SDX Help
Back Office > Contracts And Transfers > General Tab > Contract Finder by Document |
Contract Finder by Document can be accessed through the Back Office Menu-> Contracts and Transfers.
Contract Finder by Customer and Contract Finder by Document can also be accessed directly from the Sell Menu.
Contract Finder by Document Screen (click image to enlarge). |
All contracts are shown by Document number and are not organized by customer. Shipments can be added to existing contracts, and contracts can be edited from this screen.
The left side of the screen allows you to search through your contracts by document number and set search criteria to include Finished contracts and Voided contracts in your results, as well as include results for specific yards, all yards or only the home yard, and set filters by: Contract, Invoice, Shipment, Packing List or Inventory Tag.
Button | Description |
This is the tile for a specific contract with this customer. On the right side of the tile is a button, that, when clicked, will expand to show you the edit/add shipment options for this contract. These buttons also exist as Action Item buttons . |
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Edit an existing contract with this customer. | |
Add a shipment to an existing contract. | |
Close the Contract Finder. This button will return you to the Back Office Menu. |