Differences

This shows you the differences between two versions of the page.

--- cats:procedures:contract:batchadd [2024/04/17 00:44] – amanda
+++ cats:procedures:contract:batchadd [2024/04/24 19:31] (current) – amanda
@@ Line 3: / Line 3: @@
 To access the Batch Add Contracts area, from the File menu go to **Contracts** > **Batch Add**.\\
+[{{:cats:procedures:contract:items:batchaddcontracts_access.png|Click on Contracts and Batch Add to access the Batch Add Contracts area.}}]
 ====Contract Information====
-Enter the details about the contract in the space provided, inculding Date, Customer, Terms, Payment, Type, Approval, Weigh, Country, Customer Reference, and Tdr. You can enter Product, Measure, and Notes as well. These details will be copied to every contract you create.
+Now you will be in the tool for batch adding contracts or items.
+[{{:cats:procedures:contract:items:batchaddcontracts_addinginterface.png|The Interface for Batch Adding Contracts or Items}}]
+<note>The batch add contracts tool defaults to adding sale contract items. To switch modes, select **Switch Type** from the menu.
+[{{:cats:procedures:contract:batchaddcontracts_switchtypemenuoption.png|Click on Switch Type to change to the interface for adding purchase contracts or items.}}]
+You will be prompted to switch to the interface for adding purchase items.
+[{{:cats:procedures:contract:batchaddcontracts_confirmswitchtype.png|Confirm switching to purchase batch add by selecting Yes.}}]
+If you decide to switch back to adding sale contracts, click on **Switch Type** again and confirm you want to switch to adding sale items/contracts.</note>
+===Contract Main Level Details===
+Enter the details about the contract(s) you wish to add in the space provided, including Date, Customer, Terms, Payment, Type, Approval, Weigh, Country, Customer Reference, and Tdr. You can enter Product, Measure, and Notes as well. These details will be copied to every contract you create.
+[{{:cats:procedures:contract:items:batchaddcontracts_addinginterface_topdetails.png|Add contract details up top.}}]
 ====Adding Items (or Contracts)====
+To add a single item, click on the green plus icon next to the **Add an item** link.
+To add multiple items, click on the pages icon next to the **Add a series of items** link.
+<note tip>To make each item into a separate contract, click the box to turn on the option to ''Create a separate contract for each item.''</note>
+To clear added items, click on the **Clear Items icon**.
+===Enter Item Number===
+Input the number of items you want to add, as well as choosing whether or not CATS will advance the position by one month for each item.
+[{{:cats:procedures:contract:batchaddcontracts_addnumberofitems.png|Add number of items and choose to advance or keep the position.}}]
+===Enter Product Details===
+Enter the type of product to add on every item. Press Apply to continue to the next step.
+[{{:cats:procedures:contract:items:batchaddcontracts_addanitem.png|Add item product details.}}]
+===Enter Units and Weight===
+Enter the product shipment and position details and pick Apply to continue.
+[{{:cats:procedures:contract:items:batchaddcontracts_addanitemposition.png|Add product shipment and position details.}}]
+===Enter Shipment Details===
+Enter the customer number, as well as position and delivery details such as destination here.
+[{{:cats:procedures:contract:batchaddcontracts_addanitemposition.png|Enter position details such as destination.}}]
+===Enter Price Details===
+Input the price details and pick Apply to continue adding the item.
+[{{:cats:procedures:contract:batchaddcontracts_addanitemprice.png|Enter the price for the item.}}]
+====Finalize Creation====
+When you have finished, click the **Create Contract** button to create the new contract(s) or items.
+The example shown is a single contract with four items, created using the **Add a series of items** tool, with a range of shipment/delivery dates.
+[{{:cats:procedures:contract:batchaddcontracts_singlecontractreadyforcreation.png|Here is a single contract with four items ready to be created.}}]
+Click the **Yes** button to continue.
+The contract will be created and you can review it.
-<note tip>To make each item into a separate contract, click the arrow to turn on the option to ''Create a separate contract for each item.''</note>
+===Creation History===
+elect History from the menu to see a list of previously created items.
+[{{:cats:procedures:contract:batchaddcontracts_historyfrommenu.png|Select History from the menu to see a list of previously created items.}}]
+Choose the starting contract from the list and you will be taken there to view as normal.
+[{{:cats:procedures:contract:batchaddcontracts_historylist.png|List of created contracts.}}]
+From there, you can work as you normally would in CATS or hit Exit to return to the Batch Add area.
+[]