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Contract Finder by Customer

Contract Finder by Customer is 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.

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Contract Finder by Customer Screen (click image to enlarge).

All customers with contracts are shown. To view all contracts associated with a customer, click on that customers name.

All contracts belonging to a single customer (click image to enlarge).

All contracts belonging to a single customer (click image to enlarge).

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

This button will return you to the Contract Finder by Customer main screen, where you can select other customers whose contracts you wish to view or edit.
Add a new contract with this customer.
Edit an existing contract with this customer.
Duplicate selected 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.

 

See Also

 

 


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