Contracts

Using Contracts form you can view, add, modify or delete contracts of a particular customer or Business Unit.  

View Contracts

To view Contracts of a particular customer or Unit, select the customer name in the tree view of Customer Manager form and navigate to toolbar menu Other -> Contracts. See sample figure here

When you click on the menu Contracts the window as below is displayed, where you can see all the contracts of the selected customer.  

Create Contracts

To create contracts for a particular customer you selected do the following in the grid view:

1. Contract Title : Select the contract Title from the drop-down list within the contract title column in the grid. See the figure below
   
   
   
   If the Contract Title isn't available you can add new one by clicking on next to drop-down list, enter it in the window that is displayed. More...

2. Contract Number : Enter the contract number, if available

3. Start Date : Select the starting date of contract by navigating the calendar

4. End Date : Select the Ending date of contract by navigating the calendar.
   
   Note: By default the End date is automatically set to one year ahead. However you can change date to your desired one.

5. Notes : Enter any notes related to the contract

6. Status : Choose from one of the following two options available.

• Active :  Choose this if the contract is active

• Inactive Choose this option if the contract expired or no longer active.