Adding a New Service Agreement

To add a new service agreement, navigate to the Agreements module and click the “Add” icon at the top of the screen. This will open a pop-up window displaying all the fields required to enter a new agreement into the system.

Begin by entering the customer name and site details, followed by the primary contact’s information. Complete all required fields in the form header, including the billing frequency. The available options in the dropdown menu include:

• Weekly
• Bi-weekly
• Monthly
• Bi-monthly
• Quarterly
• Bi-annually
• Annually

Each agreement must have a reference number, which can either be generated automatically by clicking the “Auto” button or entered manually.

Once the header details are complete, click the “Add Item” button to bring up a pop-up window displaying all standard products in the system. Special products specific to agreements may also be available. Simply select the required products to add them to the form. If bespoke text is needed, click “Add Text” and enter the relevant details. Ensure that pricing is thoroughly checked, as it should align with the selected billing frequency.

Required Fields for an Agreement

• Customer Name
• Primary Contact
• Agreement Reference
• Agreement Start Date
• Agreement End Date
• Billing Frequency
• Site Address

Once the form is completed, you have two options: You can either save the form for processing at a later time or click the “Sales Order” button to generate an order in the Sales Order Module.