D9T Sale Contractby D9T GmbH
D9T Sale Contract
Automate recurring sales via contracts
Sell recurring services based on products
Define recurrences in days, weeks, months, quarters and years with flexible multipliers.
Create contracts from sale orders
On a confirmed sale order you see recurring sale order lines colored and those with missing contracts in italic. With a single click you can create missing contracts.
Flexible contract creation
Wether you start contracts in draft, back in time or in future doesn't matter.
Don't miss a sale
Keep track of missing contracts
Take a single look at all sale order lines with missing contracts an don't let one slip through.
Check your monetary performance
Group, filter and organize your active contracts and forecast you annual sales per customer. Visualize your strongest customers with a pie or bar chart.
Automatic sale orders
Automatically create sale orders from due contracts
A single click and all due contracts will result in a sale order, grouped by customers. All services are annotated with service begin and end date for further processing in financial statistics.
Instantly access all contracts
Find all contracts based on contacts or all contracts belonging to a company.
In Sales under Configuration -> Recurrences you find some predefined recurrences. Simply edit these defaults to your need or add new recurrences.
Recurrences are possible for once, daily, weekly, monthly, quarterly, yearly intervals.
Name is the displayed value for selection in your sale order lines.
Additional name can be used for your needs.
Code is the internal id and must be unique.
Multiplier is for multiples of the above mentioned recurrences.
For example you need to contract a biweekly service:
Select weekly as recurrence and set the multiplier to 2.
Setup recurring product
Add a new Product in Sales -> Products.
On the right side of the form select the created recurrence from the steps above.
Create sale order
Create a new sale order in Sales -> Sales Orders.
Add you newly created, recurring product to your Order Lines.
The products default recurrence is displayed and can be changed on demand.
Save your Sale Order and confirm the sale.
On each order line with a recurring product is a gavel shown on the right.
If the order line is shown in italics, there is no contract created yet.
Click on the gavel and enter the contract begin date in the wizard.
Check effective immediatly if you want to skip the draft state of the new contract.
Service description will be taken for the automatic creation of further sale orders.
Check for missing contracts
Go to Sales -> Contracts -> Missing contract. The tree view shows all order lines from all confirmed sale orders without a contract. Always check if this list is empty or you might loose some sales.
Create sale orders from contracts
Hit Sales -> Contracts -> Create sale orders and confirm the creation of all contracts due in the wizard.
Now you're taken to a tree view with all newly created Sale Orders out of contracts.
Select all of them and use Action -> Invoice Order to create the invoices.
Forecast annual sales
Go to Sales -> Contracts -> Contracts. In column Annual sales net you see the forecasted annual sales according to PRice unit net and recurrence.
Find customers contracts
In Sales -> Customers you see the gavel on the kanban view, showing the acutal number of active contracts. On the form view there is a smart button called Contracts. With a click you open the tree view of all contracts for this customer.
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