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How to add Terms and Conditions?

Terms & Conditions in Helix allow clinics to define standard purchasing clauses that can be reused across procurement workflows. These clauses are typically applied during purchasing to document commercial, legal, or operational conditions agreed with suppliers.

🧾 Purchasing Master — Terms & Conditions

Terms & Conditions (T&Cs) allow you to define standard purchasing clauses that can be applied during procurement. These are typically used for:

  • Supplier agreements

  • Purchase documentation

  • Legal and commercial clarity during buying

Multiple versions can be maintained for different branches or supplier contexts.

📍 Where to Configure

Control Panel → Inventory → Terms & Conditions

➕ How to Add Terms & Conditions

Steps

  1. Go to Control Panel → Inventory → Terms & Conditions

  2. Click + Add Terms

  3. Select the applicable Branch(es)

  4. Enter a T&C Name

  5. Click Add Items

  6. Draft the clauses in the free-text editor

  7. Click Submit

📋 What Happens Next

  • The Terms & Conditions appear as list view while creating Purchase Orders

  • You can:

    • Maintain multiple versions

    • Create branch-specific T&Cs

    • Edit or add new versions when required

    • Delete any if required