Upload your terms of trade for sales / quotes and more...

If you have terms of trade that you require on your quotes and invoices, you have the ability to upload these into Zulu.

Upload your terms of trade

1. From the Zulu main menu, go to the 'Setup > Settings' tab
2. Click the tab headed 'Sales'
3. Then within the panel 'Legal / Invoice Settings' you will need to attach your terms and conditions in PDF format, by click the file upload box under the heading 'Terms of trade upload'
4. Scroll to the bottom of the page, and press 'Save

Attaching terms of trade to a Quote

In Zulu, once you have uploaded your terms of trade, these will automatically appear on your quotes going forward as a hyperlink above the 'signature' box area.

Attaching terms of trade to a Sale / Sale Invoice

1. From the Zulu main menu, go to the 'Setup > Settings' tab
2. Click the tab headed 'Sales'
3. Under the panel 'Display & Print settings', you will see a dropdown box labelled 'Terms of Trade' - you can then set the value appropriate to you:
   • Don't attach: Your uploaded terms of trade will not be attached to PDF invoices exported from Zulu
   • Attach: Your uploaded terms of trade will be attached to PDF invoices exported from Zulu

Warning: If you have not uploaded terms of trade in the section 'Upload your terms of trade' - then no terms will attach to a sale / sale invoice - regardless of the setting.