Editing Existing Terms And Conditions

To edit saved Terms And Conditions texts:

1.      Either:

• From the Home tab: under links, select more then select Terms And Conditions.

   

  

   

• Or: From the Toolbar Main Menu: select Edit then select Terms And Conditions.

   

  

   

• Or: Click the appropriate module on the Mega Menu (e.g. Sales Desk), then under create select Terms And Conditions.

The Terms and Conditions control record will open in a new tab.

Available document types, against which you may create Terms and Conditions texts/records, are listed on the left:

2.      Click the '' next to a document type (e.g. Sales Header), to display existing Terms and Conditions texts/records for that document type. Then click on the text record you wish to edit (e.g. 0001):

3.      Make the record active by clicking Amend on the Toolbar - Sub Menu.

4.      Edit the text as necessary. When you have finished editing the record, click Save on the Toolbar - Sub Menu to save it:

5.      A dialogue box will pop up to inform you that the record has been saved - click OK to close it and continue.

Use the same procedure to edit further Terms and Conditions texts if necessary.

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