Video tutorial
Tutorial content:
- Example of contract creation
In this video we will show you how to create an contract. In the upper gray bar, click on the module STORE, where you will open the previously created offer on the All active contracts page. In the form, click on the Quotation items tab, check the created Quotation items, and then copy them to the contract items. To do this, click on the Copy to contract button. We are now asked if we really want to copy all items of this quotation to the items of contract from selected option no. 1. Click on the OK button. On the Contract items tab, we can now see that our items have been copied to the Contract items table. Of course, nothing prevents us from adding more items, or editing or deleting part of the copied items. The order creation procedure is identical to the item creation procedure in the case of a quotation. After clicking on the General tab, we see that our quotation status has changed to Contract. Finally, click on the Save button. In the table All active contracts we now see that our quotation has changed to contract.