Business Manager - http://www.buglerock.com

14.1. New Contract

Contact

Party involved.

Industry

Industry - Contract association.

Internal Reference

Your internal reference number for the contract.

Customer reference

Customer's reference number for the contract. Example: Purchase Order Number.

Owner

Employee who plays the role of 'Contract Owner'. This is mandatory for accountability purposes.

Value

Contract worth. Example: 2,500 ($2,500). .

Default Location

Location where this contract is executed. Example: Place where you commissioned the equipment.

Documents (Click On 'Documents' Tab)

List of documents attached to this Contract. Ex: Detailed Contractual Terms/ Agreement.

Right click on the grid to attach a document.

To remove an attachment, select a row and right click.

1 (Click On 'Visit Schedule' Tab)

Right click to add or delete a visit schedule. Click 'New -> Visit Type' menu to create a Visit Type.

[Note] Note

Visit Schedule is Visit Commitment your organization makes against a contract. To record an actual Visit made, Click 'New -> Visit' menu.