Community Terms and Conditions

  • Updated

In Unimarket, Terms and Conditions are customized messages that appear at the bottom of Purchase Order email confirmations and PDFs sent to suppliers. These are managed at the Organization level by users with the Community Administrator role.

 

Key Rules for Terms and Conditions

  • Defaults: An organization can have multiple sets of terms, but one must be marked as the default.

  • Supplier Overrides: If you have one organization, you can override the default terms for a specific supplier within their profile.

    • If you have two or more organizations, you cannot set supplier-specific defaults.

  • Checkout Selection: If multiple terms exist, buyers can choose a specific set during checkout. To be reflected on that specific PO.

  • Historical Integrity: Updates to terms only apply to future orders; existing orders retain the terms they were originally issued with.

 

Managing Terms and Conditions

Navigation: Administration > Organizations > select the specific Organization Name.

 

Adding New Terms

  • Select the Order Template tab.

  • Click +Add Terms and Conditions.

 

  • Enter a Name (internal reference) and the Message in the text box.

  • Customization: You can add links, adjust font sizes, or insert images (recommended image size: 480 x 360 pixels to avoid being cut off on the PDF).

  • Click Save.

 

The Terms & Conditions will show at the bottom of Purchase Order email confirmations (PDF and Email):

 

Editing, Defaulting, and Deleting

  • Edit: Click the Pencil icon next to the terms you wish to change.

 

  • Set As Default: Click the Three dots (More Actions) and select Set As Default. This option only appears if you have more than one set of terms and the desired T&Cs is not already set as Default.

  • Delete: Click the Three dots (More Actions) and select Delete. Confirm the removal in the pop-up box.