Contracts and Bundles

Various products stored for customers can be grouped to form contracts and bundles.

You can use a contract to group a building society savings account, a loan and an insurance policy, for example.

Contracts can be grouped together in bundles.

To display the contracts/bundles for a single customer:

Switch to the desired customer, see Product Master.
Click on Contracts/Bundles in the tree. All the customer’s contracts/bundles are listed.
Double-click on a contract/bundle in the list to open the record, or select Open from the record’s context menu.

Select (Sales) > Contracts/Bundles fto display the contracts and bundles added for all customers.

Adding Contracts and Bundles

To add a new contract or bundle:

Switch to the desired customer.
Click on Contracts/Bundles in the tree.
Select New Contract or New Bundle from the drop-down list.

The mask used to add new records is opened.

A unique number is assigned to the Contract number automatically. You can edit this number.
Enter the remaining data.
Save the record.

Note: You can define roles for the product on the Roles to Contract/Bundle tab under Related Data, see Roles.

To assign a product to a contract:

Switch to the desired product, see Product Overview.
Click on (Select) to the right of the Contract field on the Links tab.
Search for and select the desired contract.
The contract number and other data are transferred to the product.
Save the record.

Note: If you open a contract, the ... is linked to Products tab displays the products assigned to the contract.

To assign a contract to a bundle:

Switch to the contract you want to assign to a bundle, see Contracts and Bundles.
Click on (Select) to the right of the Bundle field on the Links tab.
Select the desired bundle.
The contract number and other data are transferred to the bundle.
Save the record.

Note: The contracts in the bundle are listed on the Contracts tab.