cats:procedures:contract:batchadd

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CATS allows you to add multiple contracts or contract items to a contract at a time. You can perform this procedure on purchase or sales contracts and items. This allows you to quickly add new contracts in a sequence that have similar details.

To access the Batch Add Contracts area, from the File menu go to Contracts > Batch Add.

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.

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 make each item into a separate contract, click the arrow to turn on the option to Create a separate contract for each item.
  • cats/procedures/contract/batchadd.1713368691.txt.gz
  • Last modified: 2024/04/17 15:44
  • by amanda