{"id":23725,"date":"2024-06-12T13:26:34","date_gmt":"2024-06-12T11:26:34","guid":{"rendered":"https:\/\/docs.prim.io\/contract-creation-editing\/"},"modified":"2024-06-12T13:27:23","modified_gmt":"2024-06-12T11:27:23","slug":"contract-creation-editing","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/","title":{"rendered":"Contract creation\/editing"},"content":{"rendered":"\n

Interface for creating\/editing a contract to a contractor. It consists of Contractor (1), Company Information (2), Contract Information (3) and Description (4): <\/p>\n\n

\"\"<\/figure>\n\n

Contractor (1)<\/h3>\n\n

You must select the counterparty to which the contract will be associated from the list of counterparties in the system. <\/p>\n\n

Company information (2)<\/h3>\n\n

In the fields you fill in information about the own company associated to the contract. <\/p>\n\n

Field<\/td>Description<\/td><\/tr>
Company<\/td>Name of the own company associated to the contract. The field is mandatory. <\/td><\/tr>
Office<\/td>Select an office from the company to which the contract is associated. The field is optional.<\/td><\/tr>
Signed for us<\/td>Select the person responsible for the contract from the list of users in the system. The field is optional. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Contract Information (3)<\/h3>\n\n

In the fields, you fill in the following information about the contract: <\/p>\n\n

Field<\/td>Description<\/td><\/tr>
Name of contract<\/td>You fill in a contract name in free text. <\/td><\/tr>
Type of contract<\/td>Select a contract type: – For rent– For sale– For consignment. The contract may be of both types, but not for rent and consignment at the same time.If you do not select a contract type, it will not be selectable in sale\/lease\/consignment transactions. <\/td><\/tr>
Contract number<\/td>Fill in the contract number in free text. The field is mandatory.<\/td><\/tr>
Date of conclusion<\/td>Select a contract date from the calendar. <\/td><\/tr>
Start date<\/td>Select a contract start date from the calendar. The field is mandatory.<\/td><\/tr>
End date<\/td>Select a contract end date from the calendar. <\/td><\/tr>
Open-ended contract<\/td>You indicate that the contract has no expiry date. If you check that the contract is open-ended, the End Date field is hidden. <\/td><\/tr>
Method of invoicing<\/td>Choose one of the following billing methods: – Invoice– Receipt– Cash voucher<\/td><\/tr>
Payment method<\/td>Choose one of the payment methods you have configured in the system. The field is mandatory. <\/td><\/tr>
Method of delivery<\/td>You select one of the delivery methods you have configured in the system.<\/td><\/tr>
Price list<\/td>You choose a price list to the contract.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Description (4)<\/h3>\n\n

You fill in a description of the contract in free text. The field is optional.<\/p>\n\n

All changes are saved with the Confirm button. <\/p>\n","protected":false},"excerpt":{"rendered":"

Interface for creating\/editing a contract to a contractor. It consists of Contractor (1), Company Information (2), Contract Information (3) and Description (4): Contractor (1) You must select the counterparty to which the contract will be associated from the list of counterparties in the system. Company information (2) In the fields you fill in information about […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23866,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nContract creation\/editing - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Contract creation\/editing - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for creating\/editing a contract to a contractor. It consists of Contractor (1), Company Information (2), Contract Information (3) and Description (4): Contractor (1) You must select the counterparty to which the contract will be associated from the list of counterparties in the system. Company information (2) In the fields you fill in information about […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:27:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/\",\"name\":\"Contract creation\/editing - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg\",\"datePublished\":\"2024-06-12T11:26:34+00:00\",\"dateModified\":\"2024-06-12T11:27:23+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Sales\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Operating activity Sales\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Contracts\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/\"},{\"@type\":\"ListItem\",\"position\":7,\"name\":\"Contract creation\/editing\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Contract creation\/editing - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/","og_locale":"en_US","og_type":"article","og_title":"Contract creation\/editing - PRIM.IO RESOURCE CENTRE","og_description":"Interface for creating\/editing a contract to a contractor. It consists of Contractor (1), Company Information (2), Contract Information (3) and Description (4): Contractor (1) You must select the counterparty to which the contract will be associated from the list of counterparties in the system. Company information (2) In the fields you fill in information about […]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:27:23+00:00","og_image":[{"url":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/","name":"Contract creation\/editing - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage"},"thumbnailUrl":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg","datePublished":"2024-06-12T11:26:34+00:00","dateModified":"2024-06-12T11:27:23+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#primaryimage","url":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/nov-dogovor.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/contract-creation-editing\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"Sales","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/"},{"@type":"ListItem","position":5,"name":"Operating activity Sales","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/"},{"@type":"ListItem","position":6,"name":"Contracts","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/contracts\/"},{"@type":"ListItem","position":7,"name":"Contract creation\/editing"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23725"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=23725"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23725\/revisions"}],"predecessor-version":[{"id":23726,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23725\/revisions\/23726"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23866"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=23725"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}