The Terms & Conditions settings in Appliance.io give you full control over how your policies are presented, signed, and enforced across your sales process — from online checkouts to printed invoices. With three dedicated tabs — General Terms and Conditions, Brands, and Conditions — you can clearly define your store’s legal terms, ensure transparency with customers, and automate compliance with every order.
📍 Accessing Terms & Conditions
To begin, open Settings from your sidebar menu.
Then, select Terms & Conditions — you’ll find three tabs at the top of the page:
General Terms and Conditions – Manage global policies and rules for signature collection.
Brands – Assign special terms for specific brands.
Conditions – Link conditions to products or categories requiring customer acknowledgment.
Each section helps you configure exactly how and where your terms appear throughout the sales process.
🧾 General Terms and Conditions
This section determines when and where customers must sign your store policies.
Collect Signature
You can require a customer’s signature for every purchase — whether the order is placed online, over the phone, or in person.
When enabled, no order can be completed without a signature, though it won’t restrict returns.
Here’s how it works:
When customers check out online, they’ll be prompted to sign before completing payment.
The signature requirement can also appear on every Quote or Order — just toggle it on.
Open the dropdown field and enter your Terms and Conditions text.
Visibility Points:
Customer Portal: Customers must sign before proceeding to payment.
Printed Documents: The T&C automatically appear at the bottom of printed Invoices and Orders.
Website Checkout: Terms appear right before the payment step.
This ensures that every customer has acknowledged and agreed to your policies before completing a transaction.
🏷️ Brands
Next, select the Brands tab at the top of the Terms & Conditions page.
Here, you can set up brand-specific policies — perfect for managing “Special Terms” associated with certain manufacturers or vendors.
Key Features:
Adjust your page view using the Items Per Page dropdown at the bottom.
Use the search bar to quickly find specific brands.
Expand the Brand Title dropdown to view or attach brand-specific policy PDFs.
When you assign rules here, they’re marked as Special Terms, meaning the customer’s signature becomes legally binding.
For instance, if a brand doesn’t allow returns, your customer will see that policy clearly before signing.
💡 Note: Only a Super Admin can process returns for orders linked to these special brand terms.
To edit a brand:
Click the Edit (pencil) icon next to the brand name.
Upload your own policy PDF.
Choose whether it applies to the entire brand or specific categories, subcategories, and detail categories.
This allows you to tailor legal terms precisely per brand and product type.
⚙️ Conditions
Finally, open the Conditions tab to view and manage all existing policy conditions tied to specific items.
Example:
An open-box product might require customers to sign a special acknowledgment before completing their purchase.
When this condition is applied:
The system flags the line item as a Special Terms product.
The salesperson sees a prompt in the Totals section to send the policy via text message.
The customer can sign instantly from their phone, and once complete, the order automatically updates to allow payment.
To modify an existing condition:
Expand the dropdown under the Conditions tab.
Click the Edit (pencil) icon.
In the pop-up editor, update text or upload new PDFs.
This ensures your store can dynamically apply the right policies for every unique sale scenario.
🎉 You’re All Set!
You’ve now configured your store’s Terms & Conditions!
From general signatures to brand policies and special item conditions, Appliance.io’s flexible system ensures compliance, clarity, and a seamless customer experience at every checkout.