Understanding Contract

Any quotation that is approved by the client is called a contract. In simple terms, a contract is business that comes from the client.

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Contract Renewal Permissions to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable all the Manage Contract and Manage Copy Contract permission.

Press Ctrl+F and search for all the permissions related to Proposal. Enable them as well.

Click on Save.

Converting to a Contract

Navigate to Left Menu > CRM Sales > Quotations.

Scroll to the right hand side and locate the Book under the Status column. (Book means that the customer has confirmed the pricing that has been given to them). Click on Yes in the confirmation pop up box.

After booking, the quotation goes from the Pending to the Accepted dropdown.

Scroll to the right hand side of the desired quotation and click on Action> Convert to Contract.

In the Contract window, enter the Credit days, Contract Period From and Contract Period To. Enter the name of the Sales Person as well. These are the mandatory fields.

Enter the other non-mandatory fields, if required.

Click on Save.

Select Yes in the confirmation box that appears.

Once Yes is selected, a sales order form will open up which shows the details of the inventory. The desired product details and the sales person details are entered here.

Click on Save.