Contracts

Creating a contract

When you offer your services to your customer, your services are defined by a contract. You are requested to add the details of this contract in the contracts folder.

To create a new contract, please follow the steps below

  1. In CRM container, go to Contracts Folder

  2. In Contracts Folder, click on “Actions” and select on “New Contracts”.

  3. A New Contract’s Details window will pop up on the screen.

  4. Fill in all the details. Please note that fields with “*” are mandatory Fields.

  5. Click on Save

Mandatory Fields for creating a new contract

  • Name: Fill in the name of the contract, such as the organization’s name and your offering.

  • Customer Details:

    • Customer: Select the customer from the drop down menu. The menu will show the names of all the partners created by you.

  • Contract Details:

    • Contract Period: Select the dates from which the contract is applicable and the date to which it is applicable.

    It is advised that you should fill in the GSTIn details also.

  • Contract items(Attendance based): Used when the services provided are billed monthly on the basis of attendance of employees.

    • Location Code: The location code refers to the location code of customer’s organization , as was defined at the time of partner creation.

    • Service: The service that you will be offering to the customer. Please note that you will have to create separate rows by clicking on “+” for different services.

    • Shift Code: The shift in which you will be providing your service. In case of round the clock service, create separate rows for different shifts.

    • Salary Structure Id: Select the salary structure group according to which you will be paying the employees engaged in this respective contract.

    • Qty: The number of personnels who will be providing their services in respective shift.

    • UOM: The unit of measurement of work done for principal employer. It will be auto-filled according to the UOM selected while creating the product.

    • Monthly rate: It will be auto-filled according to the rates filled in at the time of product creation.

  • Contract items(Job Based): Used when the service are billed on the basis of the work done for principal employer.

    • Location Code: The location code refers to the location code of customer’s organization , as was defined at the time of partner creation.

    • Service: The service that you will be offering to the customer. Please note that you will have to create separate rows by clicking on “+” for different services.

    • Qty: The number of personnels who will be providing their services in respective shift.

  • Start Payroll on: This field allows you to decide if the payroll for the contract will start from the first of current month or from some previous date. The latter allows you in creating payrolls on dates other than 1st of the month.

  • Payroll Days Policy: This field allows you to select the days for which the payroll should be calculated. It can vary from contract to contract basis.