Differences

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

--- cats:procedures:contract:batchadd [2024/04/18 14:19] – amanda
+++ cats:procedures:contract:batchadd [2024/04/24 19:31] (current) – amanda
@@ Line 24: / Line 24: @@
 ====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 green plus icon next to the **Add a series of items** 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 arrow to turn on the option to ''Create a separate contract for each item.''</note>
+<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.
+===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.
+[]