Customers & locations

# Manage customer contracts

Record agreements with customers and contractors, with validity, delivery terms, pricing and language, and link them to transport orders.

Updated October 5, 2026

**Who can do this:** The contract permission and a role level of 300 or higher.

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.

Contracts for capacity you buy from carriers are separate. See [Capacity contracts](/en-us/help/capacity-contracts).

## 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](/en-us/help/pricing).
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](/en-us/help/create-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**.

Instead of removing an old contract, let it expire by setting **Valid until**. It then shows under the **Expired** filter, and orders that used it keep their reference.

## Related articles

* [Manage businesses](/en-us/help/businesses)
* [Set up price configurations](/en-us/help/pricing)
* [Create a transport order](/en-us/help/create-transport-order)
* [Set up capacity contracts with carriers](/en-us/help/capacity-contracts)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/contracts