This guide provides a step-by-step walkthrough for configuring Terms & Conditions in the Appliance.io settings. The goal is to ensure that specific terms are correctly attached based on customer orders, brands, or product conditions, and to help users collect customer signatures if needed.
Terms & Conditions Setting
This guide provides a step-by-step walkthrough for configuring Terms & Conditions in the Appliance.io settings. The goal is to ensure that specific terms are correctly attached based on customer orders, brands, or product conditions, and to help users collect customer signatures if needed.
Go to Settings from the main dashboard.
In Basic Settings, click Terms & Conditions.
Inside the Terms & Conditions page, you will see three tabs:
General Terms & Conditions
Brands
Conditions
Brands Tab
Select the “Brands” tab within the Terms & Conditions settings.
Locate the brand you want to edit. Click the edit icon next to the brand.
In the edit view:
Upload PDFs containing the specific terms for the selected brand by clicking "Choose file or drop it here".
You can specify Categories or Conditions associated with these terms.
Once finished, click Save to apply changes.
Conditions Tab
Click the Conditions tab within the Terms & Conditions section. Choose a condition (e.g., Demo, Floor Model) and click the edit icon.
Upload a PDF containing the terms related to that product condition.
Hit Save to ensure the terms are associated with that product condition.
Collecting Signatures
In the General Terms & Conditions tab, you can activate the Collect Signature option.
When Collect Signature is enabled under General Terms & Conditions, customers will be required to sign electronically before proceeding with orders or quotes. This ensures legal compliance and accountability, making the terms enforceable at checkout.
Toggle on the switch for Quote or Order to ensure customers provide a signature before checkout.
