Follow the steps below to create a new contract:
Access the Contracts Module
After logging in, navigate to the sidebar menu.
Click on "Contracts" to open the contracts management page.
Create a New Contract
Click “New” to begin adding a new contract.
Enter Basic Contract Information
In the Name field, enter a clear and descriptive title for the contract.
Attach Supporting Documents
Under the Documents section, upload any files relevant to the contract (e.g., signed agreements, service terms, technical annexes).
Fill Out the General Info Tab
Enter the key details of the contract, including:
Description – Briefly explain what the contract covers.
Type – Select whether it’s a Client or Service Provider contract.
Status – Set the current state of the contract (e.g., Active, Draft, Expired).
Contract Number – Use a standardized ID for internal tracking.
Cost Center – Link the contract to a specific cost center for financial reporting.
Amount – Enter the total monetary value of the contract.
Frequency – Specify if it's One-time, Monthly, Yearly, etc.
Responsible Organization – Department or unit managing the contract.
Responsible Person – Main point of contact.
Client Company – The business partner involved in the agreement.
Termination Notice Period – Number of days required for early termination.
Payment Due – Define payment terms (e.g., 30 days after invoice).
Warranty Start Date – Date warranty coverage begins.
Warranty Period – Warranty duration in months.
Contract Items Restriction – Optionally check the box to limit work orders and invoices to only items (services, norms, labor, parts) defined in the contract.
Add Related Contract Elements
Use the additional tabs to enrich your contract with relevant items:
Services – Define service types included in the contract.
Sets – Add norms if applicable.
Labours – Assign labor roles or rates tied to the contract.
Parts – Link spare parts used under this contract.
Assets – Tag any equipment or assets covered.
Include SLA (Service Level Agreement)
Under the SLA tab, add any associated SLAs to define response and resolution times, working hours, and escalation terms.
Save the Contract
Once all information is complete, click “Save”.
The contract will now be available for tracking, linking to work orders, and reporting.
