Contract

The Contract is a function on the ERP system that allows the user to store the general information of the actual Contract signed with the customer; (including a scanned copy of the signed contract);

Some general information of the Contract when entered into the system is used to inherit the Sales Order records (For example: account information, booking information)

1. Basic information:

The following information is necessary and should be created before creating the Contract: (if not available before, it can be created during the selection of the corresponding item)

• Customer

• Salesperson

• Bank account

• Payment term

• Port of loading

• Port of discharge

• Final destinations

2. Steps to follow:

Step 1: Access the function of creating new Contract on the system by following the link: Home page => Selling => Contract => Add Contract:

Step 2: Enter the general informations of the Purchaser (Fields marked with * are required fields):

• Party Type: Choose Customer

• Party Name: Enter Customer name if it's the new Customer, or Select from the available list

• Party User: (Don't need to enter)

• Địa chỉ (Address): (Don't need to enter)

• SĐT (Phone No):

• Fax:

• Mã số thuế (Tax code):

• Signed: Select if the contract has been signed

Step 3: Enter the general informations of the Salesman:

• Công ty bán hàng (Company): Enter company name as sales legal entity

• Người bán (Salesperson): Enter salesperson name

• Địa chỉ (Address):

• SĐT (Phone No):

• Fax:

• Mã số thuế (Tax code):

Step 4: Enter Contract term information:

• Start Date:

• End Date:

• Đã thanh lý HĐ (Liquidated): Select "Liquidated" if the contract has been Liquidated

Step 5: Enter informations of the Purchaser and Salesman (Fields marked with * are required fields):

• Đại diện theo PL của bên mua (Legal representative of the purchaser):

• Chức (Position):

• Tên tài khoản (Account name):

• Tài khoản (Account):

• Ngân hàng mở tài khoản (Bank name):

• Địa chỉ ngân hàng (Bank address)

• SWIFT code (bên mua - Purchaser):

• Đại diện theo PL của bên bán (Legal representative of the Salesman):

• Chức (Position):

• Tên tài khoản (Account name):

• Tài khoản (Account):

• Ngân hàng mở tài khoản (Bank name):

• Địa chỉ ngân hàng (Bank address)

• SWIFT code (bên bán - Salesman):

Step 6: Click on "Add row" to add one line => Click on "Edit" to Enter Payment term informations:

Step 7: Enter the Payment term informations (Fields marked with * are required fields):

• Payment Term: Select from the available list or create a new one

• Description: Enter informations if need

• Due Date:

• Invoice Portion:

• Due Date Based On: Select from the available list

• Implementation date:

• Credit days:

• Mode of Payment: Select from the available list

• Discount Type: Choose Percentage or amount

• Discount:

• Base Payment Amount:

• Payment Amount Currency:

• Payment Amount (Company Currency):

Step 8: Enter Booking informations (if any):

The Booking informations, if updated, will be used for succession in the Booking information section of the Sales Order created later associated with the created contract

• Port of loading: Select from the available list or create a new one

• Port of discharge: Select from the available list or create a new one

• Final destinations: Select from the available list or create a new one

• Delivery term:

• Deliverytime:

• Mark on bags:

• Packaging:

• Country origin:

• Other conditions:

• Document required:

Step 9: Enter other informations and attach scanned files or related documents if any:

Step 10: Click on "Save" to save the genarated Contract