Find out how to renew a contract.
The Contract Renew / Review module gives you a snapshot view of any contracts you have on the system. As it says, you can also renew a contract coming to an end.
Getting There
You can manage Contract Renewals from the Records Menu.
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: Here, you can view and edit the contract's details.
At the bottom of the window, you can mark it the contract has been reviewed but not signed off, mark if it 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!