Manage customer contracts

A contract records the agreement between a customer and a contractor (usually your own company): who the parties are, the period it is valid, the delivery terms (Incoterms) and the price configuration that belongs to it. You can then choose the contract on a transport order.

Open the contract list

1. Open the side menu (☰, top right).
2. Choose Contracts.
3. Search for a contract by title or number.
4. Optional: use the filters Validity (Active, Upcoming, Expired) and Delivery terms to narrow the list.

Available columns: Contract number, title, Customer, Contractor, Delivery terms, Valid from, Valid until, Language, Made on and Modified on.

Create a contract

1. Click + Create contract.
2. Enter the Title (required) and, if you use them, the Contract number.
3. Choose the Customer and the Contractor.
4. Choose the Administration the contract is booked in.
5. Choose the Delivery terms, for example DAP - Delivered At Place or EXW - Ex Works.
6. In Pricing, choose the price configuration agreed with the customer. See Set up price configurations.
7. Set Valid from and Valid until.
8. Choose the Language of the contract.
9. Type or paste the contract text in Contract.
10. Click Save.

Use a contract on a transport order

On the transport order form, the Contract field lists the contracts of the chosen customer. When you choose a contract first, Transportial fills in its customer for you. See Create a transport order.

How the contract's pricing is used

The price configuration in Pricing is used to price transport orders:

• An order that has the contract chosen is priced with the contract's pricing, as long as the order date falls within Valid from and Valid until.
• The customer's other orders dated within that period are also priced with it, but only when no price configuration is linked to the customer directly. If several contracts apply, the one that started most recently is used.
• A price configuration that is switched off is ignored.

So the order's own contract comes first, then a price configuration linked to the customer, then the customer's valid contracts.

Edit or remove a contract

1. Find the contract in the list.
2. Click Edit at the end of the row.
3. Change the fields and click Save.
4. To remove a contract, click Remove at the end of its row and confirm with Remove.