Chapter 11. Client's contracts history

Table of Contents

11.1. Contract list
11.2. Contract details
11.3. Edit contract

The "Client details" page presents both the client's current situation (latest visits, latest offers and contracts) and the client's history (all offers, all orders, all contracts, etc).

In the "Contracts" section, you have direct access to the client's latest contract and the complete list of old contracts (the "All contracts" button).

In the same page, use the "Add contract" button to register a new contract with the client.

11.1. Contract list

When consulting the client's history, the system displays the complete list of contracts, with direct link to the details and edit pages.

Acces

Clients -> Search client -> Client details -> Latest contract

Clients -> Search client -> Client details -> All signed contracts

For each contract in the list, the system shows:

the number, date and title
the contract's status - the contract's possible states: in progress, closed.
link to the complete details page
link to the products listdin contract
link to the editpage

11.2. Contract details

The details page of an older contract can be accessed using the "details" button in the contracts list.

	Acces
	Clients -> Search client -> Client details -> All signed contracts -> details

The page contains the contract's information (number, status, period, type, value, exchange rate) and the additional documents.

Secondary menu:

Edit - to modify the contract's details
Product list - to consult the list of products in the contract
Print version - to generate the addendum in print version (excel)
Back to contracts - to return to the client's list of contracts
Back to client - to return to the client's details page.

11.3. Edit contract

You can edit a registered contract using the "Edit" button, in a contract's details page or in a contract list, generated from a client's details page or from the contracts general page.

Acces

Clients -> Search client -> Client details -> All signed contracts -> edit

Contracts -> Search contracts -> edit

This page allows you to modify the details of a contract. Besides the fields in the "Add contract" page, a new status field shows the contract's current state. The status of a contract is automatically updated with the contract's evolution: initiated, signed by issuer, in progress, canceled, suspended for nonpayment, closed.

In the "Additional documents" section you can register in the database any document related to the contract and it's details: number, dates, value, observations.

After modifying and saving the information, the system displays the contract's details page, with the new changes. Next, the product list can be modified.

	Acces
	Clients -> Search client -> Client details -> All contracts -> Product list -> Edit


		Chapter 12. Add contract