Get your payment plan ready. 💯
Contracts are types of documents created for your rental processes.
You can create document types that fit your organizational structure using Fiorent's flexible system. The document types you create for sales processes will be displayed as options when you want to create a record for the relevant page.
You can define your document types on the Document Types page in the Tenant Settings module.
Contracts representing long-term rentings contain all the information related to your customers' rental requests, such as; duration, price, equipment, additional services and more.
Additionally, Fiorent generates your payment plans based on the rental period, allowing you to manage contracts and rental processes through the system.
To be able to add contract details, there are several fields available.
First, let's go through the steps you need to follow when creating a contract record together.
Step 1: Contract and Organization
Choose from the defined document types and add a code for the relevant record.
Step 2: Organization
Step 3: Business Partner
You can add your Business Partner.
If the business partner doesn't exist, you can create a new one by adding the Business Partner Name, Business Partner Code, and Business Partner Type, then clicking the "save" button.
Step 4: Equipments
You need to add the equipment you want to include in your contract with Product Group, Equipment and quantity information.
Click the "+" button to ensure that the relevant equipment is displayed in the list for your contract.
Step 5: Rental Period
You need to specify your rental period in your contract, either as a "period" or "time." In both options, you can specify limit type, limit value, and late return time values for your contract.
If your rental period is "periodic," you should add the period and rental duration to your contract.
If your rental period is based on "time," you should add the start date and end date.
Step 6: Completed
The contract is ready. 🚀
You can perform viewing, editing, and deletion operations for your records using the "actions" button.
View a Contract
You can view the information related to your contracts in summary form.
Edit a Contract
You can view and update the information in your contract records. You can access the details of your contract from the relevant tabs on the record details page.
Contract Information: You can view all the information related to your contract, including General, Date Information, and Organization fields.
Contract Equipment: Information about the equipment included in your contract, including details about the equipment and serial numbers, is listed here.
Rental Periods: All your equipment and serial numbers associated with the contract are listed separately by specifying the rental periods.
Approval History: Approval processes for the contract are listed. The relevant tab is visible if you have defined approval processes on the Tenant Settings page.
Tasks/Notes/Files: This feature is available in all modules. You can create tasks, add notes, or upload files related to the contract.
Delete a Contract
You also can delete contract records.
View a Contract History
You can access all the actions taken on your contract records from the 'history' section. This allows you to view changes made with relevant user information.
Do you need more help? By contacting Fiona through the chat, you can get expert support.