Welcome to this guide on the Terms and Conditions Feature in Empress. This feature presents you with the ability to establish standard Terms and Conditions that can be added to your Sales and Purchases, providing a clear and standardized framework for your business transactions.
What Does the Terms and Conditions Feature Do?
The Terms and Conditions feature allows you to create, edit, and manage standard terms for your business transactions. These can include:
- Validity of the offer
- Payment Terms (In Advance, On Credit, part advance etc)
- What is extra (or payable by the Customer)
- Safety / usage warning
- Warranty if any
- Returns Policy
- Terms of shipping, if applicable
- Ways of addressing disputes, indemnity, liability, etc
- Address and Contact of your Company
These terms can be easily integrated into your selling and buying procedures, ensuring consistency across all your business operations.
How to Use the Terms and Conditions Feature
To use the Terms and Conditions feature, follow these steps:
- Navigate to the ‘Setup’ module and select ‘Terms and Conditions’.
- Click on the ‘New’ button to create a new set of terms and conditions.
- Fill in the ‘Title’ field to name your terms and conditions for easy reference.
- In the ‘Terms and Conditions’ field, type out your terms and conditions in detail.
- Under ‘Applicable Modules’, select whether these terms and conditions are applicable to ‘Selling’, ‘Buying’, or both.
- Once you are satisfied with your terms and conditions, click ‘Save’.
Managing User Roles and Permissions
Empress allows you to assign different user roles and permissions for the Terms and Conditions feature. The ‘Sales Master Manager’ role, for instance, has full permissions, including the ability to create, edit, and delete terms and conditions. The ‘Sales User’, ‘Purchase User’, and ‘Stock User’ roles, on the other hand, only have read permission. The ‘System Manager’ and ‘Accounts User’ roles have extensive permissions similar to the ‘Sales Master Manager’.
To assign or change user roles, navigate to ‘Settings’ > ‘Users and Permissions’ > ‘Role Permissions Manager’.
Conclusion
The Terms and Conditions feature in Empress is a robust tool that provides your business with a standardized way of managing terms for your transactions, ultimately enhancing your business processes. For additional support or resources, please visit our Empress Help Center or contact our support team.