Find out how to renew a contract!
The Contract Renew / Review module gives you a snapshot view of any contracts you have in the system. As it says, you can also renew a contract coming to an end.
Enable the following User Rights to get the most out of the module:
Module Access: Contract Renew / Review
The Contract Global Uplift access right in Service Geeni allows users to apply global price adjustments to existing service contracts.
The Contracts access right in Service Geeni allows users to create and manage service and hire contracts linked to customer accounts.
Can Approve Equipment Requests From Other Branches
Can Create Long Term Hire Contracts
Can Create Service Contracts
Can Create Short Term Hire Contracts
Show Contract Revenue And Cost
Getting There
To get there:
Head to the Records Menu.
Click Contract Renew / Review.
Renew and Review
Now that you are in the Renew/Review section, you can review any contracts that are due for renewal. To speed things up, you can search for a contract by keyword or using the filter button.
You have the Requote Contract, Review Contract or Renew Contract icon from the Action Tray.
Requote Contract: This option takes you to the Quotations module, where you can edit and raise a new quote for the contract.
Review Contract: View and edit the contract's details here.
At the bottom of the window, you can mark if the contract:
Has been Reviewed but Not Signed Off.
Has been Reviewed.
Or Terminate the contract.
Renew Contract:
Click the Renew icon to open the contract. Here you can check or edit details before renewing the contract.
Click Renew, and the Contract Preview page will open.
Read through all the details and once you are happy, click Confirm.
You have successfully renewed a contract!
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