Zdoo Manual More
Zdoo ManualBook Info
1 Introduction
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  CRM Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contact
3.7  Manage List
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Report
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Inventory(PSI)
9.1  Workflow
9.2  Sales
9.3  Inventory
9.4  Product
9.5  Settings
10 Flow
10.1  Introduction
10.2  Built-in Flows
10.3  Features
10.4  Examples
11 Ameba
11.1  Amoeba Management
11.2  Start Ameba
11.3  Ameba Category
11.4  Ameba Department
11.5  Expense Distribution Rules
11.6  Income Distribution Rules
11.7  Ameba Budget
11.8  Ameba Trade
11.9  Ameba Report
12 Administration
12.1  Settings
12.2  User
12.3  Privileges
12.4  Apps
12.5  Email settings
13 Integration
13.1  Introduction
13.2  Integrate ZenTao
14 Customization
14.1  Get Ready
14.2  Zdoo Directory
14.3  Find the Code
14.4  Database Structure

Sign Contract

2016-09-01 09:05:53
tengfei
4303
Last edited by MCFEY on 2020-05-18 10:20:35

After a salesperson signs a contract with the customer, the next step is to manage the contract.


1. Sign a contract

Choose an order from the order list. Click "Sign" to enter the page to sign the contract.


You can also click "Create" at the upper right of the Contract page to create a contract.


Note

  • One contract can be related to one and more orders.
  • Customers will be assigned an ID number. You can also set the number yourself.
  • Contact means the contact of the customer.
  • Signee is the customer who signs the contract.
  • The start and end date of a contract is the valid date of a contract.
  • Contract handler can record anyone that involved in this contract, so it can be used to do performance appraisal.
  • Items are the main terms and conditions in a contract. You can list all the points the customer mentioned when communicating with them.
  • You can upload the signed contract to Zdoo as a reference.

2. Communication on contracts

In the delivery and the payment of a contract, a lot of communication will be recorded in Zdoo. You can click Follow Up to add records for it.


3. Contract delivery and payment

Once the contract is signed, you have to deliver the product as the contract written, which can be done by clicking "Deliver". The customer should do "Payment" as stated in the contract. Please note that he status and time of delivery and payment is the last record of a contract.

Write a Comment
Comment will be posted after it is reviewed.