To assign a new vendor policy to an institution (shipping policy / payment terms / quote validity period), you should first create it by following the steps on Add a new vendor policy
To assign the new vendor policy to an institution, or to edit a previously assigned vendor policy, go to Assign or edit vendor policy.
Add a new vendor policy
1) Go to Catalog > Vendor policies.
2) Click Add shipping policy / payment terms / quote validity period.
3) Fill in the name and description of your policy.
⚠ Note: Please see the examples at the end of this article to help you write your conditions. This will allow users to easily understand your policies.
Assign or edit vendor policy
1) Go Catalog > Institutional settings to apply the desired policies to the respective institution.
2) Click the "Actions" menu on the right of the institution line and click Assign institutional settings.
3) Select the desired policy in the respective dropdown and click Submit.
⚠ Note:
Examples of shipping policies:
- Shipping is free for all orders.
- The values above do not include taxes.
- Shipping costs 10 € for orders under 500 €.
- Shipping is free for orders above 500 €.
- The values above do not include taxes.
- Shipping is free for orders above 500 €.
- Shipping costs 15 € if dry ice is required.
- Shipping costs 20€ if products are classified as dangerous.
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The values above do not include taxes.
Examples of payment terms:
- 30 days from the date of invoice.
- 60 days from the date of invoice.
Examples of quote validity period:
- 66 days.
- Until 31st January 2026.