Create a new contract?

1. To add a contract, open the contract menu and click on the first option: “Contracts.”

2. Click on “Create new contract” to create a new contract.

3. You will see a new screen with three tabssteps: Contract Information , > Duration , and > Reminder. This wizard guide you through the process of creating a new contract.

4. In the “Contract information” tabstep, we need to provide information in the following fields. The fields marked with an * are mandatory. After filling in the necessary information press “Next step” to go to the next tab.

Hover over the field for a couple of seconds to view the help text.

4. This tab 5. The “Duration” step is about the duration of the contract. After entering the necessary details, press “Next step” to continue.

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 56. The last tab step before finalizing the contract is “Reminder.”
Press “Reminder” step. Once these field are filled in, click on “Registration done” to finish the contract if everything is filled.

How to open an (existing) contract?

To open a contract, press “Contracts” in the Contracts menu.

Enter your query in the search bar or leave it empty (for all results), and press “Search.” You will see the results in the include beneath the search bar. Click on the contract you want to open to open it.

Contract view

You will see a screen with seven different tabs when a contract item is opened.

The tab “General.”

In the “General tab,” you will find general information about the contract. It`s the same information you entered while creating the contract. You can change/add/update information on this screen.

The tab “Contract Items.”

Here you will see the following fields:

At the bottom in the include, you can see the active, historical, and future contract items. You can change the view by clicking on the tabs. Below the row of tabs, you can see a list of active contract items and buttons to add different kinds; generic items, assets, areas, and properties.

Let`s add a generic item to the contract. Press “Add generic item.”

Now you can fill in the details of the new contract item. You can add a description, the quantity, the price, the period, etc. These values are going to be a part of the total contract. In this example, we added a rental fee for a printer.

The tab “Period Schemes.”

You can create “Period Schemes” on this tab,  which the contract will follow. The first period is created automatically. The next ones can be made through a scheme if it differs from the previous one.

The tab “Invoicing.”

This tab shows every field/info that is necessary for an invoice. Decide from which date you will invoice the current contract and the payment cycle.

For more details about invoices and invoice runs, see the following article: link to article invoice runs

The tab “Indexing.”

This tab shows all the info needed to raise the price. Decide from which date indexing is allowed.

For more info regarding indexation, see this article.

The tab “Notifications

On this tab, you can create.” notifications regarding contract renewals.

The tab “Documents.”

Here you can find all the relevant documents for this contract, and you can add new ones.

The tab  “Details.”

Here you can find a summary of the different contract details.

• You can now create contract

• You are able to view and update contract details