Editing the Terms and Conditions of a Deal

Prerequisites

To edit the terms and conditions of a deal you should have:

  • Terms and conditions associated with the deal

Procedure

To edit the terms and conditions of a deal:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. Click the Deal Terms and Conditions link at the top right corner of the Deal Information zone.
    The Terms and Conditions screen appears.
  3. Ensure that the Terms and Conditions Section section is expanded in the Terms and Conditions screen.
  4. Click the Edit (The Edit Icon) icon corresponding to the terms and conditions which you want to edit.
    The Terms and Conditions window appears. It contains the following fields:
    Field Name Field Description
    Terms and Conditions Indicates the terms and conditions associated with the deal.
    Description Displays the description of the terms and conditions.
    Attached File Name Indicates the terms and conditions document name.
    Terms and Conditions Text Displays the terms and conditions.
  5. Click Edit.
    The Terms and Conditions Text field is enabled.
  6. Modify the required information from the terms and conditions in the Terms and Conditions Text field.
  7. Click Save.
    The changes made to the terms and conditions are saved.
    Note: You can edit the terms and conditions of a deal until the deal is in the Customer Accepted or Rejected status.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Search Deal zone Search Deal
Deal Dashboard screen Deal Dashboard
Deal Information zone Deal Information
Terms and Conditions screen Terms and Conditions