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cats:procedures:contract:addcontract [2019/01/11 16:18] – [Add Items Using Shop] jen | cats:procedures:contract:addcontract [2022/10/18 17:52] – [Creating a New Contract] jen | ||
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A blank contract details screen will now pop up. | A blank contract details screen will now pop up. | ||
[{{: | [{{: | ||
- | Enter the relevant information for the new contract. A contract must have a **Date**, | + | Enter the relevant information for the new contract. A contract must have a **Date**, |
If you do not know the correct code, enter **'' | If you do not know the correct code, enter **'' | ||
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===The Grade and Optional Identifier=== | ===The Grade and Optional Identifier=== | ||
Enter the **Grade** code for the new item. The **Optional Identifier** field is an open field used to differentiate between items with the same grade. The entered grade code and six-character identifier must be unique per contract. | Enter the **Grade** code for the new item. The **Optional Identifier** field is an open field used to differentiate between items with the same grade. The entered grade code and six-character identifier must be unique per contract. | ||
- | [{{: | + | [{{: |
===Adding Units to the Item=== | ===Adding Units to the Item=== | ||
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====Add Items Using Shop==== | ====Add Items Using Shop==== | ||
- | Add new items and allocate purchases to any sale contract using Shop. The Shop feature is found on every sale, new or existing. | + | Add new items and allocate purchases to any sale contract using Shop. The Shop feature is found on every sale, new or existing. Open the sale contract and go to **Shop** on the top menu bar to start item shopping. |
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code. | code. | ||
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+ | The item will be listed on the screen. When you are done adding items, press **Create Items**. | ||
+ | [{{: | ||
====Broker Information==== | ====Broker Information==== |