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cats:procedures:contract:batchadd [2024/04/17 15:44] – amanda | cats:procedures:contract:batchadd [2024/04/24 19:31] (current) – amanda | ||
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To access the Batch Add Contracts area, from the File menu go to **Contracts** > **Batch Add**.\\ | To access the Batch Add Contracts area, from the File menu go to **Contracts** > **Batch Add**.\\ | ||
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====Contract Information==== | ====Contract Information==== | ||
- | Enter the details about the contract in the space provided, | + | Now you will be in the tool for batch adding contracts or items. |
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+ | You will be prompted to switch to the interface for adding purchase items. | ||
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+ | 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/ | ||
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+ | ===Contract Main Level Details=== | ||
+ | Enter the details about the contract(s) you wish to add in the space provided, | ||
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====Adding Items (or Contracts)==== | ====Adding Items (or Contracts)==== | ||
To add a single item, click on the green plus icon next to the **Add an item** link. | 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 '' | + | <note tip>To make each item into a separate contract, click the box to turn on the option to '' |
+ | To clear added items, click on the **Clear Items icon**. | ||
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+ | ===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. | ||
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+ | ===Enter Product Details=== | ||
+ | Enter the type of product to add on every item. Press Apply to continue to the next step. | ||
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+ | ===Enter Units and Weight=== | ||
+ | Enter the product shipment and position details and pick Apply to continue. | ||
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+ | ===Enter Shipment Details=== | ||
+ | Enter the customer number, as well as position and delivery details such as destination here. | ||
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+ | ===Enter Price Details=== | ||
+ | Input the price details and pick Apply to continue adding the item. | ||
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+ | ====Finalize Creation==== | ||
+ | When you have finished, click the **Create Contract** button to create the new contract(s) or items. | ||
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+ | The example shown is a single contract with four items, created using the **Add a series of items** tool, with a range of shipment/ | ||
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+ | Click the **Yes** button to continue. | ||
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+ | The contract will be created and you can review it. | ||
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+ | ===Creation History=== | ||
+ | elect History from the menu to see a list of previously created items. | ||
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+ | Choose the starting contract from the list and you will be taken there to view as normal. | ||
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+ | From there, you can work as you normally would in CATS or hit Exit to return to the Batch Add area. | ||
+ | [] |