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.

Click on Contracts and Batch Add to access the Batch Add Contracts area.

Now you will be in the tool for batch adding contracts or items.

The Interface for Batch Adding Contracts or Items

The batch add contracts tool defaults to adding sale contract items. To switch modes, select Switch Type from the menu.

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.

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.

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.

Add contract details up top.

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.

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.

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.