Sales Contract

Module Guide: Sales Contract

Module Location

Sales > Sales Contract > Sales Contract

Module Objective

The Sales Contract module is used to create, manage, and track long-term sales agreement documents with customers. Unlike single transactions, this contract defines the agreed-upon terms, products, and prices that will apply to all sales orders during the contract period.

1. Main View (Contract List)

The main page of this module displays a list of all Sales Contract documents that have been created.

View Explanation & Filters

This page is for viewing and managing all existing sales contracts.

• Filters: You can search for a specific contract by Contract Number, Item Category, Status, or a date range (Date From / Date To).

• Contract List: The table below will display all contracts that match the filters, with columns such as Contract Number, Customer Name, Contract Start Date, End Date, and Approval Status.

Button Functions

• New: The primary button to create a new Sales Contract.

• Print: To print the details of a selected contract.

• Change Status: To change the status of a selected contract.

• FBill Reminder: Likely functions to send a billing reminder related to the contract.

2. Steps to Create a Sales Contract

Step 1: Create a New Contract

From the Main View, click the New button to open the Add Sales Contract form.

Step 2: Fill in Contract Header Information

On the form that appears, fill in the general information and terms of the contract:

• Basic Information: Select the Customer, and fill in important dates such as Sales Contract Date, Contract Start Date, and End Date.
  
  
  

• Reference: You can link it to an existing quotation by selecting the Quotation Number.

• Important Terms: Fill in key terms such as Maximum Sales Amount and the details in Terms and Condition.

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Step 3: Detail the Contract Items and Prices

In the detail table at the bottom, list all the products included in the contract:

1. Fill in the Item Code and Qty (Quantity) as agreed.

2. Fill in the Unit Price and Discount (%) that have been agreed upon and will remain fixed for the duration of the contract.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

• Save: To save the contract as a draft.

• Confirm: To finalize and send the contract into the approval workflow.
  

• Cancel: To cancel the entry.

Tips & Important Notes

• An active Sales Contract will become the reference for prices and terms for Sales Orders created for that customer during the contract period.

• Use the Maximum Sales Amount field to control that the total sales under this contract do not exceed the agreed-upon value.

• A document that has been Confirmed will likely go to a Sales Contract Inbox for an approval process by management.