Managing Contracts in ABOSS
The contract module in ABOSS enables you to search and filter through all contracts with ease. Each contract is represented as an individual item where you can view details such as status, project, client, date, and contract number.
Table of Contents
Contract Items
Creating a New Contract
Search & Filter Contracts
Ordering Contracts
Linking a Contact
Adding a Contract Number
Selecting Contract Templates
Sending Contracts via ABOSS
1. Contract Items
Each contract is represented as an item in the left list. This list shows essential details, including the contract status (grey for created, blue for ready, orange for send, red for retour, green for confirmed), project name, client, date, and contract number.
2. Creating a New Contract
To create a new contract, click the '+' icon or start from an event.
3. Search & Filter Contracts
Use the search field to locate contracts by contract number, client company, or client email. To refine the selection further, press the filter button in the search bar. You can filter by date or show contracts with specific statuses: Ready, Sent, Retour, or Confirmed.
4. Ordering Contracts
Organize your contracts by criteria like contract date, contract number, status, or event date. To reverse the order, click the selected value again.
5. Linking a Contact
Use the 'Contact' block to link a contact to your contract. This contact becomes the primary contact on the contract, and if they are linked to a company, the company’s name and address will also appear.
6. Adding a Contract Number
You can add a manual contract number to each contract. Alternatively, set up automatic contract numbering through Office to ensure unique numbers for each contract. Once configured, select the correct numbering format in the contract number field.
7. Selecting Contract Templates
When creating a new contract, ABOSS selects the default contract template by default. If you’ve created custom templates (in Office > Contract Templates), choose your preferred template from the dropdown at the bottom of the contract.
8. Sending Contracts via ABOSS
Send contracts directly through ABOSS with the 'Mail Contract' function. Click 'Mail Contract' in the 'PDF Display' block to open an email window where you can customize the message, recipients, subject, and add attachments. If the linked event includes invoices, you can send them together with the contract by selecting 'Send contract with invoices' from the small arrow next to 'Mail Contract.'
For more information on setting up mailing from your own domain, check out this article on email setup.