As part of the Proposal of Service report, Total Party Planner allows you to create as many contracts as you need for your business. You will also add and edit your own wording. There are two ways to load the contract window.
· Option 1
1. Select the Administration> Business> Update Contract(s) option from the Navigation Bar.
· Option 2
1. Click Reports> All from the Navigation Bar.
2. Select the Contract For Service by clicking the Select link.
Creating a New Contract Template
1. Click the Build New Contract button.
2. Type in a unique name for the contract.
3. Click the OK button.
Duplicating an Existing Contract
1. Select the contract for deletion from the Select Contract: drop-down list.
2. Click the Duplicate Selected Contract button.
3. Type in the new name for the selected contract.
4. Click the OK button.
The new contract is now the active contract in view.
Changing a Contract Name
1. Select the contract from the Select Contract: drop-down list.
2. Click the Change Contract Name button.
3. Type in the new name for the selected contract.
4. Click the OK button.
Adding a Contract Section
1. Select the contract from the Select Contract: drop-down list.
2. Click the Add Section button. The Add Contract Section window appears.
3. Type a section heading in the Heading: text box.
4. Type in the contract wording associated to the heading entered above in the Text: text box.
5. Click the Save button.
6. Sections are added to the contract in sequential order. As an option, you may choose to reorder a section to a specific position without rebuilding the whole contract. Simply select the section row to be moved and use either the up or down arrow to the left of the grid. That row will now be moved accordingly.
7. When all contract sections have been entered, click the Done button.
Editing a Contract Section
1. Select the contract from the Select Contract: drop-down list.
2. Select the section row to edit from the grid.
3. Click the Edit Section button. The Edit Contract Section window appears.
4. Update the Heading: and Text: text boxes as desired.
5. Click the Save button.
6. When all contract sections have been edited, click the Done button.
Deleting a Contract Section
1. Select the contract from the Select Contract: drop-down list.
2. Select the section row to delete from the grid.
3. Click the Delete link.
4. Confirm the delete by clicking the Yes button, otherwise click No.
5. When desired section(s) have been deleted, click the Done button.
Deleting a Contract
1. Select the contract for deletion from the Select Contract: drop-down list.
2. Click the Delete Contract button.
3. Confirm the deletion by clicking OK.