SDX Help
Back Office > Contracts And Transfers > General Tab > 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.
Dynamic Image |
images/ContractFinderByCustomer_thumb.PNG
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). |
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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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. |