Creating a sales contract record sheet
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Go to Help Desk > Contracts > Customer contracts > . |
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Under General information, enter the information about the numbering when creating contracts. |
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Specify the type of classification for contracts, families, sub-families and progress to facilitate searches. |
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Set up the status codes: |
- Quotations, Signed and pending: the contract is ready, but cannot yet be billed
- In progress: the status code that must be used to enable billing
- Final notice, On hold, Terminated, Disputed termination, Archived: the contract cannot be billed
To mark a contract as non-billable, you can also use the end dates, the "Contract not billable" checkbox, etc.
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Under Customer, enter the relevant information about the customers. There are three types of customers: |
- Customer on the contract: the main customer linked to the contract, that can be found by default in Akuiteo.
- Customer to bill: the customer that will be displayed on the invoice generated by the contract. In most contracts, the main customer is also the customer to bill.
- Beneficiary customer: the contract can be linked to several customers if the "n beneficiary customer" box is checked. However, this cannot be used to break down a contract billing over multiple customers. Only one invoice will be created for the single customer to bill, but several customers will be referenced to create help desk issues.
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Under the sections for addresses, enter the information about the sites or addresses of the contract's customer. You can also choose a maintenance and billing site, that will be displayed on the invoice generated by the contract. |
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Under Managers, enter information about the relevant managers, i.e. the Salesman / Administrative / Technique managers. |
- This information enables you to categorize contracts in order to easily find them; there are no management rules linked to these values.
- You must have previously defined the use of contract managers.
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Under Project, enter the information about the project if needed. |
Note
Customer contracts can be used with other features in Akuiteo (in addition to billing): maintained products related to IT equipment, help desk and help desk module in the customer portal, suppliers recurring contracts.
Once you enter all this information, you must click on the Billing tab to take the next step.