Detail

In this section, you can view and manage all essential details related to your contracts, including:

Contract General Details

• Overview: Access a summary of the contract, including key terms, start and expiration dates, and remaining days.

• Status: Check the current status of the contract, such as Active or Closed.

• Download Contract: Access and download the contract document.

  • Click on Download Contract button in the detail card.

Customer Details

• Information: View detailed information about the customer involved in the contract, including name, trade license, contact information, nationality, and any relevant notes.

Office Details

• Location: Review the specifics of the office or cabin associated with the contract, including related equipment details.

  • You can edit the office selection by clicking on the Pencil icon.
  • Add the information and click on the Add button.
  • After selecting the offices, click on the Update button.

General Info

• Here you can get the Payment and Reports details. You can also add Additional Notes here.

Payment Terms

• Here you can see all your terms, and you can also add, edit, and download your terms. Additionally, you can add Partial Payments for a single term.

• Partial payments:

  • To add a partial payment, open the options menu (three dots) for the term with a status of 'unPaid' and click on 'Add Payment.'

  • Add the information and click on the Add button.

  • You can also download your partial payment by clicking on Download.

Attachments

• You can add multiple attachments to one contract just by clicking on the Attachment field.

• You can also download your attachments by clicking on the DownArrow and delete them by clicking on the Trash icon.

Closed Contract

• By closing a contract, the offices occupied by that contract will become available. After closing, you will be able to select and use these offices again.

  • Click on the Gear icon.

  • Click on Mark as Closed.