Do you invoice products or services that belong to several ongoing contracts with the same customer, and want to identify this information on your sales documents?
Would you like to quickly monitor your contracted purchasing volumes, whether for services or merchandise, so you can better track your supplier or customer relationships?
With the "Contracts on product lines" app, you can associate the sales corresponding to each of your contracts.
Keep track of contractual inventories to guarantee the proper execution of your services or product sales.
Activating the app adds a new field on the product lines of sales documents for contract selection.
Once the app is installed, go to the "app settings" tab to :
- Define which documents are used to select a contract in the product lines (quotes, BL, invoices, etc., depending on the apps installed)
- Display contract stocks on contracts
1. Contract entry on sales documents
In the "products" block of a sales document for which you have activated the function, a new "contracts" field is added to each product line.
This field lets you select and associate a customer contract with each product line.
When the article is added to the commercial document, the information is taken into account and the document then appears in the "Documents" tab of the contract.
2. Display contract on PDF
On the PDF of your quotations and invoices, on any line linked to a contract, the name of the contract is displayed.
3. Display of product consumption on contracts
In the app settings, if you select "yes" for "Display contractual stocks on contracts", you can see the level of products or services planned and consumed directly on the contract sheet.
For each item, you can view a consumption counter showing the quantities consumed:
- Contract
- In procurement
- Billed
- Remaining
