Contract management ideas

1

Helo,

what do you suggest, how to manage contracts? We need to handle a lot of supplier contract before we buy anything.

I know there is file app where we can upload files, but I think we should attach to some related place/document.

Before we order we make contract. But before the contract signed we get a lot of offer (quottion etc) and then we pick the winner. If we got a new suplier we start to order from that partner.

Should we attach contract document to supplier? (we dont want to attach to every purchase order the same contract)

any other suggestion on this are welcome.

thank you

2

Hello,
I think it’s better attach to supplier.
Btw, in v11 new document Contract available, I think you can use it.

3

Hi @NMyshuk,

Which document Contract do you mean?
I also in need of such feature. So can you please show which one?
Thank you.

4

Hi @rahy please check it Frappe Cloud

5

Can’t get in. Must login. But I can’t register new

6

hmmm, but it’s demo server
please try

your_host_name/desk#List/Contract/List

Contract%202019-09-02%2010-38-31
Contract%202019-09-02%2010-38-311793×593 42.8 KB

7

ok I can find it in my install.
My question is: why there is no link to Contract in the CRM page? Because its breadcrumb point back to CRM.

8

sorry, I don’t know why there aren’t link)

9

Is there link in your installation or the demo?

10

It feat. In a very simple way.

I think maybe it’s good to have a contract that would be linked with:
. SLAs
. Mountly payments (and all the accounting links!)
. Reports when applicable

And it could be in SRM. It will be certainly necessary to pay more attention to the purchase side of the game…

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