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Creating Disclaimers in Sales/Service Orders

Updated over 3 weeks ago

In this video, we explain how to add disclaimers to sales and service orders. We show where to find, enter, and print both short and long disclaimers. Pay attention to the different types of disclaimers we can include and how easy it is to input your store's policies.

Managing Disclaimers on Sales and Service Orders

Key Steps

  1. Access the point of sale settings and navigate to the printing tab.

  2. Enter the full disclaimer text in the designated field for sales orders and another field for service orders.

  3. Utilize the formatting options to customize the text of the disclaimers.

  4. Consider using short disclaimers for brief information like terms and conditions, thank you notes, or checklists.

  5. Choose the printout style (standard, compact, landscape, or large) and determine where the disclaimer should be printed (last page, every other page, or no disclaimer).

Cautionary Notes

  • Full disclaimers should be used for detailed policies and information, while short disclaimers are more suitable for concise content.

  • Be mindful of the content limitations of short disclaimers compared to full disclaimers.

  • Ensure that the disclaimer content complies with company policies and legal requirements.

Tips for Efficiency

  • Keep the disclaimer content clear, concise, and relevant to avoid overwhelming customers with unnecessary information.

  • Regularly review and update the disclaimers to reflect any changes in policies or terms.

  • Test the printing settings to ensure that the disclaimers are appearing correctly on sales and service orders.

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