How to Add Vendor Terms and Conditions to Orders
Add your default vendor and subcontractor terms and conditions once in Estimating settings, and they are attached to all of your vendor orders.
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Vendor management
- Vendor Management overview: from bid request to paid
- Add vendors and request their documents
- Managing Subcontractors and Vendors in Bolster
- Send a bid request (RFQ) to your vendors
- Award a bid and create a purchase order
- Track your vendor orders
- Review and pay a vendor bill
- How vendor costs show up in your job budget
Purchase orders
Overview
The easiest way to add terms and conditions to your vendor orders is to set them as a default in your company settings. Once saved, they are attached to every vendor order you send out.
Set Default Terms and Conditions for Vendor Orders
- In the bottom left corner of the left-hand menu, click Settings (the gear icon).
- Click Estimating settings.
- Scroll down near the bottom, past the profit margin defaults and your company-wide terms and conditions. The company-wide terms and conditions are the ones sent on your quotes to clients.
- Under Vendor/sub settings, find Default terms & conditions and enter the terms and conditions you send to your subs and vendors.
- Click Save changes.
Your terms and conditions are now attached to your vendor orders.
Summary
Go to Settings > Estimating settings, scroll near the bottom to Vendor/sub settings, enter your terms under Default terms & conditions and save. They are then attached to all of your vendor orders.
Related guides
- How to Add Company Terms and ConditionsVideoCompany Setup · Company settings
- How to Create an Itemized Purchase Order (PO) for a ProjectVideoVendors & Purchasing · Purchase orders
- How to Create and Send a Lump-Sum Purchase Order (PO)VideoVendors & Purchasing · Purchase orders
- Managing Subcontractors and Vendors in BolsterVideoVendors & Purchasing · Vendor management
- Change Profit Margin by Item, Assembly, or ProjectVideoEstimating · Pricing & markup
