How To: Add an Order Agreement to an Order
On the Options, Discounts & Fees tab of an Order Form, you can manually select an Order Agreement that the Customer can sign. It is important to note that this field is impacted by the options configured in Legal Settings and Order Settings.
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If you have selected a Default Order Agreement, this field will already be populated with the selected Order Agreement. However, you can change the Order Agreement to any Agreement already created in Legal Settings without impacting the Default Agreement on other Orders.
To change the Order Agreement…
- Click the dropdown arrow in Order Agreement.
- Select a new Order Agreement.
Additionally, you can change whether the signed Order Agreement is mandatory prior to converting the order to a Reservation. This is impacted by the settings configured in Order Settings, but you can manually change it in individual Orders. To disable/enable the Signed Agreement, check or uncheck the box next to Signed Agreement is required to make a Reservation.
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