Different contract categories enhance organisation, reporting, accessibility, and overall workflow management efficiency. Creating new categories saves administrative time by clearly indicating which contracts to use for specific purposes.
View Setting
➡️ Go to Profile icon > Settings > Contracts > Contract Categories > View.
Add Contract Category
➡️ Go to Add Contract Category.
- Complete the side panel.
- Click Save.
- Category Name: Indicates the category's purpose and is displayed on reports.
- Category Description: Helps users understand the category's relevance, ensuring accuracy when allocating it to a contract template.
You can reorder your list using the slider
Contract Categories and Reporting
Contract categories are used for reporting purposes, allowing you to monitor the volume of specific contracts sold. Below are some examples of names and descriptions:
- Maintenance Contracts: Contracts for regular maintenance tasks, ensuring equipment longevity and performance.
- Service Agreements: Contracts outlining service terms and conditions, covering scope, response times, service levels, and pricing.
- Warranty Contracts: Contracts specifying warranty coverage, duration, and conditions for repair or replacement of defective products.
- Subscription Contracts: Agreements for subscription-based services with periodic billing cycles and automatic renewals.
- Project Contracts: Contracts tailored for specific projects, including scope, deliverables, milestones, and payment terms.
Edit a Contract Category
➡️ Go to the category in the list > Edit > Update the side panel > Save.
Delete a Contract Category
➡️ Go to the category in the list > Delete > Type delete to confirm > Delete.
Note:
- "Planned Preventive Maintenance" and "Service Plans" are default categories that cannot be deleted.
- A contract category cannot be deleted if it has been linked to an active contract template.