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.
Step 1: Accessing Contracts
Location: Once logged in, locate the "Contracts" option on the left-hand side of the dashboard.
Action: Click on the "Contracts" to proceed.
Step 2: Creating a New Contract
Navigation: In the Contracts dashboard, find and click on the "New Contract" button at the top.
Action: This action opens 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:
Total 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 (Example: 30 days).
Auto-Renewal Option: Check the box 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
Document Upload: Attach relevant documents, such as the signed contract.
Action: Click on the upload button and select the file to attach.
Step 5: Submitting the Contract
Final Action: Review all entered details for accuracy.
Submission: Click on the "Submit" button to finalize the creation of the new contract.