{"id":20600,"date":"2024-03-18T13:30:51","date_gmt":"2024-03-18T12:30:51","guid":{"rendered":"https:\/\/comasystem.dk\/knowledge\/sales-contracts\/create-sales-contract\/"},"modified":"2024-09-12T12:50:44","modified_gmt":"2024-09-12T10:50:44","slug":"create-sales-contract","status":"publish","type":"knowledge","link":"https:\/\/comasystem.dk\/en\/knowledge\/en\/sales-contracts\/create-sales-contract\/","title":{"rendered":"Create sales contract"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20600\" class=\"elementor elementor-20600 elementor-18030\" data-elementor-post-type=\"knowledge\">\n\t\t\t\t<div class=\"elementor-element elementor-element-446513b1 e-con-full e-flex e-con e-parent\" data-id=\"446513b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1a57f170 elementor-widget elementor-widget-template\" data-id=\"1a57f170\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"20402\" class=\"elementor elementor-20402 elementor-17618 elementor-17618\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-752dddf0 e-flex e-con-boxed e-con e-parent\" data-id=\"752dddf0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-302325f1 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"302325f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How can I help?<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25d4624 elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"25d4624\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\n    <form id=\"custom-search-form\" action=\"\" method=\"post\">\n        <input type=\"text\" id=\"search-input\" name=\"search\" placeholder=\"Search in COMAknowledge...\">\n        <span id=\"clear-search\" style=\"display: none;\">&#10006;<\/span>\n\t\t<div id=\"search-results\" tabindex=\"1\"><\/div>\n    <\/form>\n    \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77c1f9c elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"77c1f9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<center><\/center>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6a1d2dd elementor-widget elementor-widget-html\" data-id=\"6a1d2dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<script defer>\r\njQuery( window ).on( 'elementor\/frontend\/init', function() {\r\n    if ( typeof elementorFrontend === 'undefined' ) {\r\n        return;\r\n    }\r\n\r\n    elementorFrontend.on( 'components:init', function() {\r\n        elementorFrontend.utils.anchors.setSettings( 'selectors.targets', '.dummy-selector' );\r\n    } );\r\n} );\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2bca7f4e e-flex e-con-boxed e-con e-parent\" data-id=\"2bca7f4e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-acde349 e-con-full e-flex e-con e-child\" data-id=\"acde349\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-30418292 elementor-widget elementor-widget-heading\" data-id=\"30418292\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Create sales contract<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b8827c6 elementor-widget elementor-widget-text-editor\" data-id=\"6b8827c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It&#8217;s easy to create a new sales contract for a new or existing customer.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ccaeb6b elementor-widget elementor-widget-heading\" data-id=\"5ccaeb6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How to create a new sales contract<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68cd0bb7 kbliste elementor-widget elementor-widget-text-editor\" data-id=\"68cd0bb7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol>\n<li>Click &#8220;New contract&#8221; in the top menu<\/li>\n<li>Select &#8220;Sales&#8221;<\/li>\n<li>Fill in the following required information under &#8220;Overview&#8221;  <ol>\n<li>Select the organizational affiliation of the contract in the &#8220;Location&#8221; and &#8220;Department&#8221; dropdowns<\/li>\n<li>Select the type of agreement in the &#8220;Contract type&#8221; dropdown<\/li>\n<li>Enter an agreement number if necessary<\/li>\n<li>Select how to categorize the contract in the &#8220;Main category&#8221; and &#8220;Sub category&#8221; dropdowns<\/li>\n<li>Enter a short description of the contract in &#8220;Description&#8221;<\/li>\n<li>Select the contract responsible user in the &#8220;Responsible&#8221; dropdown<\/li>\n<\/ol>\n<\/li>\n<li>Enter creation, expiration and renewal dates if applicable<\/li>\n<li>If it&#8217;s an existing customer, select them from the &#8220;Select customer&#8221; dropdown<\/li>\n<li>If it&#8217;s a new one, enter information about the customer<\/li>\n<li>Select or enter the customer&#8217;s contact person<\/li>\n<li>Enrich the contract front page with other desired customer information<\/li>\n<li>Click &#8220;Upload&#8221; and attach relevant contract documents<\/li>\n<li>Click on &#8220;Save changes&#8221;<\/li>\n<li>Set the current status of the sales contract<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dbd3b76 kbliste elementor-widget elementor-widget-text-editor\" data-id=\"dbd3b76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><em>* Note fields highlighted in red must be filled in before the contract front page can be saved.<\/em><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>It&#8217;s easy to create a new sales contract for a new or existing customer. How to create a new sales contract Click &#8220;New contract&#8221; in the top menu Select &#8220;Sales&#8221; Fill in the following required information under &#8220;Overview&#8221; Select the organizational affiliation of the contract in the &#8220;Location&#8221; and &#8220;Department&#8221; dropdowns Select the type of [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20408,"menu_order":0,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[355],"class_list":["post-20600","knowledge","type-knowledge","status-publish","format-standard","hentry","category-overview-en-5"],"_links":{"self":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge"}],"about":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/types\/knowledge"}],"author":[{"embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":2,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20600\/revisions"}],"predecessor-version":[{"id":21600,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20600\/revisions\/21600"}],"up":[{"embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20408"}],"wp:attachment":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/media?parent=20600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/categories?post=20600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}