This article will teach you how to create a new contract for a vendor.
- From the Property & Facility menu, click Contracts.
- From the Contracts page, click the New Contract button.
- Once the Create New Contract window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Title | Enter a title for the contract. |
| Property | Select the property for the contract. |
| Vendor |
Select the vendor for the contract. Note: The vendor must be added to the property first. See the Adding a Vendor to a Property article for reference. |
| Contract Number | Enter the contract number for the contract. |
| Start Date | Select or enter (MM/DD/YYYY) the start date for the contract. |
| End Date | Select or enter (MM/DD/YYYY) the end date for the contract. |
| Billing Frequency | Select the billing frequency for the contract. |
| Billing Amount | Enter the billing amount for the contract. |
| PDF Upload |
Upload a .PDF file of the contract. Click the Choose File button, navigate to the .PDF file of the contract on your computer, and click Open. |
| Summary/Comments | If applicable, provide a brief summary or comments regarding the contract. |
- Click the Save Contract button.
- The new contract has been saved and is now visible under the Executed tab.