- Step 2: The system will display a screen to enter contract information -> Enter necessary data -> Then click Save to save the operation and move to step 3
* Explanation:
o If the Trash field is selected, the generated contract will
display the status as Trash and cannot be used for charting. At the same time,
the customer will not see the contract with a Trash status.
o If the Hide from customer field is selected, the contract
created will not be displayed in the Contracts menu of the Client Portal
o The Customer field is used to select the customer name. This
field data is taken from the Customers menu screen
o The Subject field is used to enter a title for the contract
o The Contract Value field is used to enter the value of the
contract
o The Contract type field is used to select the contract type.
The data in this field is taken from the Contract Type screen in the Contracts
menu of Setup. Select the function
o The Order field is used to select the order slip related to
the contract. This field data is taken from the Orders screen set up in item 3
and only takes orders with a status other than Draft and Canceled.
o The Start Date and End Date fields are used to select the start
date and expiration date of the contract
o The Contract description field is used to enter a
description for the contract
* Explanation:
o The Contract tab is used to design a contract template, through the Available merge fields function to select the fields that get data from the system to display. If the contract is not hidden from the customer, the customer can see the data of this tab
o
The Appendix tab will
display a list of appendices under the corresponding contract. The data is
taken from the Appendix screen of Section 5. If the contract is not hidden from
the customer, the data of this tab can be seen by the customer.
o
The Attachment tab is
used to attach files related to the contract. Customers can't see the data of
this tab
o
The Comments tab is
used to write comments for the contract. Customers can see the data of this
tab, and can also conduct discussions with the admin about the contract through
the Comment function.
o
The Contract Renewal
History tab is used to limit the duration and value of the contract. Customers
can't see the data of this tab
Sign function is used to sign the contract
1.3. Sign the contract
* Note:
- Step 2: The system will display a screen
containing previously designed contract information -> Proceed to select the
Sign function in the screen
- Step 3: The system will display the Signature & Confirmation of identity screen -> Enter the necessary information and sign in the Signature area -> Select the Sign function to save the action performed
* Note: After renewing the contract,
the value of the contract will change according to the value entered at the
time of renewal and at the same time the system will record the renewal data
* Explanation:
o If the Trash field is checked, the addendum created will
show the status as Trash. At the same time, the customer will not see an
addendum with a Trash status.
o If the Hide from customer field is selected, the customer
will not see the addendum created in his contract
o The Subject field is used to enter the title for the
appendix
o The Contract field is used to select the contract you want
to assign the appendix to. This field data is taken from the Contracts screen
of item 4
o The Start Date field is used to select the start date of the appendix
* Explanation:
o
The Appendix tab is
used to design the appendix template, through the Available merge fields
function to select the fields to get data from the system to display.
o
The Attachment tab is
used to attach files related to the appendix. Customers can't see the data of
this tab
2.2. Edit appendix
- Step 1: Select Edit function corresponding to the appendix line to edit information
- Step 2: The system will display the corresponding information function screen of the appendix -> Proceed to edit data -> Then click Save to save the operation
