Sale Contract - Services - An overview

The Sale Contract – Services component enables you to keep a record of essential contract information. With the help of various tabs you will be able to record multiple information relating to a contract.

A contract after confirmation is queued for approval by the authorized authority. After approval, the contract is deemed to be effective. The status of the contract after approval is “Approved” status. The details of this contract cannot be modified, but you have the option to revise contract details even after its approval.

With the help of the “Approve Customer Contract” page the CSM will be able to approve sale contracts which have been completed.  You also  have the provision to return or close a contract.

Pre-closure of a contract is also possible by providing a termination date and closing the contract.

Getting familiar with the activities