Contract

The Contract feature in Plan A ERP allows you to manage your contracts efficiently. Here are the key functionalities:

1. Add: You can create new contracts by entering details such as subject, project, value, type, status, start date, end date, and contract description. This helps in organizing and tracking your contractual agreements.

2. Edit: If any changes or updates need to be made to a contract, you can easily edit the contract details. This ensures that the contract information remains up-to-date.

3. Delete: If a contract is no longer valid or relevant, you have the option to delete it from the system. This helps in maintaining a clean and organized contract database.

4. View: You can view the details of each contract, including subject, project, value, type, status, start date, end date, and contract description. This allows for quick reference and retrieval of contract information.

5. Attachments: You can upload and attach relevant files or documents to the contract, such as agreements, terms and conditions, or supporting documents. This ensures that all contract-related files are stored in one central location.

6. Comments: The contract feature allows users to add comments or notes related to the contract. This promotes collaboration and communication among team members involved in the contract management process.

7. Notes: You can add additional notes or remarks to the contract for reference or internal use. This helps in documenting important information or updates related to the contract.

8. Contract Detail: You can access a detailed view of the contract, which provides comprehensive information about the terms, conditions, obligations, and deliverables specified in the contract. This helps in understanding the specifics of the contractual agreement.

9. Download: You can download a contract by accessing the contract details and selecting the "Download" option. This will allow you to save the contract file to your local device or computer. You can then use the downloaded file for offline reference or sharing.

10. Send: If you need to send a contract to a recipient, you can use the "Send" option. This feature typically enables you to send the contract via email or other communication channels directly from within the ERP system. You can specify the recipient's email address and include any additional message or instructions.

11. Duplicate: If you want to create a copy of an existing contract, you can use the "Duplicate" feature. This allows you to quickly replicate the contract details, including all associated information and attachments. The duplicated contract will have a new unique identifier but will retain the same content as the original contract.

With these features, the Contract module in Plan A ERP enables you to effectively create, manage, and track your contracts. It helps streamline your contract management process, ensuring that important contract details are readily available and easily accessible.