Understanding Customer Contract

A customer contract is a legal agreement between a business (seller )and a customer outlining terms like goods or services provided, payment terms, responsibilities, and dispute resolution. It’s a written record to prevent misunderstandings and protect both parties legally.

Permissions for Creating a New Customer Contract

To Create, Copy, or edit the Customer Contract, you must have super admin privileges or the necessary permissions.

To initiate the Permissions, 

Navigate to left menu > Settings > Users and Roles

Search user or group to whom you want to give the permission.

Click on the Action icon against the user or group and select Edit.

Go to permissions and allow permission for :

Manage Proposal List

Create Proposal      

Edit Proposal

View Proposal

View Self created Proposal

Manage contract

Manage Self created Contract

Click on Save.

Customer Contract Convert to Contract From Quotation

Customer  contract is created after the Quotation is accepted by the customer.

Navigate to Left Menu > Sales > Quotation.

You will land on the Quotation Listing page.

Locate the Customer Quotation number in the Quotation list on Pending Tab.

Click on the Book  button on the Right.

This Quotation will now Auto direct to the Accepted tab of Quotation.

In the Accepted  Tab, locate the Customer Quotation number.

Click on the Convert to contract option from the Action dropdown menu. Alternatively, you can Right Click on the Quotation that you want to Convert to contract and select the option.

Enter the Credit days.

Contract period start and end dates.

Enter any other fields wherever necessary, and click Save.

Quotation will be converted into contract and will reflect in contracted tab of Quotation.

View Customer Contract

Navigate to Left Menu > Sales > Quotation.

You will land on the Quotation Listing page.

Click on the Contracted Tab 

Locate the Customer Contract number in the Quotation List and click on the same to view the contract.

Updating Customer Contract

Navigate to Left Menu > Sales > Quotation.

You will land in the Quotation Listing page.

Click on Contracted Tab

Locate the Customer Contract number in the Quotation and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Customer Contract that you want to Edit and  select update Contract.  

Make the necessary changes to the Quotation details.

Save the updated information.

Deleting Customer Contract

You cannot delete the Contracted Customer Contract.