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 .

Before you begin, you will need to create a terms and conditions file in an .rtf format. The file can be created in Word, and then saved as a Rich Test Format (rtf) file.
Once the file is created, move it to the location of your Reports folder for Solatech. This is typically: C:\Solatech Data\WCS5\Reports

From within SalesPRO, navigate to the Setup tab and select the Process Reports icon.

On the Manage Reports window, click the Refresh button at the bottom of the 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.