Adding a product (Contract Management)


 

1. Navigate to the Contract Management screen

2. Search for the customer where you are going to add the product to.

3.Select the customer from the result list.

4. In the Invoice History bar graph, selected the desired invoice. 

5. Click on '+ Click here to add a new product'

6. Fill in the fields that have appeared:

  • Product: Fill in the product name here.
  • Period From: Fill in the date to determine the invoice period the purchase will be added to.
  • Period To: Fill in the end date of the purchase. (Optional)
  • Recurrence: Set to the correct recurrence setting. (Optional)
  • Quantity: Fill in the quantity of the purchase.
  • Unit Price: Fill in a different unit price for this purchase. (Optional)

7. Click on v on the right side to save the purchase.