Creating a contract
A new contract can be created in the Contract form or from the Vendor form, including both Register myself and Invite vendor forms. A contract can also be later added to a vendor created in the Vendor from Purchase form.
The contract form should be identical regardless of where it was created. This includes the ability to create a new contract from the vendor view. Once the contract is created, it's added to the Contract table, where the contract details are listed.
Home and the new Procurement experience is being gradually rolled out throughout 2025.
- When
Home displays in the left menu, you know you’re on the new Procurement experience.
- In the new Procurement experience, you can create contracts when you create a purchase request.
- Read on to learn how to create contracts using the original Procurement experience.
You can define the contract form in the Back Office. It includes a wide variety of configuration options, similar to the Purchase and Vendor forms. The form fields defined in the Back Office are used in the Contract page and in the Vendor form when adding a new contract.
- Edit the form in the Back Office
- Request a new contract from the contract page
A new contract request can only be created when the vendor is created. To create a new vendor from the contract form, this ability first needs to be enabled. In the modules page, when the New vendor from contract check box is selected, the Vendor field has an option to create a new vendor. Once the contract is created, it can be viewed, tracked, filtered, and exported in the contract table.
From the Customize forms tab, you can select the Register vendor myself form to add a contract section in the Vendor form.
For new vendors, you can also request a new contract by clicking the Add contract button on the Contract page.
Similar to creating a contract from Register vendor myself, you can add a contract when inviting a new vendor to onboard, with the difference that the vendor won't be able to see any contract details, or add them. Any vendor details can be added either before or after it was sent to the vendor.
Existing contracts can be uploaded from the Back Office. This involves first uploading the CSV of all the contract details, including any custom fields defined in the contract creation form. Then upload a zip file with all the contract documents to be uploaded. Their unique name should be found in CSV, and that is how it’ll be mapped with the correct contract details.