Contract Agreements

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Introduction

The Contract Agreement feature in the purchasing section allows you to create and manage recurring purchases from a supplier. This type of agreement is useful when you have a long-term relationship with a supplier and need to regularly order the same goods or services.

Adding a Contract Agreement

To add a contract agreement, follow these steps:

  1. Navigate to the project you wish to add a contract agreement to.
  2. Go to the ‘Purchases’ tab
  3. Click ‘Add Contract Agreement’
  4. Fill the form and click save

Please note, when adding a frequency to a contract agreement, this will not automatically create a purchase at that time interval. This is more so to let people know approximately when the next purchase will occur.

Adding a Purchase to a Contract Agreement

To add a purchase to a contract agreement, follow these steps.

  1. Navigate to the contract agreement you want to add a purchase to
  2. Click the ‘Add Purchase’ tab
  3. Fill the form and click ‘Save’.

The purchase will then be required to be approved by the manager of the contract agreement’s project.

Archiving a Contract Agreement

You are also able to archive a contract agreement. This will make it so that you are no longer able to add purchases to the agreement. To archive, navigate to the agreement you would like to archive and click ‘Archive’ on the right hand side.

You will need to provide a reason for archiving an agreement.

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