How to Add Special Instructions to an Exchange Agreement
When creating an exchange sale in InfoTrader, you have the option to include additional details or conditions on the Exchange Agreement PDF that will be sent to your customer. Here's how to do it:
Step 1: Enter Special Instructions at Sale Creation
At the bottom of the Sales Order form, you’ll find a field labeled “Special Instructions to be (inc on exchange agreement).”
Use this field to enter any custom terms, notes, or instructions you'd like to appear on the Exchange Agreement. This could include return conditions, shipping requirements, or any other relevant details for the transaction.
Step 2: Update Instructions After Creation of Sale (if needed)
If you need to make changes after the sale has been created:
Open the Sales Order.
Click into the specific part number line item for the exchange part.
Add or modify the text in the Special Instructions field.
These changes will update the content that appears on the Exchange Agreement.
Step 3: Send or Download the Exchange Agreement
Once your instructions are finalized:
Click the three dots (•••) menu on the Part Number Line Item of the Sales Order to access the same Send or Download Exchange Agreement option
This allows you to ensure all important notes are clearly communicated and documented as part of the transaction.
Have more questions? Email us at Helpdesk@infotrader.com