Creating a contract

On CRM → Contracts, click New Contract. Title and customer are required; you can also set the currency, value, validity start and end dates, and a note. The system assigns the contract number, and the new contract starts in Draft status.

1. Open CRM → Contracts and click New Contract.
2. Enter the contract Title.
3. Choose the Customer. If they are not in the system yet, create them on the spot with the button next to the customer picker. If the customer has several billing addresses (branches), you can pick one; otherwise the primary address is used.
4. Optionally set the Currency, Value, Valid From and Valid Until dates, and a Note. The two dates go together, and the end cannot be earlier than the start.
5. Click Save.

The contract number follows the sequence set under Settings → Numbering.

You can also create a draft contract from an accepted quote, a sales opportunity or a tender. The customer, value and currency are carried over.

Creating contracts requires manage permission for the CRM & Sales module.