Sales

Customers - Contracts

The Contracts for Customer screen lists all the Contract information linked to a specific Customer and is a view only screen. The Contract Number and Contract Type as well as the Currency, Start Date and End Date can be viewed here.

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site where the customer can be located.
    • The example has Durban selected.
  3. Select the Status for the customer.
    • The example has Active Durban selected.
  4. Select the row of the Customer you wish to view the Contract information for.
  5. Click on the Contracts tile.

  1. The Contracts for Customer - [customer code] screen will be displayed.

    You can only view the contracts linked to this customer in this screen.

  1. The current contract Fees and Info frames containing contract fee history are pinned to the Contracts for Customer screen, for your convenience.
    • Unpin to hide the Fees and/or Info frames.

  1. Although you cannot edit the details in this screen, you can use the Save Layout button to keep your changes, for example, any data grid changes or pinning / unpinning frames.
  2. Click on Back to return to the Customer Listing Screen.