This guide provides a step-by-step process on how to create and submit a contract in ProcureDesk. Follow these instructions after logging into the system.
Prerequisites
You have the necessary permissions to create and submit contracts.
Step-by-Step Process
Step 1: Accessing Contracts
After logging in, find the "Contracts" option on the left-hand side of the dashboard.
Click on "Contracts" to proceed.
Step 2: Creating a New Contract
In the Contracts dashboard, click on the "New Contract" button at the top.
This will open a form to fill in contract details.
Step 3: Filling Out Contract Details
Contract Information:
Contract Number: Enter the unique number assigned to the contract.
Contract Name: Provide a descriptive name for the contract.
Contract Type: Specify the type of contract from the available options.
Financial Details:
Amount: Enter the total monetary value of the contract.
Supplier Information:
Supplier Selection: Select a supplier from the list.
Supplier Contact: Enter the name of the contact person for the supplier.
Contact Email: Provide the email address of the supplier contact.
Contract Specifications:
Effective Date: Set the start date of the contract.
Contract Duration: Define the term, like 1 year, and select the expiration date.
Termination Notice: Specify the notice period required for termination (e.g., 30 days).
Auto-Renewal Option: Turn on the toggle, if the contract is subject to auto-renewal.
Notifications:
Email for Notifications: Enter an email address where you will receive notifications about the contract, especially concerning renewal dates.
Step 4: Uploading Supporting Documents
Attach relevant documents, such as the signed contract.
Click on the Upload Document button and select the file to attach.
Step 5: Submitting the Contract
Review all entered details for accuracy.
Click on the "Submit" button to finalize the creation of the new contract.
FAQs
Can I edit a contract after submitting it?
Yes, you can only edit a contract after it is approved or live.