TO Contracts - Copy and Archive

Modified on: Thu, 7 Nov, 2024 at 2:05 PM

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Copy contracts

You have the option to copy the conditions of your contract and create another one very quickly. This could be due to creating a contract with the same company for the new season or creating a contract for another company that has the same/similar conditions. At the bottom of the page, use the 'Save as copy' button which will open a window in which you can enter the new contract name and select the company.

Important: Only 'Conditions' are getting copied. 'Rates' are not being copied. Once you have created the new contact, edit it to create the new 'Rates'.

Contract Archiving

After the contract period has expired and you will no longer be using the associated rates, you can archive it. To do this:

  • From the navigation menu, select Settings -> Rate Plans;
  • From the bar at the bottom of the screen, choose More -> Rate Plans;
  • Find the rate plan that matches the name of the contract and archive it.

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