Creating A New Sales Contract

There are two ways of creating a new Sales Contract. You can:

• Create a new blank Sales Contract - see below. Or:

• Duplicate an existing Sales document (e.g. Sales Order, Sales Contract, Credit Note or another Quote) as a Sales Contract. The method is the same as when Duplicating A Sales Order.

Creating A New Blank Sales Contract

To create a new Sales Contract, use one of the following methods:

Understanding The Sales Contract

A blank Sales Contract opens in a new tab - New Sales Contract - on your desktop:

The main section now visible is the Header area, in which you will need to enter the Customer and other details. See Entering Sales Contract Header Details.

Once you have entered Header details the Product Lines section is enabled, where you may enter the products the Customer requires. See Entering Sales Contract Product Lines.

Note: The Properties section - to the right - displays additional details relating to the Document (i.e. Sales Contract), Customer and Product - see Understanding The Properties Area. In the Document section there are fields you may wish to review/edit before Completing and printing the Sales Contract.

About The Tabs Within The Sales Contract

Within the Sales Contract are a series of tabs. The main tab - Sales Contract - is active by default. Here you will add the Header and Line details.

Further tabs display at an appropriate point in the document's progress and provide additional options. This includes:

• Diary

• Notes

• Supplier

• Documentation

• User Defined Fields

For details see Additional Sales Document Tabs.

The Tracking tab displays only when the Sales Contract has been Completed. Click the Tracking tab to view documents associated with the current document.

Entering Information On The New Sales Contract

You must now:

• Enter Sales Contract header details - to define the Customer and other important details;

• Enter Sales Contract Product line details - to specify the Products the Customer requires; then

• Complete and print the Sales Contract.

• At some point after the Sales Contract has been Completed you will need to raise a Sales Order for the goods the Customer is ordering against the Sales Contract. See Adding Product Lines From A Sales Contract To A Sales Order.

NEXT: Entering Sales Contract Header Details