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Create Similar
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Allows you to create a similar contract and make changes.
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Create Asset
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This allows you to create an Asset for anything with a serial number. It also has the ability to select (with some setup first) the correct Item and Customer in the created Asset.
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Edit/Close
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Self explanatory.
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Add Jobs
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Provides a selection of jobs that can be added, based on the contract associations.
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Add Meter
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Allows you to add meter readings based on the contract template.
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This area explains the common tabs. Follow the links below for information on the other tabs.
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This tab displays any documents attached to this contract, eg. a signed delivery note.
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This tab will display all watchouts related to this contract, and allows addition of new watchouts.
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This tab will display all notes related to the contract, including the contact that the note is related to. New notes can be added here.
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This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this contract, as well as allowing adding new tasks.
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If this contract is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.
Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.
Not all fields are showing in these images
The number on the right side of the icon denotes the number of active promotions applicable to this contract.
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Promotion#
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The promotion code number.
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Description
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The description as it appears on the promotion.
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Notes
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Displays the notes entered on the promotion.
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Type
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The Jim2 object type, ie. specific pricing.
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Recipient
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Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).
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Our Ref
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Our reference as appears on the promotion, if used.
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Promo Break
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Shows whether Promo Break is used or not.
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Curr.
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Shows the home currency.
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Active
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Ticked means that the promotion is currently active, unticked means the promotion has finished.
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Date Start
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Start date of the promotion.
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Date End
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End date of the promotion.
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Vendor
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Vendor supplying the stock.
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The fields below show only when Display Promotion with all Stock is selected.
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Branch
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Branch (if branches are enabled).
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Stock Code
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Stock code related to the promotional pricing.
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Qty +
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The promotion quantity plus.
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Price Ex.
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Ex GST price for that stock code.
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Follow the links below for further information:
Active Job
Comments
Invoiced Job
Meter Trans
Meter Setup
Related Stock
Default Stock
Templates
Linked Contracts
Open balance
Overview
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