- Internal Files — Attach any relevant internal files
- Line Items — Select the items you want to include in the order
4. Open Advanced Settings
Scroll to the Advanced Settings section within the order form and expand it.
5. Enter Terms and Conditions
In the terms and conditions field within Advanced Settings, enter the vendor-specific terms you want to include. You can:
- Type the terms directly into the field
- Copy and paste from an existing document
6. Save the Order
Once you have entered your terms and conditions, save the order using one of the available options:
- Save — Saves the order without sending
- Save and Send — Saves and immediately sends the order to the vendor
Key Notes
- Vendor terms and conditions entered here are order-specific. They will not carry over to other orders or appear anywhere else in the system.
- This feature works for both purchase orders and work orders.
- Company-wide default terms and conditions are managed separately under Company Settings.