# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/IZIimage.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Fsmimage.png)

#### **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**.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Z8vimage.png)  
      
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/HlGimage.png)
- #### **Reference**: You can link it to an existing quotation by selecting the **Quotation Number**. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/etLimage.png)
- #### **Important Terms**: Fill in key terms such as **Maximum Sales Amount** and the details in **Terms and Condition**.
- #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ezPimage.png)![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/MMaimage.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/JL9image.png)
- #### **Confirm**: To finalize and send the contract into the approval workflow.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/hx6image.png)
- #### **Cancel**: To cancel the entry. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/n6kimage.png)

### **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.