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Motadata Docs

Creating a Contract

You can create a new contract directly into the system when you are logged in. To create a Contract,

  1. Navigate to the Contracts page and click the Create Contract button on the top-right corner of the page. The following page appears.
Create Contract Button
Create Contract Button
Creating a Contract
Creating a Contract
  1. Enter the following details:
    • Name: Enter the name of the contract.
    • Contract Number: Enter the number of the contract.
    • Contract Type: Select the type of contract from the dropdown. The default options are: Lease, Warranty, Maintenance, and Support. To configure additional contract types, click here.
    • Parent Contract: Select the contract which you want to associate as a parent contract from the dropdown. The dropdown displays all the contracts available on the Contract List View page. Once a contract is assigned as a parent, its children contracts will be available in the Child Contracts tab of the Contract Details Page.
    • Vendor: Select the vendor with whom the contract is to be created. You can also add a vendor if not available in the list.
    • Contract Start Date: Select the date from which the contract will start.
    • Contract End Date: Select the date till which the contract will end.
    • Cost (USD): Enter the cost of the contract.
    • Department: Select the department.
    • Owner: Select the owner of the contract.
    • Description: Enter the description of the contract.
  2. Once done, click Create and a confirmation message appears.

Adding a Vendor

To add a vendor,

  1. On the Create Contract page, click the Add Vendor link, and the following page appears.
Add Vendor Link
Add Vendor Link
Adding a Vendor
Adding a Vendor
  1. Enter the following details:
    • Name: Enter the name of the vendor.
    • Email: Enter the Email Address of the vendor.
    • Contact Person Name: Enter the contact person name.
    • Contact No.: Enter the phone number of the contact person.
    • Description: Enter the description of the vendor.
    • Address: Enter the street, landmark, city, pincode, state, and country.
  2. Once done, click Save, and the vendor gets created. You can then select it from the dropdown list.

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