Difference between revisions of "Contract Module"
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= Introduction = | = Introduction = | ||
This module helps in managing the important contracts and subscription of important services. This module provides the users with an effective opportunity of managing their business proposals with utmost security and professionalism. | ''A business is certainly associated with management of different types of business contracts. A contract helps in managing the business relationship that the organisation has with its customers, prospects and vendors.'' This module helps in managing the important contracts and subscription of important services. This module provides the users with an effective opportunity of managing their business proposals with utmost security and professionalism. | ||
= Installation = | = Installation = | ||
There is no need of installing this module, as it is already included within Tactic services. | There is no need of installing this module, as it is already included within Tactic services. | ||
= Setup = | = Setup = | ||
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. | For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way. | ||
= Creation of a contract = | = Creation of a contract = | ||
Creation of a contract can be done directly from the Proposal section, which easily creates a professional contract with only one click form the '''Commercial Proposal''' menu. all the important information related to the proposal need to be filled accordingly. The users can also add notes to the contracts. | Creation of a contract can be done directly from the Proposal section, which easily creates a professional contract with only one click form the '''Commercial Proposal''' menu. all the important information related to the proposal need to be filled accordingly. The users can also add notes to the contracts. | ||
[[File:Contract_1.PNG|center|link=]] | |||
[[File:Contract_2.PNG|center|link=]] | |||
[[File:Contract_3.PNG|center|link=]] | |||
If there is any ticket related to a specific contract, then the contract link can be added to the ticket as well. | |||
The users can also create contract from invoices | |||
Latest revision as of 08:50, 21 November 2022
Introduction
A business is certainly associated with management of different types of business contracts. A contract helps in managing the business relationship that the organisation has with its customers, prospects and vendors. This module helps in managing the important contracts and subscription of important services. This module provides the users with an effective opportunity of managing their business proposals with utmost security and professionalism.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.
Creation of a contract
Creation of a contract can be done directly from the Proposal section, which easily creates a professional contract with only one click form the Commercial Proposal menu. all the important information related to the proposal need to be filled accordingly. The users can also add notes to the contracts.
If there is any ticket related to a specific contract, then the contract link can be added to the ticket as well.
The users can also create contract from invoices
